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State Street
STT

Overview Fund Activity

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$605M
2
Franklin Resources
Franklin Resources
California
$219M
3
Man Group
Man Group
United Kingdom
$153M
4
Millennium Management
Millennium Management
New York
$102M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$112M

Top Sellers

1
LP
Longview Partners
Guernsey
$0
2
Morgan Stanley
Morgan Stanley
New York
$307M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Dodge & Cox
Dodge & Cox
California
$1.47B
5
Invesco
Invesco
Georgia
$540M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
876
RFP Financial Group
Georgia
$3.02K -$6.19K -80 -67%
FGA
877
Fortis Group Advisors
New Jersey
$3.02K -$3.02K -39 -50%
AIC
878
Archer Investment Corporation
Indiana
$2.71K – – –
BCWM
879
Bartlett & Co Wealth Management
Ohio
$2.65K +$2.65K +34 New
CCA
880
Criterion Capital Advisors
Tennessee
$2.55K – – –
MIA
881
MeadowBrook Investment Advisors
Michigan
$2.45K – – –
DF
882
Dunhill Financial
United Kingdom
$2.44K +$534 +7 +28%
VWA
883
Valued Wealth Advisors
Utah
$2.41K +$1.63K +21 +210%
PCWA
884
Pacific Capital Wealth Advisors
California
$2.24K +$2.24K +29 New
SIC
885
SJS Investment Consulting
Ohio
$2.17K +$619 +8 +40%
DPW
886
DiNuzzo Private Wealth
Pennsylvania
$2.01K +$77 +1 +4%
WPA
887
West Paces Advisors
Georgia
$2.01K – – –
HFS
888
Hantz Financial Services
Michigan
$2K -$12.4K -186 -86%
FMP
889
Financial Management Professionals
Texas
$2K – – –
AW
890
Avion Wealth
Texas
$2K – – –
PVH
891
Psagot Value Holdings
Israel
$2K – – –
PPC
892
Park Place Capital
Alabama
$1.86K +$1.86K +24 New
WWP
893
WR Wealth Planners
Missouri
$1.86K +$1.86K +24 New
SIC
894
Salem Investment Counselors
North Carolina
$1.8K +$1.8K +23 New
CWC
895
Carolinas Wealth Consulting
North Carolina
$1.4K – – –
PCM
896
Penserra Capital Management
California
$1K -$58.5K -1,403 -98%
HFM
897
Harvest Fund Management
China
$1K – – –
ECM
898
Everence Capital Management
Indiana
$880 – – –
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
$851 -$155 -2 -15%
CTA
900
Colonial Trust Advisors
South Carolina
$773 – – –
34 35
36
37 38