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State Street
STT

919 hedge funds and large institutions have $22.8B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 279 increasing their positions, 376 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

13% more capital invested

Capital invested by funds: $20.1B → $22.8B (+$2.68B)

2% more funds holding

Funds holding: 900 → 919 (+19)

3.94% less ownership

Funds ownership: 90.05% → 86.1% (-3.9%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

19% less call options, than puts

Call options by funds: $163M | Put options by funds: $202M

26% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 376

Holders
919
Holders Change
+19
Holders Change %
+2.11%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
100
Increased
279
Reduced
376
Closed
75
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$126M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$112M
3
Amundi
Amundi
France
+$102M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$69.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.7M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$285M
2
JP Morgan Chase
JP Morgan Chase
New York
-$250M
3
Goldman Sachs
Goldman Sachs
New York
-$149M
4
TCM
TAM Capital Management
Connecticut
-$81.3M
5
Ameriprise
Ameriprise
Minnesota
-$79.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
876
Rakuten Securities
Japan
$3.89K +$1.15K +14 +47%
ACA
877
Atlas Capital Advisors
Wyoming
$3.54K – – –
FGA
878
Fortis Group Advisors
New Jersey
$3.45K – – –
HFS
879
Hantz Financial Services
Michigan
$3K – – –
AW
880
Avion Wealth
Texas
$3K +$1.07K +13 +43%
CWC
881
Carolinas Wealth Consulting
North Carolina
$2.92K +$825 +10 +43%
DF
882
Dunhill Financial
United Kingdom
$2.91K +$82 +1 +3%
DPW
883
DiNuzzo Private Wealth
Pennsylvania
$2.83K +$165 +2 +7%
FFC
884
First Financial Corp
Indiana
$2.65K -$1.65K -20 -40%
CIA
885
Cape Investment Advisory
Georgia
$2.57K +$2.39K +29 New
SIC
886
SJS Investment Consulting
Ohio
$2.48K – – –
MIA
887
MeadowBrook Investment Advisors
Michigan
$2.47K – – –
CCA
888
Criterion Capital Advisors
Tennessee
$2.44K – – –
VWA
889
Valued Wealth Advisors
Utah
$2.39K – – –
AFWM
890
Abich Financial Wealth Management
Virginia
$2.3K -$152K -1,844 -99%
CPG
891
Cornerstone Planning Group
New Jersey
$2.23K +$412 +5 +26%
WWP
892
WR Wealth Planners
Missouri
$2.21K -$1.48K -18 -42%
PPC
893
Park Place Capital
Alabama
$2.12K – – –
SIC
894
Salem Investment Counselors
North Carolina
$2.04K – – –
FMP
895
Financial Management Professionals
Texas
$2K – – –
PCM
896
Penserra Capital Management
California
$2K – – –
CFGS
897
Concourse Financial Group Securities
Alabama
$1.95K -$5.36K -65 -75%
WPA
898
West Paces Advisors
Georgia
$1.77K – – –
NFA
899
Northwest Financial Advisors
Virginia
$1.68K +$1.57K +19 New
UCI
900
Uncommon Cents Investing
Wisconsin
$1.33K +$1.24K +15 New
34 35
36
37 38

STT Hedge Fund Activity: Q3 2024 in Review

919 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2024, worth a combined $22.8B — up 13% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STT positions and 75 closed out — a net gain of 25 holders — while 279 added to existing stakes and 376 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Dodge & Cox, cutting an estimated $285M.

  • 919 institutional investors held State Street (STT) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $22.8B of State Street stock for Q3 2024, up 13% quarter-over-quarter.
  • 100 funds opened new State Street positions in Q3 2024 and 75 closed out, a net change of +25 holders.
  • The largest State Street buyer in Q3 2024 was BlackRock, an estimated $126M added.
  • The largest State Street seller in Q3 2024 was Dodge & Cox, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.