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State Street
STT

Overview Fund Activity

895 hedge funds and large institutions have $22.8B invested in State Street in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+15
Holders Change %
+1.7%
% of All Funds
14.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
309
Reduced
321
Closed
68
Calls
$117M
Puts
$110M
Net Calls
+$7.17M
Net Calls Change
-$28.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.19B
2
Ameriprise
Ameriprise
Minnesota
$936M
3
Goldman Sachs
Goldman Sachs
New York
$183M
4
GLA
Great Lakes Advisors
Illinois
$95.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$52.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$107M
2
State Street
State Street
Massachusetts
$1.24B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$114M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$479M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
851
Wolff Wiese Magana
California
$5.45K +$4.69K +62 +620%
FCT
852
First Community Trust
Iowa
$5K – – –
SC
853
Schubert & Co
Texas
$4.92K +$1.51K +20 +44%
BHWM
854
Beaird Harris Wealth Management
Texas
$4.54K -$2.5K -33 -35%
ME
855
McIlrath & Eck
Washington
$4.54K – – –
BWM
856
BerganKDV Wealth Management
Minnesota
$4.24K – – –
APC
857
Aspire Private Capital
North Carolina
$4.16K – – –
RCM
858
Raleigh Capital Management
North Carolina
$4.16K +$4.16K +55 New
DI
859
Disciplined Investments
Oklahoma
$3.86K +$227 +3 +6%
Credit Agricole
860
Credit Agricole
France
$3.79K – – –
GWSG
861
GPS Wealth Strategies Group
Colorado
$3.79K +$3.79K +50 New
AWM
862
Abound Wealth Management
Tennessee
$3.34K +$759 +10 +29%
SIC
863
SJS Investment Consulting
Ohio
$3.1K +$454 +6 +17%
CWP
864
Concord Wealth Partners
Virginia
$3.03K -$1.14K -15 -27%
AIC
865
Archer Investment Corporation
Indiana
$2.65K – – –
WPA
866
West Paces Advisors
Georgia
$2.57K +$1.06K +14 +70%
ATC
867
Adirondack Trust Company
New York
$2.35K – – –
AWM
868
Atticus Wealth Management
Florida
$2.27K – – –
APW
869
Acima Private Wealth
Virginia
$2.27K – – –
SSC
870
Syverson Strege & Co
Iowa
$2.2K +$2.2K +29 New
HFS
871
Hantz Financial Services
Michigan
$2K – – –
KFP
872
KB Financial Partners
New Jersey
$2K – – –
CM
873
Cohanzick Management
New York
$2K +$2K +2,000 New
SCA
874
Stonebridge Capital Advisors
Minnesota
$1.79K +$75 +1 +4%
LF
875
Lee Financial
Texas
$1.76K +$1.15K +15 +188%
33 34
35
36 37