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State Street
STT

884 hedge funds and large institutions have $24B invested in State Street in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 275 increasing their positions, 318 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 54

35% more call options, than puts

Call options by funds: $136M | Put options by funds: $100M

21% more capital invested

Capital invested by funds: $19.9B → $24B (+$4.13B)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

7% more funds holding

Funds holding: 827 → 884 (+57)

4.21% less ownership

Funds ownership: 89.31% → 85.09% (-4.2%)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 318

Holders
884
Holders Change
+57
Holders Change %
+6.89%
% of All Funds
14.21%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
128
Increased
275
Reduced
318
Closed
54
Calls
$136M
Puts
$100M
Net Calls
+$35.6M
Net Calls Change
+$7.04M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$105M
2
Citadel Advisors
Citadel Advisors
Florida
+$72.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$60.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$59.8M
5
IG
ING Group
Netherlands
+$50.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$462M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
3
Bank of America
Bank of America
North Carolina
-$104M
4
Ameriprise
Ameriprise
Minnesota
-$85.9M
5
Boston Partners
Boston Partners
Massachusetts
-$72.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
826
Kistler-Tiffany Companies
Pennsylvania
$6.98K – – –
M
827
MOTCO
Texas
$6.21K – – –
VCM
828
Versant Capital Management
Arizona
$6.13K +$1.1K +15 +23%
MHR
829
Matthew Hamilton Rosenberg
$5.99K +$74 +1 +1%
DFCM
830
Dark Forest Capital Management
Puerto Rico
$5.97K -$1.84K -25 -25%
BAAM
831
Baker Avenue Asset Management
California
$5.97K +$5.67K +77 New
CFD
832
Creative Financial Designs
Indiana
$5.89K -$7.07K -96 -56%
USCWA
833
U.S. Capital Wealth Advisors
Texas
$5.12K +$4.86K +66 New
FCT
834
First Community Trust
Iowa
$5K – – –
AAP
835
Arax Advisory Partners
Colorado
$4.73K +$3.46K +47 +336%
ME
836
McIlrath & Eck
Washington
$4.65K – – –
BWM
837
BerganKDV Wealth Management
Minnesota
$4.34K -$11.9K -162 -74%
APC
838
Aspire Private Capital
North Carolina
$4.27K – – –
CWP
839
Concord Wealth Partners
Virginia
$4.27K +$4.05K +55 New
FMP
840
Financial Management Professionals
Texas
$4K – – –
Credit Agricole
841
Credit Agricole
France
$3.88K – – –
HWMA
842
Heritage Wealth Management (Arizona)
Arizona
$3.88K +$3.68K +50 New
DI
843
Disciplined Investments
Oklahoma
$3.72K -$295 -4 -8%
SC
844
Schubert & Co
Texas
$3.49K -$295 -4 -8%
ANBT
845
American National Bank & Trust
Texas
$3K -$1.92K -26 -43%
TFM
846
TFC Financial Management
Massachusetts
$2.95K – – –
SIC
847
SJS Investment Consulting
Ohio
$2.71K -$74 -1 -3%
AIC
848
Archer Investment Corporation
Indiana
$2.71K – – –
CFGS
849
Concourse Financial Group Securities
Alabama
$2.66K +$2.28K +31 +1,033%
AWM
850
Abound Wealth Management
Tennessee
$2.65K +$442 +6 +21%
32 33
34
35 36

STT Hedge Fund Activity: Q4 2022 in Review

884 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2022, worth a combined $24B — up 21% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new STT positions and 54 closed out — a net gain of 74 holders — while 275 added to existing stakes and 318 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was T. Rowe Price Associates, cutting an estimated $462M.

  • 884 institutional investors held State Street (STT) as of Q4 2022, up from 827 in Q3 2022.
  • Funds reported $24B of State Street stock for Q4 2022, up 21% quarter-over-quarter.
  • 128 funds opened new State Street positions in Q4 2022 and 54 closed out, a net change of +74 holders.
  • The largest State Street buyer in Q4 2022 was Morgan Stanley, an estimated $105M added.
  • The largest State Street seller in Q4 2022 was T. Rowe Price Associates, an estimated $462M sold.

Based on aggregated 13F filings for Q4 2022.