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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 %
FMLI
651
Fukoku Mutual Life Insurance
Japan
$70K – – –
SNT
652
Security National Trust
West Virginia
$69K – – –
CFG
653
CKW Financial Group
Hawaii
$68K +$12.4K +200 +22%
NIM
654
NuWave Investment Management
New Jersey
$68K +$68K +1,087 New
MAM
655
Marquette Asset Management
Minnesota
$67K – – –
AW
656
Alpha Windward
Massachusetts
$66K -$10.2K -161 -13%
HFA
657
HC Financial Advisors
California
$65K – – –
JFA
658
JNBA Financial Advisors
Minnesota
$64K – – –
RTC
659
Riverview Trust Company
Washington
$63K – – –
NO
660
Ninety One
South Africa
$59K +$7.36K +117 +14%
VFA
661
Valeo Financial Advisors
Indiana
$58K +$2.37K +37 +4%
ST
662
Smithfield Trust
Pennsylvania
$55K -$8.8K -140 -14%
LC
663
Lindbrook Capital
California
$54K +$36.3K +574 +206%
M
664
MOTCO
Texas
$53K – – –
TF
665
TimeScale Financial
Massachusetts
$53K – – –
HMS
666
Hanseatic Management Services
New Mexico
$52K +$12.1K +191 +30%
IRC
667
Investors Research Corp
Georgia
$51K – – –
AF
668
Arrow Financial
New York
$50K – – –
PA
669
Procyon Advisors
Connecticut
$47K – – –
TFS
670
TrustCore Financial Services
Tennessee
$43K -$25.4K -400 -37%
SIAS
671
Shine Investment Advisory Services
Colorado
$41K – – –
ADL
672
Asset Dedication LLC
California
$40K – – –
IA
673
IFP Advisors
Florida
$37K -$6.27K -100 -14%
SAM
674
S.A. Mason
Michigan
$35K – – –
FWM
675
FSA Wealth Management
Massachusetts
$33K – – –
25 26
27
28 29