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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
TSMHT
851
Thurston Springer Miller Herd & Titak
Indiana
$4.2K +$4.17K +56 New
CA
852
Crewe Advisors
Utah
$4.14K -$2.91K -39 -41%
AF
853
Advisornet Financial
Minnesota
$4.11K +$1.19K +16 +40%
APC
854
Aspire Private Capital
North Carolina
$4.07K
NB
855
NBT Bank
New York
$4.07K
OWA
856
Opal Wealth Advisors
New York
$3.85K +$3.88K +52 New
FFC
857
First Financial Corp
Indiana
$3.7K
GWSG
858
GPS Wealth Strategies Group
Colorado
$3.7K
WWM
859
Wolff Wiese Magana
California
$3.7K +$745 +10 +25%
UWS
860
Unique Wealth Strategies
Illinois
$3.33K +$3.21K +43 New
WWP
861
WR Wealth Planners
Missouri
$3.18K +$1.42K +19 +79%
ACA
862
Atlas Capital Advisors
Wyoming
$2.96K
FGA
863
Fortis Group Advisors
New Jersey
$2.89K
RFG
864
RFP Financial Group
Georgia
$2.89K
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.66K +$2.68K +36 New
CCA
866
Criterion Capital Advisors
Tennessee
$2.44K
MIA
867
MeadowBrook Investment Advisors
Michigan
$2.4K
DF
868
Dunhill Financial
United Kingdom
$2.39K
DPW
869
DiNuzzo Private Wealth
Pennsylvania
$2.22K +$298 +4 +15%
RS
870
Rakuten Securities
Japan
$2.22K +$2.24K +30 New
SIC
871
SJS Investment Consulting
Ohio
$2.07K
CB
872
Centennial Bank
Arkansas
$2.07K +$2.09K +28 New
FMP
873
Financial Management Professionals
Texas
$2K
HFS
874
Hantz Financial Services
Michigan
$2K
PCM
875
Penserra Capital Management
California
$2K

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.