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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
PCM
701
Parsons Capital Management
Rhode Island
$226K +$210K +2,549 New
VFA
702
Voya Financial Advisors
Connecticut
$225K -$54.3K -659 -21%
SWP
703
Stratos Wealth Partners
Ohio
$223K +$208K +2,522 New
JIC
704
Johnson Investment Counsel
Ohio
$222K +$207K +2,506 New
DP
705
Dearborn Partners
Illinois
$221K +$206K +2,500 New
GI
706
GAMMA Investing
California
$221K +$54.5K +661 +36%
CGL
707
Clarius Group LLC
Washington
$218K +$204K +2,468 New
KWM
708
Kingsview Wealth Management
Oregon
$217K +$203K +2,456 New
BWP
709
Balboa Wealth Partners
Arizona
$216K +$201K +2,438 New
FRA
710
Frank Rimerman Advisors
California
$216K +$201K +2,436 New
AF
711
Allworth Financial
California
$215K +$15.3K +185 +8%
HFAS
712
Hummer Financial Advisory Services
Illinois
$212K +$198K +2,400 New
JWBC
713
J.W. Burns & Co
New York
$212K +$198K +2,400 New
MG
714
Mather Group
Illinois
$211K +$64.1K +777 +48%
TC
715
TwinBeech Capital
New York
$210K +$196K +2,377 New
BRWA
716
B. Riley Wealth Advisors
Florida
$209K +$196K +2,376 New
MF
717
Magnetar Financial
Illinois
$208K -$1.12M -13,534 -85%
VCAM
718
Van Cleef Asset Management
Ohio
$208K +$194K +2,350 New
CIP
719
Capital Insight Partners
Arizona
$206K -$63.9K -775 -25%
LA
720
LM Advisors
California
$206K +$192K +2,330 New
WP
721
WMS Partners
Maryland
$205K -$108K -1,309 -36%
RA
722
Ransom Advisory
Rhode Island
$205K -$6.68K -81 -3%
FCFC
723
First Commonwealth Financial Corp
Pennsylvania
$205K +$191K +2,319 New
DWA
724
Douglass Winthrop Advisors
New York
$204K +$190K +2,303 New
NB
725
NBT Bank
New York
$202K +$183K +2,223 +4,042%

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.