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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 %
JFG
926
Jefferies Financial Group
New York
– -$731K -9,441 Closed
ABC
927
Associated Banc-Corp
Wisconsin
– -$651K -8,406 Closed
FI
928
FJ Investments
Utah
– -$635K -8,200 Closed
Impax Asset Management Group
929
Impax Asset Management Group
United Kingdom
– -$548K -7,072 Closed
LCWP
930
Legacy Capital Wealth Partners
Arkansas
– -$546K -7,043 Closed
SAG
931
SageView Advisory Group
California
– -$479K -6,405 Closed
TFS
932
Thoroughbred Financial Services
Tennessee
– -$404K -5,218 Closed
FI
933
Fosun International
China
– -$391K -5,050 Closed
DWA
934
Douglass Winthrop Advisors
New York
– -$360K -4,650 Closed
BL
935
Balentine LLC
Georgia
– -$353K -4,558 Closed
OTL
936
Oak Thistle LLC
New York
– -$318K -4,104 Closed
SSG
937
Summit Securities Group
New York
– -$318K -4,100 Closed
AIM
938
Arcadia Investment Management
Michigan
– -$310K -4,000 Closed
PCM
939
PAR Capital Management
Massachusetts
– -$294K -3,800 Closed
LCM
940
Laurion Capital Management
New York
– -$292K -3,775 Closed
TCM
941
Teza Capital Management
Illinois
– -$288K -3,720 Closed
FA
942
FDx Advisors
Illinois
– -$271K -3,500 Closed
LI
943
LMCG Investments
Massachusetts
– -$264K -3,407 Closed
HCM
944
Howland Capital Management
Massachusetts
– -$265K -3,385 Closed
AGM
945
Alpine Global Management
New York
– -$260K -3,356 Closed
ICM
946
IMS Capital Management
Oregon
– -$254K -3,275 Closed
TSWM
947
Triangle Securities Wealth Management
North Carolina
– -$249K -3,210 Closed
VA
948
Vident Advisory
Georgia
– -$249K -3,209 Closed
VH
949
Visionary Horizons
Tennessee
– -$245K -3,165 Closed
SRL
950
Scientech Research LLC
New Jersey
– -$242K -3,127 Closed
36 37
38
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