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State Street
STT

Overview Fund Activity

880 hedge funds and large institutions have $24B invested in State Street in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 273 increasing their positions, 317 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+55
Holders Change %
+6.67%
% of All Funds
14.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
127
Increased
273
Reduced
317
Closed
55
Calls
$136M
Puts
$100M
Net Calls
+$35.6M
Net Calls Change
+$7.05M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$468M
2
Citadel Advisors
Citadel Advisors
Florida
$86.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$126M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$88.8M
5
IG
ING Group
Netherlands
$54.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$593M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$626M
3
Bank of America
Bank of America
North Carolina
$753M
4
Ameriprise
Ameriprise
Minnesota
$865M
5
Boston Partners
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
551
Forum Financial Management
Illinois
$399K +$22.1K +285 +6%
CG
552
Colony Group
Massachusetts
$397K -$11.2K -145 -3%
BP
553
BBR Partners
New York
$396K -$88.6K -1,142 -18%
SPIA
554
Steward Partners Investment Advisory
New York
$394K +$698 +9 +0.2%
BOH
555
Bank of Hawaii
Hawaii
$391K -$2.48K -32 -0.6%
DG
556
DMC Group
Alabama
$389K +$18.1K +231 +5%
PFSC
557
Peoples Financial Services Corp
Pennsylvania
$385K – – –
1832 Asset Management
558
1832 Asset Management
Ontario, Canada
$385K -$178K -2,300 -32%
AIP
559
Ameritas Investment Partners
Nebraska
$384K -$20.7K -240 -5%
YIH
560
Y-Intercept (HK)
Hong Kong
$380K -$626K -8,071 -62%
GJIC
561
Gamble Jones Investment Counsel
California
$380K – – –
ESCM
562
Echo Street Capital Management
New York
$377K +$377K +4,863 New
DT
563
Diversified Trust
Tennessee
$372K +$6.43K +83 +2%
AWM
564
Aries Wealth Management
Maine
$371K – – –
RPC
565
Rossmore Private Capital
Connecticut
$369K -$12.8K -165 -3%
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$369K +$47.9K +617 +15%
CCM
567
Coldstream Capital Management
Washington
$368K +$368K +4,743 New
CII
568
Capital International Inc
California
$363K – – –
DWA
569
Douglass Winthrop Advisors
New York
$361K -$57.7K -743 -14%
FBC
570
Fairfield, Bush & Co
Connecticut
$360K -$27.1K -350 -7%
LPT
571
Legacy Private Trust
Wisconsin
$359K -$19.4K -250 -5%
TPCW
572
TD Private Client Wealth
New York
$359K -$54.1K -698 -13%
ANTB
573
AMG National Trust Bank
Colorado
$357K – – –
NSB
574
Norway Savings Bank
Maine
$354K – – –
PT
575
Plimoth Trust
Massachusetts
$352K -$52.3K -675 -13%
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