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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 %
FFC
851
First Financial Corp
Indiana
$3.7K – – –
GWSG
852
GPS Wealth Strategies Group
Colorado
$3.7K – – –
WWM
853
Wolff Wiese Magana
California
$3.7K +$740 +10 +25%
UWS
854
Unique Wealth Strategies
Illinois
$3.33K +$3.33K +43 New
WWP
855
WR Wealth Planners
Missouri
$3.18K +$1.41K +19 +79%
ACA
856
Atlas Capital Advisors
Wyoming
$2.96K – – –
FGA
857
Fortis Group Advisors
New Jersey
$2.89K – – –
RFG
858
RFP Financial Group
Georgia
$2.89K – – –
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.66K +$2.66K +36 New
CCA
860
Criterion Capital Advisors
Tennessee
$2.44K – – –
MIA
861
MeadowBrook Investment Advisors
Michigan
$2.4K – – –
DF
862
Dunhill Financial
United Kingdom
$2.39K – – –
DPW
863
DiNuzzo Private Wealth
Pennsylvania
$2.22K +$296 +4 +15%
RS
864
Rakuten Securities
Japan
$2.22K +$2.22K +30 New
SIC
865
SJS Investment Consulting
Ohio
$2.07K – – –
CB
866
Centennial Bank
Arkansas
$2.07K +$2.07K +28 New
HFS
867
Hantz Financial Services
Michigan
$2K – – –
FMP
868
Financial Management Professionals
Texas
$2K – – –
PCM
869
Penserra Capital Management
California
$2K – – –
AW
870
Avion Wealth
Texas
$2K +$933 +14 +88%
VWA
871
Valued Wealth Advisors
Utah
$2K -$296 -4 -13%
PPC
872
Park Place Capital
Alabama
$1.78K – – –
SIC
873
Salem Investment Counselors
North Carolina
$1.7K – – –
CWC
874
Carolinas Wealth Consulting
North Carolina
$1.7K +$370 +5 +28%
WPA
875
West Paces Advisors
Georgia
$1.48K -$444 -6 -23%
33 34
35
36 37