We are live on ! Find out more
STT icon

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
ADL
776
Asset Dedication LLC
California
$32.3K -$13.7K -184 -30%
LS
777
Livforsakringsbolaget Skandia
Sweden
$30.5K
CNBTD
778
Citizens National Bank Trust Department
Mississippi
$29.6K
BGAI
779
Bruce G. Allen Investments
Colorado
$28K
FC
780
Fairscale Capital
New Hampshire
$27.6K +$24.2K +325 New
ATPW
781
Ashton Thomas Private Wealth
Arizona
$27.2K +$27.4K +367 New
CFO
782
CVA Family Office
Colorado
$26.8K
CA
783
Continuum Advisory
Idaho
$25.5K +$447 +6 +2%
DWS
784
Dynamic Wealth Strategies
California
$25K
SWS
785
SYSTM Wealth Solutions
Illinois
$22.2K +$224 +3 +1%
TFIPS
786
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.2K
FDCP
787
Foster Dykema Cabot & Partners
Massachusetts
$22.1K
TFGT
788
TS Financial Group (TSFG)
Illinois
$22K
ZB
789
Zions Bancorporation
Utah
$21.8K -$4.92K -66 -18%
BONH
790
Bank of New Hampshire
New Hampshire
$21.5K
ST
791
Smithfield Trust
Pennsylvania
$19K
PWMG
792
Private Wealth Management Group
New Jersey
$18.9K +$8.72K +117 +85%
AAG
793
Armstrong Advisory Group
Massachusetts
$18.5K
NS
794
NBC Securities
Alabama
$18K
NSIM
795
North Star Investment Management
Illinois
$17.8K
UCB
796
United Community Bank
South Carolina
$17.8K
CYG
797
Clean Yield Group
Vermont
$16.4K +$1.56K +21 +11%
IAIM
798
International Assets Investment Management
Florida
$15.8K +$15.9K +213 New
AAP
799
Arax Advisory Partners
Colorado
$15.5K +$15.7K +210 New
RIA
800
Realta Investment Advisors
Delaware
$14.9K

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.