State Street
839 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 251 increasing their positions, 338 reducing their positions, and 67 closing their positions.
13% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 67
0% less funds holding
Funds holding: 841 → 839 (-2)
0.74% less ownership
Funds ownership: 86.29% → 85.55% (-0.74%)
13% less capital invested
Capital invested by funds: $21.1B → $18.3B (-$2.85B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
26% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 338
27% less call options, than puts
Call options by funds: $141M | Put options by funds: $193M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
+$74.4M |
| 2 |
A
AustralianSuper
Melbourne,
Australia
|
+$71.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$68.9M |
| 4 |
JP Morgan Chase
New York
|
+$54.9M |
| 5 |
PMG
Private Management Group
Irvine,
California
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$285M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$279M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$154M |
| 4 |
BlackRock
New York
|
-$78.9M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$76.5M |
STT Hedge Fund Activity: Q3 2023 in Review
839 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2023, worth a combined $18.3B — down 13% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new STT positions and 67 closed out — a net gain of 9 holders — while 251 added to existing stakes and 338 trimmed.
The largest buyer was Amundi, adding an estimated $74.4M. The largest seller was Ameriprise, cutting an estimated $285M.
- 839 institutional investors held State Street (STT) as of Q3 2023, down from 841 in Q2 2023.
- Funds reported $18.3B of State Street stock for Q3 2023, down 13% quarter-over-quarter.
- 76 funds opened new State Street positions in Q3 2023 and 67 closed out, a net change of +9 holders.
- The largest State Street buyer in Q3 2023 was Amundi, an estimated $74.4M added.
- The largest State Street seller in Q3 2023 was Ameriprise, an estimated $285M sold.
Based on aggregated 13F filings for Q3 2023.