State Street
901 hedge funds and large institutions have $22.8B invested in State Street in 2023 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 311 increasing their positions, 321 reducing their positions, and 68 closing their positions.
51% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 68
3.35% more ownership
Funds ownership: 84.44% → 87.78% (+3.3%)
2% more funds holding
Funds holding: 884 → 901 (+17)
7% more call options, than puts
Call options by funds: $117M | Put options by funds: $110M
3% less repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 321
5% less capital invested
Capital invested by funds: $24B → $22.8B (-$1.2B)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$632M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$102M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84M |
| 4 |
Goldman Sachs
New York
|
+$74.9M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$74.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$698M |
| 2 |
State Street
Boston,
Massachusetts
|
-$216M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$153M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$126M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$112M |
STT Hedge Fund Activity: Q1 2023 in Review
901 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2023, worth a combined $22.8B — down 5% from $24B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new STT positions and 68 closed out — a net gain of 35 holders — while 311 added to existing stakes and 321 trimmed.
The largest buyer was Vanguard Group, adding an estimated $632M. The largest seller was Bank of America, cutting an estimated $698M.
- 901 institutional investors held State Street (STT) as of Q1 2023, up from 884 in Q4 2022.
- Funds reported $22.8B of State Street stock for Q1 2023, down 5% quarter-over-quarter.
- 103 funds opened new State Street positions in Q1 2023 and 68 closed out, a net change of +35 holders.
- The largest State Street buyer in Q1 2023 was Vanguard Group, an estimated $632M added.
- The largest State Street seller in Q1 2023 was Bank of America, an estimated $698M sold.
Based on aggregated 13F filings for Q1 2023.