We are live on ! Find out more
STT icon

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
CWP
676
Capital Wealth Planning
Florida
$252K
EFS
677
Essex Financial Services
Connecticut
$250K -$27K -328 -11%
WB
678
Webster Bank
Connecticut
$250K
FA
679
Financial Advisors
Massachusetts
$249K
WA
680
Waverly Advisors
Alabama
$249K -$4.95K -60 -2%
MAM
681
Mystic Asset Management
Rhode Island
$248K
AP
682
Adero Partners
California
$248K +$231K +2,800 New
CFO
683
Callan Family Office
Pennsylvania
$243K +$226K +2,744 New
RFC
684
Regions Financial Corp
Alabama
$242K -$14.3K -174 -6%
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$242K -$1.15K -14 -0.5%
BG
686
Bollard Group
Massachusetts
$242K +$2.06K +25 +0.9%
SI
687
Stephens Inc
Arkansas
$241K -$3.13K -38 -1%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$241K -$412 -5 -0.2%
DJSG
689
D.J. St. Germain
Massachusetts
$238K
CIC
690
Carnegie Investment Counsel
Ohio
$237K +$221K +2,680 New
KIA
691
KCM Investment Advisors
California
$234K -$10.8K -131 -5%
CK
692
Cohen Klingenstein
New York
$234K +$219K +2,650 New
PI
693
PEAK6 Investments
Illinois
$233K -$94.4K -1,145 -30%
SA
694
SpiderRock Advisors
Delaware
$232K -$130K -1,577 -38%
DTC
695
Davidson Trust Company
Washington
$231K -$37.2K -451 -15%
PCIA
696
Prime Capital Investment Advisors
Kansas
$230K -$20.4K -247 -9%
CA
697
Cornerstone Advisory
Maryland
$227K +$212K +2,567 New
SP
698
Stablepoint Partners
Massachusetts
$226K +$210K +2,552 New
CAM
699
Cidel Asset Management
Ontario, Canada
$226K +$210K +2,550 New
RJT
700
Raymond James Trust
Florida
$226K +$210K +2,550 New

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.