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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
OC
826
Oarsman Capital
Wisconsin
$17.7K +$16.5K +200 New
NCM
827
Northwest Capital Management
Oregon
$17.3K
ATS
828
Ashton Thomas Securities
New York
$17.3K +$16.1K +195 New
GKIM
829
GW&K Investment Management
Massachusetts
$17K +$412 +5 +3%
FMTCOCP
830
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
Loomis, Sayles & Company
831
Loomis, Sayles & Company
Massachusetts
$15K +$660 +8 +5%
BWL
832
Bogart Wealth LLC
Virginia
$14.5K +$82 +1 +0.6%
RA
833
Rise Advisors
New York
$14.2K +$165 +2 +1%
RCM
834
Raleigh Capital Management
North Carolina
$12.8K +$247 +3 +2%
IRAG
835
Investment Research & Advisory Group
Georgia
$12.6K
NSIM
836
North Star Investment Management
Illinois
$12.4K -$8.25K -100 -42%
JWA
837
JFS Wealth Advisors
Pennsylvania
$11.9K +$330 +4 +3%
OA
838
Operose Advisors
Wisconsin
$11.5K
CAL
839
Capital Advisors Ltd
Ohio
$11K
DIP
840
DT Investment Partners
Pennsylvania
$11K
W
841
WealthCollab
Washington
$10.8K
RTL
842
Red Tortoise LLC
Georgia
$10.5K
NRG
843
Nemes Rush Group
Michigan
$10.1K
HWA
844
HHM Wealth Advisors
Tennessee
$10.1K
HDIM
845
Hanson & Doremus Investment Management
Vermont
$10K
AP
846
Aspect Partners
Virginia
$9.73K
NC
847
NewSquare Capital
Pennsylvania
$9.38K
IAIM
848
International Assets Investment Management
Florida
$9.26K +$2.66M +32,226 +15,130%
PAI
849
Pittenger & Anderson Inc
Nebraska
$9.2K
BIA
850
Bell Investment Advisors
California
$9.02K -$165 -2 -2%

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.