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State Street
STT

Overview Fund Activity

834 hedge funds and large institutions have $20.3B invested in State Street in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 306 increasing their positions, 277 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-36
Holders Change %
-4.14%
% of All Funds
14.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
100
Increased
306
Reduced
277
Closed
125
Calls
$63.1M
Puts
$59.5M
Net Calls
+$3.64M
Net Calls Change
-$56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$273M
2
Harris Associates
2
Harris Associates
Illinois
$388M
3
MC
3
Metropolis Capital
United Kingdom
$195M
4
VanEck Associates
4
VanEck Associates
New York
$83.1M
5
CB
5
Cooke & Bieler
Pennsylvania
$252M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$977M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$354M
3
State Street
3
State Street
Massachusetts
$1.08B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$600M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
701
State of Wyoming
Wyoming
$55K +$16.3K +267 +42%
TF
702
TimeScale Financial
Massachusetts
$54K +$369 +6 +0.7%
HCP
703
Hexagon Capital Partners
Arkansas
$53K -$28.1K -451 -35%
SWM
704
Spire Wealth Management
Virginia
$52K -$22.5K -367 -30%
CFO
705
CVA Family Office
Colorado
$49K -$6.51K -105 -12%
IRC
706
Investors Research Corp
Georgia
$49K – – –
CFFP
707
Center for Financial Planning
Michigan
$49K – – –
C
708
Covestor
United Kingdom
$48K +$12.2K +194 +34%
AF
709
Allworth Financial
California
$46K +$28.7K +465 +165%
TFS
710
TrustCore Financial Services
Tennessee
$42K – – –
WBC
711
West Branch Capital
Massachusetts
$40K – – –
QC
712
Quent Capital
New York
$40K +$62 +1 +0.2%
PO
713
Private Ocean
California
$39K – – –
EW
714
Evoke Wealth
California
$39K +$32.3K +519 +485%
GFPC
715
Global Financial Private Client
Florida
$38K – – –
PFBT
716
Parkside Financial Bank & Trust
Missouri
$35K +$4.28K +71 +14%
HDIM
717
Hanson & Doremus Investment Management
Vermont
$34K -$19.4K -317 -36%
SAM
718
S.A. Mason
Michigan
$34K – – –
ARMC
719
American Research & Management Company
Massachusetts
$34K – – –
CSB
720
City State Bank
Iowa
$31K – – –
FCA
721
FinTrust Capital Advisors
South Carolina
$31K – – –
PCG
722
Private Capital Group
Connecticut
$31K +$631 +10 +2%
DAC
723
Dividend Assets Capital
South Carolina
$27K -$32.5K -533 -55%
GWS
724
Glassman Wealth Services
Virginia
$27K +$3.67K +59 +16%
FFC
725
First Financial Corp
Indiana
$27K +$12.1K +197 +82%
27 28
29
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