State Street
922 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 321 increasing their positions, 335 reducing their positions, and 77 closing their positions.
35% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 77
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
3.04% more ownership
Funds ownership: 85.85% → 88.89% (+3%)
2% more funds holding
Funds holding: 903 → 922 (+19)
1% more capital invested
Capital invested by funds: $20.5B → $20.7B (+$217M)
4% less repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 335
17% less call options, than puts
Call options by funds: $125M | Put options by funds: $151M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$221M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$178M |
| 3 |
Man Group
London,
United Kingdom
|
+$121M |
| 4 |
Millennium Management
New York
|
+$65M |
| 5 |
D.E. Shaw & Co
New York
|
+$57.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$544M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$121M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$101M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$59.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$57.9M |
STT Hedge Fund Activity: Q1 2024 in Review
922 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2024, worth a combined $20.7B — up 1.1% from $20.5B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new STT positions and 77 closed out — a net gain of 27 holders — while 321 added to existing stakes and 335 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $221M. The largest seller was Longview Partners, exiting entirely with an estimated $544M sold.
- 922 institutional investors held State Street (STT) as of Q1 2024, up from 903 in Q4 2023.
- Funds reported $20.7B of State Street stock for Q1 2024, up 1.1% quarter-over-quarter.
- 104 funds opened new State Street positions in Q1 2024 and 77 closed out, a net change of +27 holders.
- The largest State Street buyer in Q1 2024 was JP Morgan Chase, an estimated $221M added.
- The largest State Street seller in Q1 2024 was Longview Partners, an estimated $544M sold.
Based on aggregated 13F filings for Q1 2024.