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State Street
STT

Overview Fund Activity

895 hedge funds and large institutions have $22.8B invested in State Street in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+15
Holders Change %
+1.7%
% of All Funds
14.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
309
Reduced
321
Closed
68
Calls
$117M
Puts
$110M
Net Calls
+$7.17M
Net Calls Change
-$28.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.19B
2
Ameriprise
Ameriprise
Minnesota
$936M
3
Goldman Sachs
Goldman Sachs
New York
$183M
4
GLA
Great Lakes Advisors
Illinois
$95.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$52.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$107M
2
State Street
State Street
Massachusetts
$1.24B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$114M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
751
TimeScale Financial
Massachusetts
$68.3K +$1.14K +15 +2%
BWP
752
Baldwin Wealth Partners
Massachusetts
$66.1K -$1.89K -25 -3%
WP
753
WealthPLAN Partners
Nebraska
$65.8K +$65.8K +869 New
SL
754
Savior LLC
Massachusetts
$63.8K +$454 +6 +0.7%
CFO
755
CVA Family Office
Colorado
$61.7K +$757 +10 +1%
IRC
756
Investors Research Corp
Georgia
$60.6K – – –
CFFP
757
Center for Financial Planning
Michigan
$60.6K – – –
QC
758
Quent Capital
New York
$59.2K +$76 +1 +0.1%
IA
759
IFP Advisors
Florida
$58.8K -$131K -1,310 -69%
PO
760
Private Ocean
California
$57.3K +$8.4K +111 +17%
AAS
761
Ameritas Advisory Services
Nebraska
$56.4K +$56.4K +749 New
CG
762
Cutler Group
California
$53K +$9.6K +129 +22%
GFPC
763
Global Financial Private Client
Florida
$52.3K – – –
SSG
764
Summit Securities Group
New York
$52K +$23.9K +315 +85%
PFBT
765
Parkside Financial Bank & Trust
Missouri
$50.2K +$1.29K +17 +3%
WBC
766
West Branch Capital
Massachusetts
$49.2K – – –
C
767
Covestor
United Kingdom
$49K -$29.4K -393 -38%
DA
768
Denali Advisors
California
$47.5K +$47.5K +627 New
ADL
769
Asset Dedication LLC
California
$47K – – –
AF
770
Advisornet Financial
Minnesota
$44.3K – – –
SCM
771
Silvant Capital Management
Georgia
$41.8K – – –
SAM
772
S.A. Mason
Michigan
$41.6K – – –
FMB
773
Field & Main Bank
Kentucky
$41.6K -$1.89K -25 -4%
GWS
774
Glassman Wealth Services
Virginia
$41.1K +$757 +10 +2%
CHC
775
City Holding Co
West Virginia
$39.6K +$39.6K +523 New
29 30
31
32 33