We are live on ! Find out more
STT icon

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
BIG
776
Brooklyn Investment Group
New York
$79.4K +$74K +897 New
T
777
TOBAM
France
$77K +$72K +873 New
CH
778
Cromwell Holdings
Wyoming
$76.6K
LC
779
Lindbrook Capital
California
$76.3K -$2.8K -34 -4%
CFFP
780
Center for Financial Planning
Michigan
$70.8K
CB
781
Community Bank
New York
$70.8K
IRC
782
Investors Research Corp
Georgia
$70.8K
BWP
783
Baldwin Wealth Partners
Massachusetts
$68.4K
BF
784
BOK Financial
Oklahoma
$66.1K
CFG
785
CKW Financial Group
Hawaii
$65K -$8.25K -100 -12%
IA
786
IFP Advisors
Florida
$63K +$2.23K +27 +4%
DMBA
787
Deseret Mutual Benefit Administrators
Utah
$61.8K
VWM
788
Venturi Wealth Management
Texas
$61.6K +$5.03K +61 +10%
CTC
789
Central Trust Company
Missouri
$60.5K +$1.57K +19 +3%
TF
790
Tompkins Financial
New York
$60.2K
WBC
791
West Branch Capital
Massachusetts
$57.6K +$82 +1 +0.2%
TCOV
792
Trust Company of Vermont
Vermont
$57.5K
CPA
793
Capital Performance Advisors
California
$53.7K +$50K +607 New
CT
794
Colonial Trust
South Carolina
$52.8K +$38K +461 +341%
SAM
795
S.A. Mason
Michigan
$48.7K
SCM
796
Silvant Capital Management
Georgia
$48.5K
VCM
797
Versant Capital Management
Arizona
$47.2K +$1.32K +16 +3%
ACM
798
Accent Capital Management
Ohio
$44.2K
CSB
799
City State Bank
Iowa
$44.2K
DSC
800
Duncker Streett & Co
Missouri
$44.2K

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.