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State Street
STT

Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in State Street in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 251 increasing their positions, 317 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+21
Holders Change %
+2.58%
% of All Funds
14.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
89
Increased
251
Reduced
317
Closed
64
Calls
$68.7M
Puts
$86.5M
Net Calls
-$17.8M
Net Calls Change
+$10.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$471M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$411M
3
Goldman Sachs
Goldman Sachs
New York
+$229M
4
Ameriprise
Ameriprise
Minnesota
+$132M
5
BlackRock
BlackRock
New York
+$104M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$775M
2
Capital International Investors
Capital International Investors
California
-$743M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$245M
4
LP
Longview Partners
Guernsey
-$199M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFAS
651
Hummer Financial Advisory Services
Illinois
$203K +$203K +2,400 New
PCAP
652
Pratt Collard Advisory Partners
New York
$202K -$189K -2,240 -48%
HCM
653
Highlander Capital Management
New Jersey
$202K +$253 +3 +0.1%
SLF
654
Sun Life Financial
Ontario, Canada
$200K -$182K -2,173 -48%
DSC
655
Duncker Streett & Co
Missouri
$193K – – –
KFI
656
Key Financial Inc
Pennsylvania
$191K – – –
SBL
657
Sargent Bickham Lagudis
Colorado
$189K – – –
JCM
658
Jacobi Capital Management
Pennsylvania
$189K +$5.21K +62 +3%
FMT
659
First Mercantile Trust
Tennessee
$184K +$13.9K +166 +8%
EI
660
Ellevest Inc
New York
$174K +$53.7K +641 +45%
FHA
661
First Horizon Advisors
Tennessee
$165K – – –
BCA
662
Berman Capital Advisors
Georgia
$165K +$15.9K +190 +11%
HBT
663
Hills Bank & Trust
Iowa
$151K -$11.9K -141 -7%
BAM
664
Belpointe Asset Management
Nevada
$150K -$16.2K -193 -10%
MCM
665
Manchester Capital Management
Vermont
$145K -$2.19K -26 -1%
KLWA
666
Kelly Lawrence W & Associates
California
$143K +$143K +1,700 New
BCA
667
Bray Capital Advisors
Florida
$140K – – –
QCG
668
Quadrant Capital Group
Ohio
$139K +$38.2K +455 +38%
PFGIA
669
Patriot Financial Group Insurance Agency
Massachusetts
$138K +$588 +7 +0.4%
TCOV
670
Trust Company of Vermont
Vermont
$136K -$84 -1 -0.1%
FMLI
671
Fukoku Mutual Life Insurance
Japan
$134K – – –
PB
672
Pinnacle Bancorp
Nebraska
$134K +$10.4K +124 +8%
HI
673
Harbour Investments
Wisconsin
$127K +$127K +1,513 New
LS
674
Leelyn Smith
Illinois
$125K – – –
VRM
675
Vectors Research Management
New York
$122K +$122K +1,450 New
25 26
27
28 29