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State Street
STT

Overview Fund Activity

827 hedge funds and large institutions have $25.6B invested in State Street in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
14.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
65
Increased
271
Reduced
309
Closed
67
Calls
$80M
Puts
$81.7M
Net Calls
-$1.71M
Net Calls Change
+$16.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
2
Dodge & Cox
Dodge & Cox
California
+$74.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$72M
4
Citadel Advisors
Citadel Advisors
Florida
+$55.4M
5
Millennium Management
Millennium Management
New York
+$47.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$371M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$315M
3
Goldman Sachs
Goldman Sachs
New York
-$186M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$150M
5
Norges Bank
Norges Bank
Norway
-$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
626
Proficio Capital Partners
Massachusetts
$242K -$659 -8 -0.3%
BWA
627
Burt Wealth Advisors
Maryland
$239K – – –
GWM
628
Geneos Wealth Management
Colorado
$239K +$420 +5 +0.2%
BDF
629
Balasa Dinverno & Foltz
$237K +$5.19K +63 +2%
DWP
630
Destiny Wealth Partners
Florida
$237K +$237K +2,880 New
CG
631
Cutler Group
California
$236K +$236K +2,880 New
TI
632
Truehand Inc
New Hampshire
$234K – – –
FA
633
Financial Advisors
Massachusetts
$232K – – –
BFO
634
Boston Family Office
Massachusetts
$228K – – –
DTC
635
Davidson Trust Company
Washington
$226K -$13.9K -169 -6%
VFA
636
Voya Financial Advisors
Connecticut
$224K -$471K -5,717 -68%
ABTD
637
Arvest Bank Trust Division
Oklahoma
$224K +$224K +2,723 New
NICM
638
Neo Ivy Capital Management
New York
$221K +$108K +1,308 +95%
OPS
639
Orion Portfolio Solutions
Nebraska
$221K +$221K +2,690 New
JWBC
640
J.W. Burns & Co
New York
$220K – – –
PFO
641
Pathstone Family Office
New Jersey
$220K +$220K +2,656 New
MSFS
642
Main Street Financial Solutions
Pennsylvania
$219K -$9.73K -118 -4%
JIC
643
Johnson Investment Counsel
Ohio
$219K – – –
LSAG
644
Lake Street Advisors Group
New Hampshire
$218K +$218K +2,382 New
VI
645
Versor Investments
New York
$216K +$216K +2,621 New
TMAM
646
Tokio Marine Asset Management
Japan
$215K -$43.2K -526 -17%
OPWM
647
Oxinas Partners Wealth Management
Indiana
$215K +$215K +2,609 New
SC
648
Savant Capital
Illinois
$214K +$903 +11 +0.4%
IWC
649
Integrated Wealth Concepts
Massachusetts
$212K +$164 +2 +0.1%
TI
650
Tidal Investments
Wisconsin
$212K +$212K +2,573 New
24 25
26
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