State Street
838 hedge funds and large institutions have $26.8B invested in State Street in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 252 increasing their positions, 318 reducing their positions, and 65 closing their positions.
37% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 65
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
11% more capital invested
Capital invested by funds: $24.1B → $26.8B (+$2.69B)
2% more funds holding
Funds holding: 818 → 838 (+20)
1.75% less ownership
Funds ownership: 92.46% → 90.7% (-1.8%)
21% less call options, than puts
Call options by funds: $68.7M | Put options by funds: $86.5M
21% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 318
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$434M |
| 2 |
JP Morgan Chase
New York
|
+$379M |
| 3 |
Goldman Sachs
New York
|
+$211M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$122M |
| 5 |
BlackRock
New York
|
+$95.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$714M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$685M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$226M |
| 4 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$183M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$54.5M |
STT Hedge Fund Activity: Q1 2021 in Review
838 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2021, worth a combined $26.8B — up 11% from $24.1B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new STT positions and 65 closed out — a net gain of 24 holders — while 252 added to existing stakes and 318 trimmed.
The largest buyer was Bank of America, adding an estimated $434M. The largest seller was Massachusetts Financial Services, cutting an estimated $714M.
- 838 institutional investors held State Street (STT) as of Q1 2021, up from 818 in Q4 2020.
- Funds reported $26.8B of State Street stock for Q1 2021, up 11% quarter-over-quarter.
- 89 funds opened new State Street positions in Q1 2021 and 65 closed out, a net change of +24 holders.
- The largest State Street buyer in Q1 2021 was Bank of America, an estimated $434M added.
- The largest State Street seller in Q1 2021 was Massachusetts Financial Services, an estimated $714M sold.
Based on aggregated 13F filings for Q1 2021.