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State Street
STT

Overview Fund Activity

715 hedge funds and large institutions have $25.6B invested in State Street in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 224 increasing their positions, 319 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+17
Holders Change %
+2.44%
% of All Funds
23.19%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.58%
New
55
Increased
224
Reduced
319
Closed
31
Calls
$123M
Puts
$181M
Net Calls
-$58.5M
Net Calls Change
-$36.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$103M
2
AIM
abrdn Investment Management
United Kingdom
+$77M
3
Prudential Financial
Prudential Financial
New Jersey
+$47.4M
4
JHIU
Janus Henderson Investors US
Colorado
+$44.6M
5
Ameriprise
Ameriprise
Minnesota
+$43.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$171M
2
Citadel Advisors
Citadel Advisors
Florida
-$137M
3
TFM
Trian Fund Management
New York
-$121M
4
MAM
Magellan Asset Management
Australia
-$113M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
701
San Francisco Sentry Investment Group
California
$8K – – –
FHA
702
First Horizon Advisors
Tennessee
$8K +$4.85K +80 +154%
GI
703
Gradient Investments
Minnesota
$7K +$2.89K +45 +70%
DBT
704
Dubuque Bank & Trust
Iowa
$6K – – –
MFS
705
MSI Financial Services
Massachusetts
$6K – – –
TIM
706
Tortoise Investment Management
New York
$6K – – –
TWA
707
TCI Wealth Advisors
Arizona
$5K – – –
RFA
708
Reilly Financial Advisors
California
$5K – – –
WOC
709
West Oak Capital
California
$4.21K – – –
CAW
710
Cornerstone Advisors (Washington)
Washington
$3K – – –
ECM
711
Exchange Capital Management
Michigan
$3K +$3K +40 New
BFEC
712
Benjamin F. Edwards & Company
Missouri
$2K – – –
CAM
713
ClariVest Asset Management
California
$2K – – –
PFO
714
Pathstone Family Office
New Jersey
$2K +$2K +37 New
NES
715
New England Securities
New York
$1K +$1K +17 New
TFM
716
Trian Fund Management
New York
– -$121M -1,862,816 Closed
EC
717
Eminence Capital
New York
– -$48.1M -738,194 Closed
CCM
718
Causeway Capital Management
California
– -$13.1M -189,650 Closed
KWILP
719
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$10.7M -163,322 Closed
CLM
720
ClearBridge LLC (Maryland)
Maryland
– -$7.02M -107,700 Closed
LCM
721
Lakewood Capital Management
New York
– -$5.97M -91,616 Closed
JAM
722
Jupiter Asset Management
United Kingdom
– -$5.44M -83,383 Closed
NMERB
723
New Mexico Educational Retirement Board
New Mexico
– -$4.74M -72,628 Closed
TI
724
Turner Investments
Pennsylvania
– -$4.18M -64,170 Closed
SGI
725
SAC Global Investors
United Kingdom
– -$3.72M -57,000 Closed
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