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State Street

900 hedge funds and large institutions have $20.1B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 350 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 88.89%90.05% (+1.2%)

3% less capital invested

Capital invested by funds: $20.7B → $20.1B (-$673M)

7% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 84

2% less funds holding

Funds holding: 919900 (-19)

11% less call options, than puts

Call options by funds: $120M | Put options by funds: $136M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 350

Holders
900
Holders Change
-19
Holders Change %
-2.07%
% 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
290
Reduced
350
Closed
84
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
701
Bollard Group
Massachusetts
$200K +$1.79K +24 +0.9%
DJSG
702
D.J. St. Germain
Massachusetts
$199K
AF
703
Allworth Financial
California
$189K +$33.6K +451 +25%
BFEC
704
Benjamin F. Edwards & Company
Missouri
$186K +$9.62K +129 +5%
RAM
705
Ramirez Asset Management
New York
$179K -$513K -6,879 -74%
RA
706
Ransom Advisory
Rhode Island
$178K
UB
707
UMB Bank
Missouri
$177K -$29.2K -392 -14%
KFI
708
Key Financial Inc
Pennsylvania
$168K
FHA
709
First Horizon Advisors
Tennessee
$168K +$298 +4 +0.2%
JWM
710
Janiczek Wealth Management
Colorado
$165K -$27.1K -363 -14%
TPCW
711
TD Private Client Wealth
New York
$161K -$820 -11 -0.5%
TFM
712
TFC Financial Management
Massachusetts
$157K
PA
713
Parallel Advisors
California
$154K -$22.1K -296 -12%
WTC
714
WhitTier Trust Company
Nevada
$150K
AFWM
715
Abich Financial Wealth Management
Virginia
$138K +$31.2K +418 +29%
PPA
716
Painted Porch Advisors
California
$137K +$138K +1,845 New
PS
717
Principal Securities
Iowa
$136K -$61.2K -821 -31%
GI
718
GAMMA Investing
California
$136K +$60.3K +809 +79%
WT
719
Whittier Trust
California
$135K -$25.2K -338 -16%
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$129K +$11K +148 +9%
FFA
721
Farther Finance Advisors
California
$128K -$2.01K -27 -2%
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$127K -$22.7K -304 -15%
MG
723
Mather Group
Illinois
$125K +$11.8K +158 +11%
EWA
724
EverSource Wealth Advisors
Alabama
$121K +$2.98K +40 +3%
MCM
725
Manchester Capital Management
Vermont
$120K +$2.09K +28 +2%

STT Hedge Fund Activity: Q2 2024 in Review

900 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2024, worth a combined $20.1B — down 3.2% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of STT and 78 opened new positions — a net loss of 6 holders — while 350 trimmed existing stakes and 290 added.

The largest buyer was Goldman Sachs, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $457M.

  • 900 institutional investors held State Street (STT) as of Q2 2024, down from 919 in Q1 2024.
  • Funds reported $20.1B of State Street stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 78 funds opened new State Street positions in Q2 2024 and 84 closed out, a net change of -6 holders.
  • The largest State Street buyer in Q2 2024 was Goldman Sachs, an estimated $154M added.
  • The largest State Street seller in Q2 2024 was Dodge & Cox, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2024.