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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 %
CFO
776
CVA Family Office
Colorado
$26.8K – – –
CA
777
Continuum Advisory
Idaho
$25.5K +$444 +6 +2%
DWS
778
Dynamic Wealth Strategies
California
$25K – – –
SWS
779
SYSTM Wealth Solutions
Illinois
$22.2K +$222 +3 +1%
TFIPS
780
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.2K – – –
FDCP
781
Foster Dykema Cabot & Partners
Massachusetts
$22.1K – – –
TFGT
782
TS Financial Group (TSFG)
Illinois
$22K – – –
ZB
783
Zions Bancorporation
Utah
$21.8K -$4.88K -66 -18%
BONH
784
Bank of New Hampshire
New Hampshire
$21.5K – – –
ST
785
Smithfield Trust
Pennsylvania
$19K – – –
PWMG
786
Private Wealth Management Group
New Jersey
$18.9K +$8.66K +117 +85%
AAG
787
Armstrong Advisory Group
Massachusetts
$18.5K – – –
NS
788
NBC Securities
Alabama
$18K – – –
UCB
789
United Community Bank
South Carolina
$17.8K – – –
NSIM
790
North Star Investment Management
Illinois
$17.8K – – –
CYG
791
Clean Yield Group
Vermont
$16.4K +$1.55K +21 +11%
IAIM
792
International Assets Investment Management
Florida
$15.8K +$15.8K +213 New
AAP
793
Arax Advisory Partners
Colorado
$15.5K +$15.5K +210 New
RIA
794
Realta Investment Advisors
Delaware
$14.9K – – –
NCM
795
Northwest Capital Management
Oregon
$14.4K – – –
EBA
796
Eagle Bay Advisors
New York
$14.4K – – –
GKIM
797
GW&K Investment Management
Massachusetts
$14K +$3.96K +52 +39%
FMTCOCP
798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
CBT
799
Central Bank & Trust
Kentucky
$12.9K – – –
TSWM
800
Tyler-Stone Wealth Management
Ohio
$12.6K – – –
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32
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