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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
CT
801
Coastline Trust
Rhode Island
$44.2K +$41.2K +500 New
LSA
802
Leonteq Securities AG
Switzerland
$41.9K -$785K -9,526 -95%
CNBTD
803
Citizens National Bank Trust Department
Mississippi
$35.4K
BGAI
804
Bruce G. Allen Investments
Colorado
$33.5K
CFO
805
CVA Family Office
Colorado
$33.4K +$1.32K +16 +4%
PK
806
Pflug Koory
Nebraska
$30.5K +$28.4K +345 New
DWS
807
Dynamic Wealth Strategies
California
$30K
FC
808
Fairscale Capital
New Hampshire
$28.8K
AAP
809
Arax Advisory Partners
Colorado
$26.9K +$7.75K +94 +45%
TFIPS
810
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.5K
HWA
811
Heritage Wealth Advisors
Virginia
$26.5K +$24.7K +300 New
FDCP
812
Foster Dykema Cabot & Partners
Massachusetts
$26.4K
ADL
813
Asset Dedication LLC
California
$26.2K -$11.5K -140 -32%
CA
814
Continuum Advisory
Idaho
$26.1K -$5.61K -68 -20%
TFGT
815
TS Financial Group (TSFG)
Illinois
$25K -$989 -12 -4%
HWM
816
Hemington Wealth Management
Virginia
$25K +$22.8K +276 New
N
817
Natixis
France
$23.3K -$32.5M -394,063 -100%
LFG
818
Larson Financial Group
Missouri
$23.1K +$21.2K +257 +6,425%
PWMG
819
Private Wealth Management Group
New Jersey
$22.7K +$165 +2 +0.8%
AAG
820
Armstrong Advisory Group
Massachusetts
$22.1K
UCB
821
United Community Bank
South Carolina
$22.1K +$825 +10 +4%
NS
822
NBC Securities
Alabama
$22K
CYG
823
Clean Yield Group
Vermont
$21.8K +$2.06K +25 +11%
ST
824
Smithfield Trust
Pennsylvania
$21K
ZB
825
Zions Bancorporation
Utah
$19.5K -$6.1K -74 -25%

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.