State Street
749 hedge funds and large institutions have $17.1B invested in State Street in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 228 increasing their positions, 321 reducing their positions, and 151 closing their positions.
0.35% more ownership
Funds ownership: 90.2% → 90.55% (+0.35%)
11% less funds holding
Funds holding: 838 → 749 (-89)
11% less call options, than puts
Call options by funds: $45.8M | Put options by funds: $51.6M
29% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 321
34% less capital invested
Capital invested by funds: $26B → $17.1B (-$8.85B)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
52% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1.1B |
| 2 |
Bank of New York Mellon
New York
|
+$85.5M |
| 3 |
JP Morgan Chase
New York
|
+$85.4M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$66.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$270M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$199M |
| 3 |
Goldman Sachs
New York
|
-$150M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$136M |
| 5 |
BlackRock
New York
|
-$124M |
STT Hedge Fund Activity: Q1 2020 in Review
749 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2020, worth a combined $17.1B — down 34% from $26B a quarter earlier.
Sellers outnumbered buyers: 151 funds closed out of STT and 73 opened new positions — a net loss of 78 holders — while 321 trimmed existing stakes and 228 added.
The largest buyer was Dodge & Cox, adding an estimated $1.1B. The largest seller was Massachusetts Financial Services, cutting an estimated $270M.
- 749 institutional investors held State Street (STT) as of Q1 2020, down from 838 in Q4 2019.
- Funds reported $17.1B of State Street stock for Q1 2020, down 34% quarter-over-quarter.
- 73 funds opened new State Street positions in Q1 2020 and 151 closed out, a net change of -78 holders.
- The largest State Street buyer in Q1 2020 was Dodge & Cox, an estimated $1.1B added.
- The largest State Street seller in Q1 2020 was Massachusetts Financial Services, an estimated $270M sold.
Based on aggregated 13F filings for Q1 2020.