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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
NCM
801
Northwest Capital Management
Oregon
$14.4K
EBA
802
Eagle Bay Advisors
New York
$14.4K
GKIM
803
GW&K Investment Management
Massachusetts
$14K +$3.88K +52 +39%
FMTCOCP
804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
CBT
805
Central Bank & Trust
Kentucky
$12.9K
TSWM
806
Tyler-Stone Wealth Management
Ohio
$12.6K
FFA
807
Frazier Financial Advisors
Ohio
$12.1K +$149 +2 +1%
BWL
808
Bogart Wealth LLC
Virginia
$12.1K +$149 +2 +1%
Loomis, Sayles & Company
809
Loomis, Sayles & Company
Massachusetts
$12K +$11.8K +158 New
WIA
810
Wetzel Investment Advisors
Indiana
$12K
RA
811
Rise Advisors
New York
$11.8K +$75 +1 +0.6%
GBT
812
Grove Bank & Trust
Florida
$11.1K
IRAG
813
Investment Research & Advisory Group
Georgia
$10.5K
RCM
814
Raleigh Capital Management
North Carolina
$10.5K +$2.38K +32 +29%
TAM
815
Tucker Asset Management
Colorado
$10.2K
CT
816
Colonial Trust
South Carolina
$10K
JWA
817
JFS Wealth Advisors
Pennsylvania
$9.69K -$298 -4 -3%
NRG
818
Nemes Rush Group
Michigan
$9.69K
OA
819
Operose Advisors
Wisconsin
$9.62K
PCMC
820
Planning Capital Management Corporation
Pennsylvania
$9.62K
DIP
821
DT Investment Partners
Pennsylvania
$9.18K
W
822
WealthCollab
Washington
$9.03K
CAL
823
Capital Advisors Ltd
Ohio
$9K +$75 +1 +0.8%
VNA
824
Valley National Advisers
Pennsylvania
$9K +$75 +1 +0.8%
RTL
825
Red Tortoise LLC
Georgia
$8.81K

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.