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State Street
STT

Overview Fund Activity

834 hedge funds and large institutions have $20.3B invested in State Street in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 306 increasing their positions, 277 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-36
Holders Change %
-4.14%
% of All Funds
14.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
100
Increased
306
Reduced
277
Closed
125
Calls
$63.1M
Puts
$59.5M
Net Calls
+$3.64M
Net Calls Change
-$56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$273M
2
Harris Associates
2
Harris Associates
Illinois
$388M
3
MC
3
Metropolis Capital
United Kingdom
$195M
4
VanEck Associates
4
VanEck Associates
New York
$83.1M
5
CB
5
Cooke & Bieler
Pennsylvania
$252M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$977M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$354M
3
State Street
3
State Street
Massachusetts
$1.08B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$600M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
801
Aspire Private Capital
North Carolina
$3K – – –
KFP
802
KB Financial Partners
New Jersey
$3K – – –
GWMIA
803
Global Wealth Management Investment Advisory
Florida
$3K +$3K +42 New
PWMG
804
Prestige Wealth Management Group
New Jersey
$3K +$2.69K +44 +880%
AIC
805
Archer Investment Corporation
Indiana
$2.16K – – –
DI
806
Disciplined Investments
Oklahoma
$2K -$875 -14 -30%
AWM
807
Atticus Wealth Management
Florida
$2K – – –
ATC
808
Adirondack Trust Company
New York
$2K – – –
TFM
809
TFC Financial Management
Massachusetts
$2K – – –
ACK
810
Andrew C. Karlinski
$2K – – –
ANBT
811
American National Bank & Trust
Texas
$2K – – –
ZIG
812
Zullo Investment Group
Pennsylvania
$2K – – –
CAL
813
Capital Analysts LLC
Pennsylvania
$2K +$80 +1 +4%
SC
814
Schubert & Co
Texas
$2K +$632 +12 +46%
HFS
815
Hantz Financial Services
Michigan
$2K +$2K +30 New
TCWM
816
Total Clarity Wealth Management
Illinois
$2K +$2K +39 New
APW
817
Acima Private Wealth
Virginia
$1.85K – – –
WPA
818
West Paces Advisors
Georgia
$1.23K – – –
BCWM
819
Bartlett & Co Wealth Management
Ohio
$1.02K -$9.75K -143 -91%
BC
820
Bartlett & Co
Ohio
$1K -$9.53K -143 -91%
MSFP
821
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
S
822
Surevest
California
$1K – – –
CWM
823
Curi Wealth Management
North Carolina
$1K – – –
BCMLT
824
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
AAP
825
Arax Advisory Partners
Colorado
$1K +$1K +14 New
31 32
33
34 35