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State Street

919 hedge funds and large institutions have $22.8B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 279 increasing their positions, 376 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

13% more capital invested

Capital invested by funds: $20.1B → $22.8B (+$2.68B)

2% more funds holding

Funds holding: 900919 (+19)

3.94% less ownership

Funds ownership: 90.05%86.1% (-3.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less call options, than puts

Call options by funds: $163M | Put options by funds: $202M

26% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 376

Holders
919
Holders Change
+19
Holders Change %
+2.11%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
100
Increased
279
Reduced
376
Closed
75
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
651
Zhang Financial
Michigan
$287K
BMWM
652
Brown Miller Wealth Management
Virginia
$284K
Two Sigma Advisers
653
Two Sigma Advisers
New York
$283K -$20.3M -245,600 -99%
BFG
654
Beacon Financial Group
Texas
$280K -$28.7K -348 -10%
PTC
655
Private Trust Company
Ohio
$278K -$1.32K -16 -0.5%
KPWS
656
Kestra Private Wealth Services
Texas
$278K +$6.93K +84 +3%
CI
657
Cigna Investments
Connecticut
$277K -$4.62K -56 -2%
PWM
658
Perigon Wealth Management
California
$277K -$1.73K -21 -0.7%
MWM
659
Modera Wealth Management
New Jersey
$277K
AEPWM
660
Atlantic Edge Private Wealth Management
Florida
$275K -$6.18K -75 -2%
ANTB
661
AMG National Trust Bank
Colorado
$274K
BWA
662
Burt Wealth Advisors
Maryland
$273K
AFG
663
Atomi Financial Group
New York
$271K +$253K +3,064 New
IFU
664
iSAM Funds (UK)
United Kingdom
$271K +$252K +3,062 New
OIA
665
OneDigital Investment Advisors
Kansas
$270K +$251K +3,050 New
CT
666
Clearstead Trust
Maine
$269K +$2.14K +26 +0.9%
AIP
667
Ameritas Investment Partners
Nebraska
$268K -$21.4K -259 -8%
PPWP
668
Premier Path Wealth Partners
New Jersey
$266K +$18.6K +225 +8%
CCM
669
Cohen Capital Management
California
$265K
FM
670
Foster & Motley
Ohio
$264K -$11K -133 -4%
BBA
671
Baader Bank Aktiengesellschaft
Germany
$263K
SWK
672
Stephen W. Kidder
$261K
CCA
673
Cobblestone Capital Advisors
New York
$257K +$1.65K +20 +0.7%
PCA
674
Pallas Capital Advisors
Massachusetts
$256K -$9.23K -112 -4%
PWLP
675
Prio Wealth Limited Partnership
Massachusetts
$254K

STT Hedge Fund Activity: Q3 2024 in Review

919 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2024, worth a combined $22.8B — up 13% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STT positions and 75 closed out — a net gain of 25 holders — while 279 added to existing stakes and 376 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Dodge & Cox, cutting an estimated $285M.

  • 919 institutional investors held State Street (STT) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $22.8B of State Street stock for Q3 2024, up 13% quarter-over-quarter.
  • 100 funds opened new State Street positions in Q3 2024 and 75 closed out, a net change of +25 holders.
  • The largest State Street buyer in Q3 2024 was BlackRock, an estimated $126M added.
  • The largest State Street seller in Q3 2024 was Dodge & Cox, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.