We are live on ! Find out more
STT icon

State Street

753 hedge funds and large institutions have $26.5B invested in State Street in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 328 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $239M | Put options by funds: $159M

0% more capital invested

Capital invested by funds: $26.4B → $26.5B (+$113M)

0.88% less ownership

Funds ownership: 88%87.12% (-0.88%)

4% less funds holding

Funds holding: 788753 (-35)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

32% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 81

34% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 328

Holders
753
Holders Change
-35
Holders Change %
-4.44%
% of All Funds
18.75%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
55
Increased
217
Reduced
328
Closed
81
Calls
$239M
Puts
$159M
Net Calls
+$80.6M
Net Calls Change
+$94.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
451
Canandaigua National Bank & Trust
New York
$814K
BST
452
Bath Savings Trust
Maine
$803K
WA
453
Waverly Advisors
Alabama
$790K +$787K +9,922 New
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$773K -$161K -2,031 -17%
EWM
455
Endurance Wealth Management
Rhode Island
$773K
ACP
456
Ashfield Capital Partners
California
$771K
MSV
457
MN Services Vermogensbeheer
Netherlands
$766K +$15.1K +191 +2%
DA
458
Denali Advisors
California
$760K -$1.18M -14,899 -61%
RT
459
Rockland Trust
Massachusetts
$758K -$96K -1,210 -11%
Baird Financial Group
460
Baird Financial Group
Wisconsin
$757K -$18.7K -236 -2%
CP
461
Corbenic Partners
Pennsylvania
$748K
CB
462
Chemical Bank
Michigan
$745K -$31.6K -398 -4%
AC
463
Abbrea Capital
California
$736K
VFA
464
Voya Financial Advisors
Connecticut
$728K +$48.4K +610 +7%
CA
465
Commerzbank Aktiengesellschaft
Germany
$726K +$140K +1,768 +24%
SWP
466
Stratos Wealth Partners
Ohio
$723K +$18.1K +228 +3%
Cambridge Investment Research Advisors
467
Cambridge Investment Research Advisors
Iowa
$718K +$50.4K +636 +8%
FCH
468
Freestone Capital Holdings
Washington
$717K +$29.1K +367 +4%
MJP
469
Michael J. Puzo
$710K
MYAM
470
Meiji Yasuda Asset Management
Japan
$705K +$11.1K +140 +2%
CFMC
471
Curbstone Financial Management Corp
New Hampshire
$701K +$23.8K +300 +4%
CC
472
ClearArc Capital
Ohio
$700K -$634 -8 -0.1%
TBNY
473
Trustco Bank (New York)
New York
$694K -$7.93K -100 -1%
CI
474
Conning Inc
Connecticut
$693K -$50.8K -640 -7%
BPCE
475
Bank Pictet & Cie (Europe)
Germany
$674K -$43.3K -546 -6%

STT Hedge Fund Activity: Q1 2017 in Review

753 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2017, worth a combined $26.5B — up 0.43% from $26.4B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STT and 55 opened new positions — a net loss of 26 holders — while 328 trimmed existing stakes and 217 added.

The largest buyer was BlackRock, adding an estimated $1.56B. The largest seller was Capital Research Global Investors, cutting an estimated $398M.

  • 753 institutional investors held State Street (STT) as of Q1 2017, down from 788 in Q4 2016.
  • Funds reported $26.5B of State Street stock for Q1 2017, up 0.43% quarter-over-quarter.
  • 55 funds opened new State Street positions in Q1 2017 and 81 closed out, a net change of -26 holders.
  • The largest State Street buyer in Q1 2017 was BlackRock, an estimated $1.56B added.
  • The largest State Street seller in Q1 2017 was Capital Research Global Investors, an estimated $398M sold.

Based on aggregated 13F filings for Q1 2017.