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State Street
STT

Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in State Street in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 251 increasing their positions, 317 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+21
Holders Change %
+2.58%
% of All Funds
14.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
89
Increased
251
Reduced
317
Closed
64
Calls
$68.7M
Puts
$86.5M
Net Calls
-$17.8M
Net Calls Change
+$10.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$471M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$411M
3
Goldman Sachs
Goldman Sachs
New York
+$229M
4
Ameriprise
Ameriprise
Minnesota
+$132M
5
BlackRock
BlackRock
New York
+$104M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$775M
2
Capital International Investors
Capital International Investors
California
-$743M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$245M
4
LP
Longview Partners
Guernsey
-$199M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
426
Summit Wealth & Retirement Planning
California
$807K – – –
BS
427
Banco Santander
Spain
$806K +$806K +9,591 New
SG Americas Securities
428
SG Americas Securities
New York
$802K -$3.57M -42,541 -82%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$798K -$87.9K -1,049 -10%
William Blair & Company
430
William Blair & Company
Illinois
$794K -$53K -631 -6%
TWI
431
Thomas White International
Illinois
$770K – – –
FCFC
432
First Commonwealth Financial Corp
Pennsylvania
$755K +$107K +1,269 +16%
AAM
433
Aureus Asset Management
Massachusetts
$739K – – –
AWM
434
Apollon Wealth Management
South Carolina
$739K +$739K +8,796 New
IA
435
IFG Advisory
Georgia
$737K +$263K +3,137 +56%
CFMC
436
Curbstone Financial Management Corp
New Hampshire
$735K -$12.6K -150 -2%
PT
437
Plimoth Trust
Massachusetts
$733K -$13K -155 -2%
VFA
438
Voya Financial Advisors
Connecticut
$728K +$42.7K +495 +6%
NEI
439
Northwest & Ethical Investments
Ontario, Canada
$721K – – –
RIM
440
Redpoint Investment Management
Australia
$710K – – –
AC
441
Allstate Corporation
Illinois
$704K +$57.1K +680 +9%
WG
442
Winton Group
United Kingdom
$704K +$704K +8,382 New
S
443
Seeyond
France
$703K +$28.1K +335 +4%
HAG
444
HighPoint Advisor Group
Illinois
$702K +$778 +9 +0.1%
DY
445
Dowling & Yahnke
California
$691K -$69.3K -825 -9%
BBVA
446
Banco Bilbao Vizcaya Argentaria
Spain
$691K +$9.08K +108 +1%
RT
447
Rockland Trust
Massachusetts
$686K +$153K +1,818 +29%
Creative Planning
448
Creative Planning
Kansas
$681K +$82.7K +985 +14%
HAIM
449
Hunter Associates Investment Management
Pennsylvania
$672K – – –
CAPTRUST Financial Advisors
450
CAPTRUST Financial Advisors
North Carolina
$658K +$432K +5,120 +192%
16 17
18
19 20