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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
ATC
851
Adirondack Trust Company
New York
$2.4K – – –
APW
852
Acima Private Wealth
Virginia
$2.33K – – –
AWM
853
Atticus Wealth Management
Florida
$2.33K – – –
ZIG
854
Zullo Investment Group
Pennsylvania
$2.33K – – –
KFP
855
KB Financial Partners
New Jersey
$2K -$2.06K -28 -54%
CAL
856
Capital Analysts LLC
Pennsylvania
$2K -$1.92K -26 -51%
HFS
857
Hantz Financial Services
Michigan
$2K – – –
PPC
858
Park Place Capital
Alabama
$2K +$1.55K +21 New
CA
859
CoreCap Advisors
Michigan
$1.86K +$1.77K +24 New
SCA
860
Stonebridge Capital Advisors
Minnesota
$1.82K -$147 -2 -8%
WPA
861
West Paces Advisors
Georgia
$1.55K – – –
CWC
862
Carolinas Wealth Consulting
North Carolina
$1.41K – – –
MPCL
863
My Personal CFO LLC
Washington
$1.4K +$1.33K +18 New
OIA
864
Optimum Investment Advisors
Illinois
$1.09K – – –
CTA
865
Colonial Trust Advisors
South Carolina
$1.09K +$1.03K +14 New
BA
866
Bellwether Advisors
Nebraska
$1.08K – – –
BCMLT
867
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.01K – – –
CCMI
868
Creative Capital Management Investments
California
$1K +$515 +7 New
AA
869
Ancora Advisors
Ohio
$1K +$736 +10 New
PCM
870
Penserra Capital Management
California
$1K +$1.47K +20 New
SWA
871
SOA Wealth Advisors
New York
$856 – – –
ECM
872
Everence Capital Management
Indiana
$808 +$281K +3,810 +58%
MYAM
873
Meiji Yasuda Asset Management
Japan
$791 +$14.7K +200 +2%
WWM
874
Wolff Wiese Magana
California
$776 -$5.16K -70 -88%
BC
875
Barrett & Company
Rhode Island
$776 – – –
33 34
35
36 37

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.