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STT.PRD

State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D

Delisted

STT.PRD was delisted on the 14th of March, 2024.

3 hedge funds and large institutions have $2.37M invested in State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 33 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

75% less capital invested

Capital invested by funds: $9.44M → $2.37M (-$7.07M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
3
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
FIMS
FBL Investment Management Services
Iowa
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$2.37M +$1.2M +46,704 +94%
SIM
2
Sonora Investment Management
Arizona
$3K
LPWM
3
Lake Point Wealth Management
Texas
$1K +$1.16K +45 New
FIMS
4
FBL Investment Management Services
Iowa
-$8.12M -310,000 Closed

STT.PRD Hedge Fund Activity: Q4 2018 in Review

3 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D (STT.PRD) for Q4 2018, worth a combined $2.37M — down 75% from $9.44M a quarter earlier.

Fund positioning in STT.PRD was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $1.2M. The largest seller was FBL Investment Management Services, exiting entirely with an estimated $8.12M sold.

  • 3 institutional investors held State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D (STT.PRD) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $2.37M of State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D stock for Q4 2018, down 75% quarter-over-quarter.
  • 1 fund opened new State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D positions in Q4 2018 and 1 closed out, a net change of 0 holders.
  • The largest State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D buyer in Q4 2018 was Roosevelt Investment Group, an estimated $1.2M added.
  • The largest State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D seller in Q4 2018 was FBL Investment Management Services, an estimated $8.12M sold.

Based on aggregated 13F filings for Q4 2018.