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State Street
STT

Overview Fund Activity

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$131M
2
Capital International Investors
Capital International Investors
California
+$108M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
+$44.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$41.9M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$40.2M

Top Sellers

1
LP
Longview Partners
Guernsey
-$229M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$125M
3
AL
AJO LP
Pennsylvania
-$91.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$83.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$52.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
476
Creative Planning
Kansas
$518K +$27.6K +379 +6%
CI
477
CX Institutional
Indiana
$515K -$20.5K -282 -4%
Verition Fund Management
478
Verition Fund Management
Connecticut
$514K +$514K +7,056 New
SI
479
Stephens Inc
Arkansas
$512K -$76.3K -1,049 -13%
UCFA
480
United Capital Financial Advisors
Texas
$508K -$259K -3,553 -34%
FI
481
FormulaFolio Investments
Michigan
$502K +$6.05K +83 +1%
First Manhattan
482
First Manhattan
New York
$497K -$16K -220 -3%
ACA
483
Anchor Capital Advisors
Massachusetts
$494K -$13.1K -180 -3%
VIA
484
Vident Investment Advisory
Georgia
$494K +$112K +1,542 +29%
SBH
485
Segall Bryant & Hamill
Illinois
$493K +$36.3K +500 +8%
CWA
486
Choice Wealth Advisors
Maine
$491K +$491K +6,750 New
ML
487
McAdam LLC
Pennsylvania
$490K – – –
VI
488
Vestcor Inc
New Brunswick, Canada
$489K -$42.3K -582 -8%
VF
489
Virtu Financial
New York
$488K +$488K +6,706 New
AC
490
Apogem Capital
New York
$484K +$484K +6,657 New
BFG
491
Beacon Financial Group
Texas
$483K -$13.3K -167 -3%
ECM
492
Everence Capital Management
Indiana
$481K – – –
AIS
493
AM Investment Strategies
Tennessee
$479K +$103K +1,418 +27%
ZF
494
Zhang Financial
Michigan
$479K +$479K +6,575 New
APA
495
American Portfolios Advisors
New York
$476K -$146 -2 -0%
DWA
496
Douglass Winthrop Advisors
New York
$475K -$7.28K -100 -2%
CC
497
Chicago Capital
Illinois
$467K – – –
RT
498
Rockland Trust
Massachusetts
$462K -$39.4K -542 -8%
BIC
499
Beach Investment Counsel
Pennsylvania
$460K – – –
NSB
500
Norway Savings Bank
Maine
$456K -$3.64K -50 -0.8%
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