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State Street
STT

Overview Fund Activity

870 hedge funds and large institutions have $29.3B invested in State Street in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 308 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
13.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
68
Increased
308
Reduced
298
Closed
81
Calls
$124M
Puts
$64.3M
Net Calls
+$59.6M
Net Calls Change
+$72.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$846M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.2B
3
Invesco
Invesco
Georgia
$867M
4
Ameriprise
Ameriprise
Minnesota
$939M
5
EVM
Eaton Vance Management
Massachusetts
$153M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$914M
2
Wolverine Trading
Wolverine Trading
Illinois
$269K
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$18.6M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$10.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
626
Orion Portfolio Solutions
Nebraska
$260K +$17.9K +205 +7%
GWM
627
Geneos Wealth Management
Colorado
$259K -$12.9K -149 -5%
GAM
628
Gotham Asset Management
New York
$255K +$255K +2,932 New
BWA
629
Burt Wealth Advisors
Maryland
$253K – – –
HH
630
Hilltop Holdings
Texas
$253K +$6.1K +70 +2%
SC
631
Savant Capital
Illinois
$252K -$11.7K -134 -4%
BFO
632
Boston Family Office
Massachusetts
$251K – – –
CA
633
Cornerstone Advisory
Maryland
$251K +$349 +4 +0.1%
DG
634
DMC Group
Alabama
$248K -$87K -1,227 -26%
MAM
635
Madison Asset Management
Wisconsin
$246K -$51.2K -589 -17%
FA
636
Financial Advisors
Massachusetts
$246K – – –
DJSG
637
D.J. St. Germain
Massachusetts
$245K – – –
IWC
638
Integrated Wealth Concepts
Massachusetts
$242K +$1.92K +22 +0.8%
SIM
639
Sentry Investment Management
Wisconsin
$242K +$242K +2,776 New
SIA
640
Schechter Investment Advisors
Michigan
$240K -$12K -138 -5%
HT
641
Heritage Trust
Oklahoma
$237K -$33.2K -381 -12%
FPS
642
Fieldpoint Private Securities
Connecticut
$233K -$46.4K -533 -17%
IC
643
Intersect Capital
California
$231K -$6.44K -74 -3%
CK
644
Cohen Klingenstein
New York
$231K – – –
PTC
645
Philadelphia Trust Company
Pennsylvania
$231K +$231K +2,650 New
FA
646
FDx Advisors
Illinois
$230K +$17.2K +197 +8%
BF
647
BOK Financial
Oklahoma
$230K +$17.6K +202 +8%
JWBC
648
J.W. Burns & Co
New York
$229K -$4.36K -50 -2%
AT
649
Arvest Trust
Oklahoma
$229K – – –
JIC
650
Johnson Investment Counsel
Ohio
$228K -$4.3K -49 -2%
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