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State Street
STT

Overview Fund Activity

894 hedge funds and large institutions have $20B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 349 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-17
Holders Change %
-1.87%
% of All Funds
13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
78
Increased
287
Reduced
349
Closed
82
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$248M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$391M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$330M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$111M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$391M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$956M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$0
3
Capital International Investors
3
Capital International Investors
California
$408M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$59.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
701
UMB Bank
Missouri
$177K -$29K -392 -14%
KFI
702
Key Financial Inc
Pennsylvania
$168K – – –
FHA
703
First Horizon Advisors
Tennessee
$168K +$296 +4 +0.2%
JWM
704
Janiczek Wealth Management
Colorado
$165K -$26.9K -363 -14%
TPCW
705
TD Private Client Wealth
New York
$161K -$814 -11 -0.5%
TFM
706
TFC Financial Management
Massachusetts
$157K – – –
PA
707
Parallel Advisors
California
$154K -$21.9K -296 -12%
WTC
708
WhitTier Trust Company
Nevada
$150K – – –
AFWM
709
Abich Financial Wealth Management
Virginia
$138K +$30.9K +418 +29%
PPA
710
Painted Porch Advisors
California
$137K +$137K +1,845 New
PS
711
Principal Securities
Iowa
$136K -$60.8K -821 -31%
GI
712
GAMMA Investing
California
$136K +$59.9K +809 +79%
WT
713
Whittier Trust
California
$135K -$25K -338 -16%
MPWT
714
MassMutual Private Wealth & Trust
Connecticut
$129K +$11K +148 +9%
FFA
715
Farther Finance Advisors
California
$128K -$1.99K -27 -2%
PFSC
716
Peoples Financial Services Corp
Pennsylvania
$127K -$22.5K -304 -15%
MG
717
Mather Group
Illinois
$125K +$12.2K +158 +11%
EWA
718
EverSource Wealth Advisors
Alabama
$121K +$3.4K +40 +3%
MCM
719
Manchester Capital Management
Vermont
$120K +$2.07K +28 +2%
QCG
720
Quadrant Capital Group
Ohio
$120K +$814 +11 +0.7%
GRP
721
Global Retirement Partners
California
$118K +$23.5K +318 +25%
MCM
722
MV Capital Management
Maryland
$109K +$888 +12 +0.8%
1IA
723
1620 Investment Advisors
Massachusetts
$108K +$108K +1,454 New
SWM
724
Spire Wealth Management
Virginia
$100K -$30.9K -417 -23%
ECM
725
Estabrook Capital Management
New York
$99.2K – – –
27 28
29
30 31