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State Street
STT

Overview Fund Activity

895 hedge funds and large institutions have $22.8B invested in State Street in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+15
Holders Change %
+1.7%
% of All Funds
14.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
309
Reduced
321
Closed
68
Calls
$117M
Puts
$110M
Net Calls
+$7.17M
Net Calls Change
-$28.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$568M
2
Ameriprise
Ameriprise
Minnesota
+$91.9M
3
Goldman Sachs
Goldman Sachs
New York
+$67.3M
4
GLA
Great Lakes Advisors
Illinois
+$66.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$52.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$628M
2
State Street
State Street
Massachusetts
-$196M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$135M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$126M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
676
Collective Family Office
Pennsylvania
$219K +$219K +2,899 New
AUB
677
Atlantic Union Bankshares
Virginia
$217K +$217K +2,870 New
BBA
678
BLB&B Advisors
Pennsylvania
$214K -$16.5K -218 -7%
SWK
679
Stephen W. Kidder
$214K -$3.78K -50 -2%
FA
680
Financial Advisors
Massachusetts
$213K – – –
CCIA
681
Campbell & Co Investment Adviser
Maryland
$212K +$212K +2,804 New
VSQM
682
V-Square Quantitative Management
Illinois
$212K +$212K +2,800 New
RC
683
Rovin Capital
Arizona
$211K -$71.4K -945 -25%
BFM
684
Boston Financial Management
Massachusetts
$210K +$210K +2,777 New
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$209K +$757 +10 +0.4%
BAM
686
Blueshift Asset Management
New Jersey
$207K +$207K +2,737 New
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$207K -$189K -2,500 -48%
KPWS
688
Kestra Private Wealth Services
Texas
$204K +$204K +2,694 New
HTC
689
Haverford Trust Company
Pennsylvania
$204K +$204K +2,691 New
MWM
690
Modera Wealth Management
New Jersey
$204K – – –
PCS
691
Personal CFO Solutions
New Jersey
$203K +$203K +2,682 New
PWM
692
Peterson Wealth Management
Nevada
$202K -$3.03K -40 -1%
FA
693
FDx Advisors
Illinois
$202K – – –
PTC
694
Philadelphia Trust Company
Pennsylvania
$201K – – –
CK
695
Cohen Klingenstein
New York
$201K – – –
BG
696
Bollard Group
Massachusetts
$196K +$1.51K +20 +0.8%
SIM
697
Sentry Investment Management
Wisconsin
$182K – – –
KFI
698
Key Financial Inc
Pennsylvania
$172K – – –
PA
699
Parallel Advisors
California
$169K +$12.3K +162 +8%
UB
700
UMB Bank
Missouri
$165K +$38.5K +508 +30%
26 27
28
29 30