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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 $11.1M 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 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more capital invested

Capital invested by funds: $2.37M → $11.1M (+$8.74M)

0% more funds holding

Funds holding: 33 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
3
Holders Change
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIMS
1
FBL Investment Management Services
Iowa
$8.12M +$8.15M +310,000 New
AAM
2
Advisors Asset Management
Colorado
$2.98M +$2.98M +113,373 New
SIM
3
Sonora Investment Management
Arizona
$4K
RIG
4
Roosevelt Investment Group
New York
-$2.37M -96,629 Closed
LPWM
5
Lake Point Wealth Management
Texas
-$1K -45 Closed

STT.PRD Hedge Fund Activity: Q1 2019 in Review

3 of the 4,620 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 Q1 2019, worth a combined $11.1M — up 369% from $2.37M a quarter earlier.

Fund positioning in STT.PRD was balanced in Q1 2019: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was FBL Investment Management Services, opening a new position worth an estimated $8.15M. The largest seller was Roosevelt Investment Group, exiting entirely with an estimated $2.37M 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 Q1 2019, unchanged from Q4 2018.
  • Funds reported $11.1M 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 Q1 2019, up 369% quarter-over-quarter.
  • 2 funds 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 Q1 2019 and 2 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 Q1 2019 was FBL Investment Management Services, an estimated $8.15M 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 Q1 2019 was Roosevelt Investment Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q1 2019.