STT icon

State Street
STT

Overview Fund Activity

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$338M
2
Capital International Investors
Capital International Investors
California
$1.45B
3
AAMU
AEGON Asset Management (UK)
United Kingdom
$44.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$42.5M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$47.2M

Top Sellers

1
LP
Longview Partners
Guernsey
$1.01B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
3
AL
AJO LP
Pennsylvania
$8.12M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$954M
5
AQR Capital Management
AQR Capital Management
Connecticut
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
676
Security National Trust
West Virginia
$79K – – –
MAM
677
Marquette Asset Management
Minnesota
$76K – – –
HFA
678
HC Financial Advisors
California
$74K -$18.4K -253 -20%
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$74K +$74K +1,014 New
CFG
680
CKW Financial Group
Hawaii
$73K -$14.6K -200 -17%
JFA
681
JNBA Financial Advisors
Minnesota
$73K – – –
Parallax Volatility Advisers
682
Parallax Volatility Advisers
California
$72K -$193K -2,665 -73%
RTC
683
Riverview Trust Company
Washington
$72K – – –
BWM
684
Birchcreek Wealth Management
Ohio
$69K +$69K +956 New
PS
685
Planned Solutions
California
$66K – – –
TF
686
TimeScale Financial
Massachusetts
$62K +$440 +6 +0.7%
DAC
687
Dividend Assets Capital
South Carolina
$61K +$61K +836 New
IRC
688
Investors Research Corp
Georgia
$58K – – –
FF
689
FourThought Financial
Florida
$57K +$57K +795 New
VCG
690
Vantage Consulting Group
Virginia
$53K +$53K +731 New
TFS
691
TrustCore Financial Services
Tennessee
$52K +$2.56K +35 +5%
FHC
692
First Horizon Corporation
Tennessee
$48K -$216 -3 -0.4%
SAI
693
Systematic Alpha Investments
New Jersey
$48K +$48K +658 New
BCWM
694
Bartlett & Co Wealth Management
Ohio
$47.2K +$16.3K +222 +53%
IA
695
IFP Advisors
Florida
$47K +$961 +14 +2%
BC
696
Bartlett & Co
Ohio
$47K +$16.2K +222 +53%
ST
697
Smithfield Trust
Pennsylvania
$45K -$2.72K -38 -6%
ADL
698
Asset Dedication LLC
California
$45K – – –
LC
699
Lindbrook Capital
California
$44K -$4.91K -68 -10%
AFG
700
Albion Financial Group
Utah
$44K +$44K +600 New
26 27
28
29 30