State Street
741 hedge funds and large institutions have $29B invested in State Street in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 282 reducing their positions, and 32 closing their positions.
150% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 32
6% more capital invested
Capital invested by funds: $27.5B → $29B (+$1.53B)
6% more funds holding
Funds holding: 702 → 741 (+39)
0.44% more ownership
Funds ownership: 88.59% → 89.03% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
17% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 282
73% less call options, than puts
Call options by funds: $45.3M | Put options by funds: $169M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$153M |
| 2 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$77.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$73.9M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$46M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$172M |
| 2 |
JP Morgan Chase
New York
|
-$138M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$86M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$77.2M |
| 5 |
SC
Samlyn Capital
New York
|
-$59.8M |
STT Hedge Fund Activity: Q4 2014 in Review
741 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2014, worth a combined $29B — up 5.6% from $27.5B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new STT positions and 32 closed out — a net gain of 48 holders — while 234 added to existing stakes and 282 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $153M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $172M.
- 741 institutional investors held State Street (STT) as of Q4 2014, up from 702 in Q3 2014.
- Funds reported $29B of State Street stock for Q4 2014, up 5.6% quarter-over-quarter.
- 80 funds opened new State Street positions in Q4 2014 and 32 closed out, a net change of +48 holders.
- The largest State Street buyer in Q4 2014 was Lazard Asset Management, an estimated $153M added.
- The largest State Street seller in Q4 2014 was Cramer Rosenthal McGlynn, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2014.