STT icon

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 %
PBK
826
Peoples Bank (Kansas)
Kansas
$7.4K – – –
JGIA
827
Jackson Grant Investment Advisers
Connecticut
$7.4K – – –
MWM
828
Mascoma Wealth Management
New Hampshire
$7.4K – – –
LIA
829
Lynx Investment Advisory
District of Columbia
$7.18K +$7.18K +97 New
AIC
830
Archer Investment Corporation
Indiana
$6.88K +$4.29K +58 +166%
CFGS
831
Concourse Financial Group Securities
Alabama
$6.44K -$1.33K -18 -17%
MHR
832
Matthew Hamilton Rosenberg
$5.93K – – –
M
833
MOTCO
Texas
$5.92K -$2.44K -33 -29%
TCM
834
Tributary Capital Management
Nebraska
$5.92K +$148 +2 +3%
AA
835
Addison Advisors
Vermont
$5.92K +$5.92K +80 New
CFD
836
Creative Financial Designs
Indiana
$5.62K – – –
USB
837
Union Savings Bank
Connecticut
$5.55K – – –
ETC
838
Exchange Traded Concepts
Oklahoma
$5.4K +$5.4K +73 New
PCA
839
Providence Capital Advisors
North Carolina
$5.25K +$5.25K +71 New
RWA
840
Redmont Wealth Advisors
Illinois
$4.96K – – –
AWM
841
Abound Wealth Management
Tennessee
$4.45K – – –
ME
842
McIlrath & Eck
Washington
$4.44K – – –
BHWM
843
Beaird Harris Wealth Management
Texas
$4.44K – – –
IA
844
Icon Advisers
Colorado
$4.44K +$4.44K +60 New
TSMHT
845
Thurston Springer Miller Herd & Titak
Indiana
$4.2K +$4.2K +56 New
CA
846
Crewe Advisors
Utah
$4.14K -$2.89K -39 -41%
AF
847
Advisornet Financial
Minnesota
$4.11K +$1.18K +16 +40%
NB
848
NBT Bank
New York
$4.07K – – –
APC
849
Aspire Private Capital
North Carolina
$4.07K – – –
OWA
850
Opal Wealth Advisors
New York
$3.85K +$3.85K +52 New
32 33
34
35 36