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State Street
STT

Overview Fund Activity

870 hedge funds and large institutions have $29.3B invested in State Street in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 308 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
13.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
68
Increased
308
Reduced
298
Closed
81
Calls
$124M
Puts
$64.3M
Net Calls
+$59.6M
Net Calls Change
+$72.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$846M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.2B
3
Invesco
3
Invesco
Georgia
$867M
4
Ameriprise
4
Ameriprise
Minnesota
$939M
5
EVM
5
Eaton Vance Management
Massachusetts
$153M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$914M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$269K
3
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$18.6M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$10.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WE
501
Wealth Effects
Massachusetts
$493K – – –
OC
502
Oppenheimer & Co
New York
$491K +$139K +1,596 +40%
AWA
503
Aaron Wealth Advisors
Illinois
$491K +$491K +42,775 New
IC
504
IEQ Capital
California
$487K +$55.4K +635 +13%
CCM
505
Covington Capital Management
California
$485K -$523K -6,000 -52%
EAM
506
Evanson Asset Management
California
$482K – – –
IIC
507
Ironwood Investment Counsel
Arizona
$479K – – –
GJIC
508
Gamble Jones Investment Counsel
California
$479K – – –
DC
509
Davenport & Co
Virginia
$476K +$2.88K +33 +0.6%
RF
510
Robbins Farley
New Hampshire
$472K – – –
TPCW
511
TD Private Client Wealth
New York
$471K +$17.5K +201 +4%
DWA
512
Douglass Winthrop Advisors
New York
$470K – – –
SFM
513
Systematic Financial Management
New Jersey
$470K – – –
CAM
514
Cresset Asset Management
Illinois
$467K -$27.7K -316 -6%
JMFC
515
J.M. Forbes & Co
Massachusetts
$467K – – –
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$463K +$41.7K +478 +10%
M
517
Mirova
France
$461K -$348 -4 -0.1%
CG
518
Colony Group
Massachusetts
$458K +$113K +1,298 +33%
FBC
519
Fairfield, Bush & Co
Connecticut
$456K -$21.8K -250 -5%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$451K – – –
BB
521
Busey Bank
Illinois
$449K – – –
Cerity Partners
522
Cerity Partners
New York
$440K -$41.7K -478 -9%
GWM
523
Greenwich Wealth Management
Connecticut
$437K – – –
NSB
524
Norway Savings Bank
Maine
$436K -$8.71K -100 -2%
PA
525
Profund Advisors
Maryland
$434K -$5.75K -66 -1%
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