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State Street

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: 900919 (+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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CT
901
Caldwell Trust
Florida
$1.24K +$1.15K +14 New
CAS
902
Coppell Advisory Solutions
Texas
$1.24K
SIS
903
Strategic Investment Solutions
Illinois
$1K +$82 +1 +10%
PMAM
904
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.15K +14 New
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$973
FFO
906
Fortitude Family Office
Arizona
$973
NL
907
NVWM LLC
Pennsylvania
$885 +$412 +5 +100%
HWP
908
Highline Wealth Partners
California
$885 +$825 +10 New
CAC
909
Core Alternative Capital
Georgia
$796
CA
910
Claris Advisors
Missouri
$796 +$742 +9 New
GSEP
911
Golden State Equity Partners
California
$796 +$742 +9 New
VAMG
912
Voisard Asset Management Group
Michigan
$620 +$577 +7 New
MIM
913
Macroview Investment Management
Maryland
$531
WA
914
WestEnd Advisors
North Carolina
$531 +$82 +1 +20%
AIM
915
Anchor Investment Management
South Carolina
$531 +$495 +6 New
CAM
916
Chesapeake Asset Management
New York
$442 +$412 +5 New
SWA
917
SOA Wealth Advisors
New York
$98
MFG
918
Mendota Financial Group
Wisconsin
$89 +$82 +1 New
YDMI
919
Y.D. More Investments
Israel
$40 +$742 +9 +6%
DWM
920
Dogwood Wealth Management
Kansas
$4
Jacobs Levy Equity Management
921
Jacobs Levy Equity Management
New Jersey
-$66.1M -892,719 Closed
ACL
922
Azora Capital LP
Florida
-$12.8M -173,575 Closed
Hudson Bay Capital Management
923
Hudson Bay Capital Management
Connecticut
-$11.1M -150,000 Closed
CC
924
Carlson Capital
Texas
-$7.33M -99,100 Closed
PE
925
Point72 Europe
United Kingdom
-$6.69M -90,461 Closed

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.