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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 %
CAC
901
Core Alternative Capital
Georgia
$696 -$7.81K -101 -92%
GI
902
Gradient Investments
Minnesota
$696 -$2.63K -34 -79%
CAM
903
Creekmur Asset Management
Illinois
$619 +$619 +8 New
MIM
904
Macroview Investment Management
Maryland
$464 – – –
NL
905
NVWM LLC
Pennsylvania
$390 +$390 +5 New
TWP
906
TFO Wealth Partners
Ohio
$387 -$232 -3 -38%
CP
907
Castleview Partners
Texas
$387 – – –
OP
908
ORG Partners
Indiana
$386 +$386 +5 New
LFG
909
Larson Financial Group
Missouri
$323 – – –
SWA
910
SOA Wealth Advisors
New York
$84 – – –
WA
911
WestEnd Advisors
North Carolina
$77 +$77 +1 New
DWM
912
Dogwood Wealth Management
Kansas
$3 -$5 – –
LP
913
Longview Partners
Guernsey
– -$544M -7,019,068 Closed
Balyasny Asset Management
914
Balyasny Asset Management
Illinois
– -$121M -1,563,964 Closed
Capital Research Global Investors
915
Capital Research Global Investors
California
– -$46.7M -602,643 Closed
CVA
916
Ceredex Value Advisors
Florida
– -$25.5M -326,433 Closed
LP
917
LMR Partners
United Kingdom
– -$16M -206,959 Closed
Holocene Advisors
918
Holocene Advisors
New York
– -$7.66M -98,922 Closed
Twin Tree Management
919
Twin Tree Management
Texas
– -$6.17M -79,694 Closed
IMPI
920
Ilmarinen Mutual Pension Insurance
Finland
– -$5.24M -67,600 Closed
PCOC
921
Power Corp of Canada
Canada
– -$4.12M -53,228 Closed
GBWM
922
Granite Bay Wealth Management
New Hampshire
– -$1.32M -18,900 Closed
OAC
923
OMERS Administration Corp
Ontario, Canada
– -$1.12M -14,400 Closed
AWM
924
AE Wealth Management
Kansas
– -$1.04M -13,837 Closed
PMEF
925
Point72 Middle East FZE
United Arab Emirates
– -$1.02M -13,181 Closed
35 36
37
38 39