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State Street

898 hedge funds and large institutions have $31B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $28B → $31B (+$2.97B)

7% more funds holding

Funds holding: 838898 (+60)

1.65% more ownership

Funds ownership: 90.19%91.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

4% less call options, than puts

Call options by funds: $285M | Put options by funds: $298M

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 306

Holders
898
Holders Change
+60
Holders Change %
+7.16%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
133
Increased
285
Reduced
306
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Parallel Advisors
California
$293K +$46.8K +496 +19%
LOAMS
627
Lombard Odier Asset Management (Switzerland)
Switzerland
$292K +$296K +3,142 New
GWM
628
Geneos Wealth Management
Colorado
$291K +$26.9K +285 +10%
PAMG
629
Patton Albertson Miller Group
Tennessee
$290K +$53.8K +571 +22%
HT
630
Heritage Trust
Oklahoma
$289K -$8.95K -95 -3%
NC
631
NinePointTwo Capital
California
$288K +$293K +3,106 New
BCM
632
Becker Capital Management
Oregon
$287K -$1.43M -15,192 -83%
ZF
633
Zhang Financial
Michigan
$284K +$943 +10 +0.3%
PCP
634
Proficio Capital Partners
Massachusetts
$283K +$2.54K +27 +0.9%
SC
635
Savant Capital
Illinois
$282K +$34.1K +362 +14%
CCM
636
Cohen Capital Management
California
$279K
WB
637
Webster Bank
Connecticut
$279K
RIG
638
Roosevelt Investment Group
New York
$279K +$283K +3,000 New
RCAG
639
Rehmann Capital Advisory Group
Michigan
$279K -$18.4K -195 -6%
SWK
640
Stephen W. Kidder
$276K -$58.9K -625 -17%
ESCM
641
Echo Street Capital Management
New York
$272K -$213K -2,256 -44%
JCM
642
Jacobi Capital Management
Pennsylvania
$272K +$22.1K +234 +9%
BWA
643
Burt Wealth Advisors
Maryland
$270K
SIA
644
Schechter Investment Advisors
Michigan
$269K +$272K +2,890 New
BFO
645
Boston Family Office
Massachusetts
$268K +$15.1K +160 +6%
MSFS
646
Main Street Financial Solutions
Pennsylvania
$267K +$7.92K +84 +3%
CA
647
Cornerstone Advisory
Maryland
$267K +$271K +2,874 New
VFA
648
Voya Financial Advisors
Connecticut
$266K -$1.98K -21 -0.7%
Manulife (Manufacturers Life Insurance)
649
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K -$4.02M -42,628 -1%
TI
650
Truehand Inc
New Hampshire
$265K

STT Hedge Fund Activity: Q4 2021 in Review

898 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2021, worth a combined $31B — up 11% from $28B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new STT positions and 56 closed out — a net gain of 77 holders — while 285 added to existing stakes and 306 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $928M. The largest seller was Bank of America, cutting an estimated $236M.

  • 898 institutional investors held State Street (STT) as of Q4 2021, up from 838 in Q3 2021.
  • Funds reported $31B of State Street stock for Q4 2021, up 11% quarter-over-quarter.
  • 133 funds opened new State Street positions in Q4 2021 and 56 closed out, a net change of +77 holders.
  • The largest State Street buyer in Q4 2021 was T. Rowe Price Associates, an estimated $928M added.
  • The largest State Street seller in Q4 2021 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2021.