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State Street

898 hedge funds and large institutions have $31B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $28B → $31B (+$2.97B)

7% more funds holding

Funds holding: 838898 (+60)

1.65% more ownership

Funds ownership: 90.19%91.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

4% less call options, than puts

Call options by funds: $285M | Put options by funds: $298M

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 306

Holders
898
Holders Change
+60
Holders Change %
+7.16%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
133
Increased
285
Reduced
306
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
451
Creative Planning
Kansas
$840K +$2.17K +23 +0.3%
Mercer Global Advisors
452
Mercer Global Advisors
Colorado
$837K +$120K +1,272 +16%
PSUF
453
People's United Financial
Connecticut
$836K -$30.9K -328 -4%
VAS
454
Vestmark Advisory Solutions
Massachusetts
$834K +$292K +3,094 +53%
EWM
455
Endurance Wealth Management
Rhode Island
$820K -$377 -4 -0%
ECM
456
Evergreen Capital Management
Washington
$820K +$3.77K +40 +0.5%
CFMC
457
Curbstone Financial Management Corp
New Hampshire
$809K -$4.71K -50 -0.6%
IA
458
IFG Advisory
Georgia
$801K
RT
459
Rockland Trust
Massachusetts
$784K
CI
460
Cigna Investments
Connecticut
$761K -$277K -2,938 -26%
WorldQuant Millennium Advisors
461
WorldQuant Millennium Advisors
New York
$746K +$756K +8,026 New
RIL
462
Rothschild Investment LLC
Illinois
$738K
S
463
Seeyond
France
$726K -$6.03K -64 -0.8%
AC
464
Allstate Corporation
Illinois
$718K +$90.5K +960 +14%
CRC
465
Curi RMB Capital
Illinois
$711K +$330K +3,503 +85%
Walleye Trading
466
Walleye Trading
New York
$708K -$2.01M -21,341 -74%
RIM
467
Redpoint Investment Management
Australia
$700K +$19.2K +204 +3%
CS
468
Cannell & Spears
New York
$697K
CI
469
CX Institutional
Indiana
$696K +$7.73K +82 +1%
BFG
470
Beacon Financial Group
Texas
$688K +$5.94K +63 +0.9%
EGM
471
Engineers Gate Manager
New York
$685K -$2.35M -24,894 -77%
CT
472
Cambridge Trust
Massachusetts
$682K +$7.16K +76 +1%
CFG
473
Citizens Financial Group
Rhode Island
$667K +$228K +2,421 +50%
APA
474
American Portfolios Advisors
New York
$646K +$36.4K +386 +6%
PT
475
Plimoth Trust
Massachusetts
$638K -$56.6K -600 -8%

STT Hedge Fund Activity: Q4 2021 in Review

898 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2021, worth a combined $31B — up 11% from $28B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new STT positions and 56 closed out — a net gain of 77 holders — while 285 added to existing stakes and 306 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $928M. The largest seller was Bank of America, cutting an estimated $236M.

  • 898 institutional investors held State Street (STT) as of Q4 2021, up from 838 in Q3 2021.
  • Funds reported $31B of State Street stock for Q4 2021, up 11% quarter-over-quarter.
  • 133 funds opened new State Street positions in Q4 2021 and 56 closed out, a net change of +77 holders.
  • The largest State Street buyer in Q4 2021 was T. Rowe Price Associates, an estimated $928M added.
  • The largest State Street seller in Q4 2021 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2021.