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State Street
STT

Overview Fund Activity

895 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 379 reducing their positions, and 54 closing their positions.

Holders
895
Holders Change
+61
Holders Change %
+7.31%
% of All Funds
13.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
127
Increased
238
Reduced
379
Closed
54
Calls
$117M
Puts
$164M
Net Calls
-$47M
Net Calls Change
+$5.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$615M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$78.1M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$52M
4
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$45.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$121M

Top Sellers

1
Invesco
1
Invesco
Georgia
$603M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.87B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.53M
4
BlackRock
4
BlackRock
New York
$1.93B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$376M
Name Market Value Shares Shares
Change 		Shares
Change %
CWC
876
Carolinas Wealth Consulting
North Carolina
$1.41K 18 – –
CAS
877
Coppell Advisory Solutions
Texas
$1.08K 14 +14 New
CAL
878
Capital Analysts LLC
Pennsylvania
$1K 10 -45 -82%
AW
879
Avion Wealth
Texas
$1K 16 -6 -27%
HFM
880
Harvest Fund Management
China
$1K 7 – –
BCMLT
881
Beacon Capital Management LLC (Tennessee)
Tennessee
$870 13 – –
SIS
882
Strategic Investment Solutions
Illinois
$855 11 -682 -98%
CTA
883
Colonial Trust Advisors
South Carolina
$775 10 -2 -17%
BC
884
Barrett & Company
Rhode Island
$775 10 – –
DWA
885
Delos Wealth Advisors
Texas
$698 9 – –
VWA
886
Valued Wealth Advisors
Utah
$677 10 +10 New
TWP
887
TFO Wealth Partners
Ohio
$620 8 – –
MIM
888
Macroview Investment Management
Maryland
$465 6 – –
EWM
889
Evermay Wealth Management
Virginia
$388 5 +5 New
DAM
890
Delta Asset Management
Tennessee
$387 5 -119 -96%
CP
891
Castleview Partners
Texas
$387 5 – –
LFG
892
Larson Financial Group
Missouri
$321 4 – –
SWA
893
SOA Wealth Advisors
New York
$83 1 -10 -91%
RS
894
Rakuten Securities
Japan
$77 1 +1 New
DWM
895
Dogwood Wealth Management
Kansas
– – – –
TC
896
TwinBeech Capital
New York
– – -136,694 Closed
Two Sigma Investments
897
Two Sigma Investments
New York
– – -102,995 Closed
Hudson Bay Capital Management
898
Hudson Bay Capital Management
Connecticut
– – -100,000 Closed
HV
899
HST Ventures
Utah
– – -92,086 Closed
NRCM
900
North Reef Capital Management
California
– – -70,000 Closed
34 35
36
37 38