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State Street
STT

Overview Fund Activity

903 hedge funds and large institutions have $32.5B invested in State Street in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 279 increasing their positions, 362 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+22
Holders Change %
+2.5%
% of All Funds
20.73%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
83
Increased
279
Reduced
362
Closed
49
Calls
$184M
Puts
$165M
Net Calls
+$18.7M
Net Calls Change
+$146M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$148M
2
EVM
Eaton Vance Management
Massachusetts
+$135M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.7M
4
Capital International Investors
Capital International Investors
California
+$71.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$66.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$116M
3
State Street
State Street
Massachusetts
-$69.5M
4
CP
Coho Partners
Pennsylvania
-$50.2M
5
Ameriprise
Ameriprise
Minnesota
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
501
Freestone Capital Holdings
Washington
$815K -$7.38K -74 -0.9%
DSC
502
Duncker Streett & Co
Missouri
$815K – – –
IRF
503
IBM Retirement Fund
New York
$812K -$119K -1,195 -13%
LCP
504
Legacy Capital Partners
Wisconsin
$810K +$271K +2,721 +50%
HAIM
505
Hunter Associates Investment Management
Pennsylvania
$801K – – –
VCA
506
Verdence Capital Advisors
Maryland
$801K +$89.8K +900 +13%
Jones Financial Companies
507
Jones Financial Companies
Missouri
$800K -$165K -1,653 -17%
RIL
508
Rothschild Investment LLC
Illinois
$798K -$110K -1,100 -12%
WC
509
Whitnell & Co
Illinois
$798K – – –
ISL
510
Ingalls & Snyder LLC
New York
$784K – – –
Cambridge Investment Research Advisors
511
Cambridge Investment Research Advisors
Iowa
$777K +$21.4K +215 +3%
LWS
512
Lucia Wealth Services
California
$777K +$336K +3,371 +76%
AIP
513
Ameritas Investment Partners
Nebraska
$765K -$35.7K -358 -4%
NSB
514
Norway Savings Bank
Maine
$761K -$454K -4,550 -37%
AP
515
Advisor Partners
California
$754K +$14K +140 +2%
NDSI
516
Newman Dignan & Sheerar Inc
Rhode Island
$753K -$9.97K -100 -1%
MJP
517
Michael J. Puzo
$753K -$4.99K -50 -0.7%
William Blair & Company
518
William Blair & Company
Illinois
$748K -$128K -1,283 -15%
CS
519
Cannell & Spears
New York
$748K – – –
HPCM
520
High Pointe Capital Management
Illinois
$734K -$34.9K -350 -5%
SF
521
Synovus Financial
Georgia
$724K -$14.8K -149 -2%
MCM
522
Mitchell Capital Management
Kansas
$718K +$345K +3,460 +93%
SIP
523
Stoneridge Investment Partners
Pennsylvania
$718K +$413K +4,145 +136%
CK
524
Cohen Klingenstein
New York
$717K – – –
ECM
525
Element Capital Management
New York
$716K +$716K +7,181 New
19 20
21
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