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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 %
FFA
801
Frazier Financial Advisors
Ohio
$12.1K +$148 +2 +1%
BWL
802
Bogart Wealth LLC
Virginia
$12.1K +$148 +2 +1%
Loomis, Sayles & Company
803
Loomis, Sayles & Company
Massachusetts
$12K +$12K +158 New
WIA
804
Wetzel Investment Advisors
Indiana
$12K – – –
RA
805
Rise Advisors
New York
$11.8K +$74 +1 +0.6%
GBT
806
Grove Bank & Trust
Florida
$11.1K – – –
IRAG
807
Investment Research & Advisory Group
Georgia
$10.5K – – –
RCM
808
Raleigh Capital Management
North Carolina
$10.5K +$2.37K +32 +29%
TAM
809
Tucker Asset Management
Colorado
$10.2K – – –
CT
810
Colonial Trust
South Carolina
$10K – – –
JWA
811
JFS Wealth Advisors
Pennsylvania
$9.69K -$296 -4 -3%
NRG
812
Nemes Rush Group
Michigan
$9.69K – – –
OA
813
Operose Advisors
Wisconsin
$9.62K – – –
PCMC
814
Planning Capital Management Corporation
Pennsylvania
$9.62K – – –
DIP
815
DT Investment Partners
Pennsylvania
$9.18K – – –
W
816
WealthCollab
Washington
$9.03K – – –
VNA
817
Valley National Advisers
Pennsylvania
$9K +$68 +1 +0.8%
CAL
818
Capital Advisors Ltd
Ohio
$9K +$74 +1 +0.8%
RTL
819
Red Tortoise LLC
Georgia
$8.81K – – –
HWA
820
HHM Wealth Advisors
Tennessee
$8.44K – – –
AP
821
Aspect Partners
Virginia
$8.14K – – –
HDIM
822
Hanson & Doremus Investment Management
Vermont
$8K +$8K +110 New
NC
823
NewSquare Capital
Pennsylvania
$7.84K – – –
PAI
824
Pittenger & Anderson Inc
Nebraska
$7.7K – – –
BIA
825
Bell Investment Advisors
California
$7.7K – – –
31 32
33
34 35