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State Street
STT

Overview Fund Activity

773 hedge funds and large institutions have $20.6B invested in State Street in 2020 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 228 increasing their positions, 298 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+28
Holders Change %
+3.76%
% of All Funds
15.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
103
Increased
228
Reduced
298
Closed
70
Calls
$54.7M
Puts
$65.6M
Net Calls
-$10.9M
Net Calls Change
-$5.05M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$317M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$154M
3
LSV Asset Management
LSV Asset Management
Illinois
+$122M
4
Ameriprise
Ameriprise
Minnesota
+$91.9M
5
Dodge & Cox
Dodge & Cox
California
+$73.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$239M
2
BlackRock
BlackRock
New York
-$150M
3
LP
Longview Partners
Guernsey
-$131M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$83.5M
5
Harris Associates
Harris Associates
Illinois
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
626
Atlas Capital Advisors
Wyoming
$128K -$80.8K -1,271 -39%
FHA
627
Flagship Harbor Advisors
Massachusetts
$126K +$5.56K +88 +5%
CG
628
Cutler Group
California
$120K +$118K +1,864 +7,169%
SF
629
Synovus Financial
Georgia
$113K -$175K -2,727 -61%
TCCM
630
Timber Creek Capital Management
Massachusetts
$112K – – –
CAW
631
Cornerstone Advisors (Washington)
Washington
$111K +$11.7K +184 +12%
GWM
632
Geneos Wealth Management
Colorado
$110K -$1.93K -32 -2%
KLWA
633
Kelly Lawrence W & Associates
California
$108K – – –
ClearBridge Investments
634
ClearBridge Investments
New York
$106K -$120K -1,899 -53%
Carson Wealth (CWM LLC)
635
Carson Wealth (CWM LLC)
Nebraska
$106K – – –
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$104K -$447 -7 -0.4%
QCG
637
Quadrant Capital Group
Ohio
$102K -$54.5K -855 -35%
BCA
638
Berman Capital Advisors
Georgia
$98K -$10.1K -161 -9%
LS
639
Leelyn Smith
Illinois
$95K – – –
PB
640
Pinnacle Bancorp
Nebraska
$93K – – –
IBOK
641
Independence Bank of Kentucky
Kentucky
$92K – – –
TF
642
Tompkins Financial
New York
$90K – – –
ECM
643
Estabrook Capital Management
New York
$85.2K – – –
OPS
644
Orion Portfolio Solutions
Nebraska
$83K +$41.3K +649 +99%
C
645
Cerebellum
California
$82K +$82K +844 New
FA
646
Fortis Advisors
Pennsylvania
$80K -$114K -1,788 -59%
AssetMark Inc
647
AssetMark Inc
California
$78K -$48.9K -771 -39%
EI
648
Ellevest Inc
New York
$77K +$30.9K +486 +67%
CIA
649
CSat Investment Advisory
Michigan
$73K -$3.29K -52 -4%
CAN
650
Cetera Advisor Networks
California
$72K +$72K +1,138 New
24 25
26
27 28