We are live on ! Find out more
STT icon

State Street

753 hedge funds and large institutions have $26.5B invested in State Street in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 328 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $239M | Put options by funds: $159M

0% more capital invested

Capital invested by funds: $26.4B → $26.5B (+$113M)

0.88% less ownership

Funds ownership: 88%87.12% (-0.88%)

4% less funds holding

Funds holding: 788753 (-35)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

32% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 81

34% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 328

Holders
753
Holders Change
-35
Holders Change %
-4.44%
% of All Funds
18.75%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
55
Increased
217
Reduced
328
Closed
81
Calls
$239M
Puts
$159M
Net Calls
+$80.6M
Net Calls Change
+$94.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
701
Zions Bancorporation
Utah
$30K -$25.9K -327 -47%
PA
702
Perennial Advisors
New York
$26K
RPG
703
Risk Paradigm Group
Texas
$25.2K
CBT
704
Central Bank & Trust
Kentucky
$25K
FFC
705
First Financial Corp
Indiana
$24K -$27.7K -349 -54%
GAM
706
Gemmer Asset Management
California
$24K
TFO
707
Tarbox Family Office
California
$21K
JG
708
Jefferies Group
New York
$20K -$4.04M -50,971 -100%
M
709
MOTCO
Texas
$20K
TSW
710
Thompson Siegel & Walmsley
Virginia
$20K
KWM
711
Kingsview Wealth Management
Oregon
$20K +$19.6K +247 New
AWMS
712
Advocacy Wealth Management Services
Georgia
$19K
GBBWRPM
713
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K
ADL
714
Asset Dedication LLC
California
$18K
QAM
715
QCI Asset Management
New York
$18K
TDC
716
Thompson Davis & Co
Virginia
$18K +$1.75K +22 +10%
VNA
717
Valley National Advisers
Pennsylvania
$17K
CHP
718
Cable Hill Partners
Oregon
$17K +$6.9K +87 +70%
CCM
719
Cribstone Capital Management
Maine
$16K
CYG
720
Clean Yield Group
Vermont
$16K +$15.9K +200 New
WPA
721
West Paces Advisors
Georgia
$15.8K -$317 -4 -2%
HCA
722
Harbour Capital Advisors
Virginia
$14.6K +$14.5K +183 New
MCM
723
MV Capital Management
Maryland
$14K
BIG
724
Bellwether Investment Group
Tennessee
$14K +$14.4K +182 New
IUHSA
725
Itau Unibanco Holding S.A.
Brazil
$13K +$12.7K +160 New

STT Hedge Fund Activity: Q1 2017 in Review

753 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2017, worth a combined $26.5B — up 0.43% from $26.4B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of STT and 55 opened new positions — a net loss of 26 holders — while 328 trimmed existing stakes and 217 added.

The largest buyer was BlackRock, adding an estimated $1.56B. The largest seller was Capital Research Global Investors, cutting an estimated $398M.

  • 753 institutional investors held State Street (STT) as of Q1 2017, down from 788 in Q4 2016.
  • Funds reported $26.5B of State Street stock for Q1 2017, up 0.43% quarter-over-quarter.
  • 55 funds opened new State Street positions in Q1 2017 and 81 closed out, a net change of -26 holders.
  • The largest State Street buyer in Q1 2017 was BlackRock, an estimated $1.56B added.
  • The largest State Street seller in Q1 2017 was Capital Research Global Investors, an estimated $398M sold.

Based on aggregated 13F filings for Q1 2017.