State Street
905 hedge funds and large institutions have $32.5B invested in State Street in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 281 increasing their positions, 362 reducing their positions, and 49 closing their positions.
69% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 49
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
11% more call options, than puts
Call options by funds: $184M | Put options by funds: $165M
2% more funds holding
Funds holding: 883 → 905 (+22)
2% more capital invested
Capital invested by funds: $31.8B → $32.5B (+$759M)
0.89% more ownership
Funds ownership: 87.76% → 88.66% (+0.89%)
22% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 362
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$156M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$142M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$77.4M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$75.3M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$69.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$181M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$122M |
| 3 |
State Street
Boston,
Massachusetts
|
-$73.1M |
| 4 |
CP
Coho Partners
Berwyn,
Pennsylvania
|
-$52.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$50.3M |
STT Hedge Fund Activity: Q1 2018 in Review
905 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2018, worth a combined $32.5B — up 2.4% from $31.8B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new STT positions and 49 closed out — a net gain of 34 holders — while 281 added to existing stakes and 362 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $156M. The largest seller was Fidelity Investments, cutting an estimated $181M.
- 905 institutional investors held State Street (STT) as of Q1 2018, up from 883 in Q4 2017.
- Funds reported $32.5B of State Street stock for Q1 2018, up 2.4% quarter-over-quarter.
- 83 funds opened new State Street positions in Q1 2018 and 49 closed out, a net change of +34 holders.
- The largest State Street buyer in Q1 2018 was Goldman Sachs, an estimated $156M added.
- The largest State Street seller in Q1 2018 was Fidelity Investments, an estimated $181M sold.
Based on aggregated 13F filings for Q1 2018.