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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
HWA
826
HHM Wealth Advisors
Tennessee
$8.44K
AP
827
Aspect Partners
Virginia
$8.14K
HDIM
828
Hanson & Doremus Investment Management
Vermont
$8K +$8.2K +110 New
NC
829
NewSquare Capital
Pennsylvania
$7.84K
BIA
830
Bell Investment Advisors
California
$7.7K
PAI
831
Pittenger & Anderson Inc
Nebraska
$7.7K
JGIA
832
Jackson Grant Investment Advisers
Connecticut
$7.4K
MWM
833
Mascoma Wealth Management
New Hampshire
$7.4K
PBK
834
Peoples Bank (Kansas)
Kansas
$7.4K
LIA
835
Lynx Investment Advisory
District of Columbia
$7.18K +$7.23K +97 New
AIC
836
Archer Investment Corporation
Indiana
$6.88K +$4.32K +58 +166%
CFGS
837
Concourse Financial Group Securities
Alabama
$6.44K -$1.34K -18 -17%
MHR
838
Matthew Hamilton Rosenberg
$5.93K
M
839
MOTCO
Texas
$5.92K -$2.46K -33 -29%
TCM
840
Tributary Capital Management
Nebraska
$5.92K +$149 +2 +3%
AA
841
Addison Advisors
Vermont
$5.92K +$5.96K +80 New
CFD
842
Creative Financial Designs
Indiana
$5.62K
USB
843
Union Savings Bank
Connecticut
$5.55K
ETC
844
Exchange Traded Concepts
Oklahoma
$5.4K +$5.44K +73 New
PCA
845
Providence Capital Advisors
North Carolina
$5.25K +$5.29K +71 New
RWA
846
Redmont Wealth Advisors
Illinois
$4.96K
AWM
847
Abound Wealth Management
Tennessee
$4.45K
BHWM
848
Beaird Harris Wealth Management
Texas
$4.44K
ME
849
McIlrath & Eck
Washington
$4.44K
IA
850
Icon Advisers
Colorado
$4.44K +$4.47K +60 New

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.