State Street
901 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 239 increasing their positions, 383 reducing their positions, and 53 closing their positions.
140% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 53
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
14% more capital invested
Capital invested by funds: $18.3B → $20.8B (+$2.56B)
7% more funds holding
Funds holding: 839 → 901 (+62)
1.59% more ownership
Funds ownership: 85.55% → 87.14% (+1.6%)
29% less call options, than puts
Call options by funds: $117M | Put options by funds: $164M
38% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 383
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$246M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$70.3M |
| 3 |
D.E. Shaw & Co
New York
|
+$43M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$39.9M |
| 5 |
MC
Metropolis Capital
Amersham,
United Kingdom
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$184M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$80.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$62.1M |
| 4 |
BlackRock
New York
|
-$57.1M |
| 5 |
JP Morgan Chase
New York
|
-$55.8M |
STT Hedge Fund Activity: Q4 2023 in Review
901 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2023, worth a combined $20.8B — up 14% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new STT positions and 53 closed out — a net gain of 74 holders — while 239 added to existing stakes and 383 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Invesco, cutting an estimated $184M.
- 901 institutional investors held State Street (STT) as of Q4 2023, up from 839 in Q3 2023.
- Funds reported $20.8B of State Street stock for Q4 2023, up 14% quarter-over-quarter.
- 127 funds opened new State Street positions in Q4 2023 and 53 closed out, a net change of +74 holders.
- The largest State Street buyer in Q4 2023 was Morgan Stanley, an estimated $246M added.
- The largest State Street seller in Q4 2023 was Invesco, an estimated $184M sold.
Based on aggregated 13F filings for Q4 2023.