We are live on ! Find out more
STT icon

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
MSFP
826
Mark Sheptoff Financial Planning
Connecticut
$1K
S
827
Surevest
California
$1K
AAP
828
Arax Advisory Partners
Colorado
$1K +$990 +14 New
CA
829
CoreCap Advisors
Michigan
$1K +$1.27K +18 New
BC
830
Burleson & Co
California
$1K +$1.49K +21 New
SFG
831
Steward Financial Group
Texas
$1K +$2.19K +31 New
PGF
832
Pelham Global Financials
United Kingdom
-$25.8M -296,265 Closed
SFM
833
Stack Financial Management
Montana
-$19M -218,251 Closed
BC
834
Brookfield Corp
Ontario, Canada
-$15.3M -175,952 Closed
AIM
835
Artemis Investment Management
United Kingdom
-$13.7M -157,009 Closed
NONA
836
Ninety One North America
New York
-$12.7M -145,347 Closed
MAA
837
Matrix Asset Advisors
New York
-$12.1M -138,856 Closed
TAM
838
Toscafund Asset Management
United Kingdom
-$10.6M -121,179 Closed
PE
839
Point72 Europe
United Kingdom
-$10M -115,299 Closed
SIA
840
Sit Investment Associates
Minnesota
-$9.54M -109,475 Closed
O
841
Ossiam
France
-$5.64M -64,707 Closed
PWP
842
Private Wealth Partners
California
-$5.16M -59,250 Closed
MSL
843
Mackay Shields LLC
New York
-$4.63M -53,094 Closed
AWA
844
Aaron Wealth Advisors
Illinois
-$491K -42,775 Closed
DILIC
845
Dai-ichi Life Insurance Company
Japan
-$3.48M -39,919 Closed
GC
846
Gillson Capital
Illinois
-$2.9M -33,304 Closed
CIS
847
Capital International Sarl
California
-$2.79M -32,034 Closed
HF
848
HRT Financial
New York
-$2.47M -28,336 Closed
AI
849
Atria Investments
North Carolina
-$2.03M -23,308 Closed
AFM
850
Anson Funds Management
Texas
-$1.74M -20,000 Closed

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.