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State Street

837 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, 307 increasing their positions, 279 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 279

6% more call options, than puts

Call options by funds: $63.1M | Put options by funds: $59.5M

2.53% less ownership

Funds ownership: 91.89%89.36% (-2.5%)

4% less funds holding

Funds holding: 874837 (-37)

21% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 126

31% less capital invested

Capital invested by funds: $29.3B → $20.3B (-$9.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
837
Holders Change
-37
Holders Change %
-4.23%
% 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
307
Reduced
279
Closed
126
Calls
$63.1M
Puts
$59.5M
Net Calls
+$3.64M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
801
TFO Wealth Partners
Ohio
$4K +$4.53K +64 New
CTB
802
Country Trust Bank
Illinois
$3K -$27M -382,231 -100%
FMP
803
Financial Management Professionals
Texas
$3K -$495 -7 -13%
APC
804
Aspire Private Capital
North Carolina
$3K
KFP
805
KB Financial Partners
New Jersey
$3K
GWMIA
806
Global Wealth Management Investment Advisory
Florida
$3K +$2.97K +42 New
PWMG
807
Prestige Wealth Management Group
New Jersey
$3K +$3.11K +44 +880%
AIC
808
Archer Investment Corporation
Indiana
$2.16K
DI
809
Disciplined Investments
Oklahoma
$2K -$990 -14 -30%
ATC
810
Adirondack Trust Company
New York
$2K
ANBT
811
American National Bank & Trust
Texas
$2K
ACK
812
Andrew C. Karlinski
$2K
AWM
813
Atticus Wealth Management
Florida
$2K
TFM
814
TFC Financial Management
Massachusetts
$2K
ZIG
815
Zullo Investment Group
Pennsylvania
$2K
CAL
816
Capital Analysts LLC
Pennsylvania
$2K +$71 +1 +4%
SC
817
Schubert & Co
Texas
$2K +$849 +12 +46%
HFS
818
Hantz Financial Services
Michigan
$2K +$2.12K +30 New
TCWM
819
Total Clarity Wealth Management
Illinois
$2K +$2.76K +39 New
APW
820
Acima Private Wealth
Virginia
$1.85K
WPA
821
West Paces Advisors
Georgia
$1.23K
BCWM
822
Bartlett & Co Wealth Management
Ohio
$1.02K -$10.1K -143 -91%
BC
823
Bartlett & Co
Ohio
$1K -$10.1K -143 -91%
BCMLT
824
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
CWM
825
Curi Wealth Management
North Carolina
$1K

STT Hedge Fund Activity: Q2 2022 in Review

837 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2022, worth a combined $20.3B — down 31% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of STT and 100 opened new positions — a net loss of 26 holders — while 279 trimmed existing stakes and 307 added.

The largest buyer was Morgan Stanley, adding an estimated $135M. The largest seller was T. Rowe Price Associates, cutting an estimated $668M.

  • 837 institutional investors held State Street (STT) as of Q2 2022, down from 874 in Q1 2022.
  • Funds reported $20.3B of State Street stock for Q2 2022, down 31% quarter-over-quarter.
  • 100 funds opened new State Street positions in Q2 2022 and 126 closed out, a net change of -26 holders.
  • The largest State Street buyer in Q2 2022 was Morgan Stanley, an estimated $135M added.
  • The largest State Street seller in Q2 2022 was T. Rowe Price Associates, an estimated $668M sold.

Based on aggregated 13F filings for Q2 2022.