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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
13.01%
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 %
CPG
876
Cornerstone Planning Group
New Jersey
$1.47K +$1.47K +19 New
FW
877
Fairway Wealth
Ohio
$1.26K +$1.26K +17 New
RWM
878
Ruedi Wealth Management
Illinois
$1.11K +$1.11K +15 New
CAS
879
Coppell Advisory Solutions
Texas
$1.04K +$1.04K +14 New
HFM
880
Harvest Fund Management
China
$1K – – –
SIS
881
Strategic Investment Solutions
Illinois
$852 +$852 +10 New
ECM
882
Everence Capital Management
Indiana
$825 – – –
BCMLT
883
Beacon Capital Management LLC (Tennessee)
Tennessee
$814 – – –
FFO
884
Fortitude Family Office
Arizona
$814 +$814 +11 New
GI
885
Gradient Investments
Minnesota
$666 – – –
CAC
886
Core Alternative Capital
Georgia
$666 – – –
MIM
887
Macroview Investment Management
Maryland
$444 – – –
NL
888
NVWM LLC
Pennsylvania
$370 – – –
CP
889
Castleview Partners
Texas
$370 – – –
WA
890
WestEnd Advisors
North Carolina
$370 +$296 +4 +400%
LFG
891
Larson Financial Group
Missouri
$312 – – –
SWA
892
SOA Wealth Advisors
New York
$81 – – –
YDMI
893
Y.D. More Investments
Israel
$31 +$31 +160 New
DWM
894
Dogwood Wealth Management
Kansas
$3 -$3 – –
Ninety One (UK)
895
Ninety One (UK)
United Kingdom
– -$142M -1,834,617 Closed
Point72 Asset Management
896
Point72 Asset Management
Connecticut
– -$28.2M -364,962 Closed
WG
897
Winton Group
United Kingdom
– -$25.9M -334,954 Closed
PHK
898
Point72 Hong Kong
Hong Kong
– -$15.2M -196,669 Closed
CSS
899
Cubist Systematic Strategies
Connecticut
– -$15M -193,731 Closed
SPS
900
Susquehanna Portfolio Strategies
Pennsylvania
– -$8.92M -115,410 Closed
34 35
36
37 38