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State Street
STT

Overview Fund Activity

814 hedge funds and large institutions have $31.5B invested in State Street in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 301 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
20.32%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
73
Increased
267
Reduced
301
Closed
50
Calls
$193M
Puts
$200M
Net Calls
-$7.23M
Net Calls Change
-$32.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$214M
2
Artisan Partners
Artisan Partners
Wisconsin
+$132M
3
Citadel Advisors
Citadel Advisors
Florida
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
5
BlackRock
BlackRock
New York
+$78.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$285M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$235M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$168M
4
Boston Partners
Boston Partners
Massachusetts
-$131M
5
Invesco
Invesco
Georgia
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
701
Oppenheimer Asset Management
New York
$148K -$9.45K -99 -6%
NFG
702
Next Financial Group
Texas
$148K +$3.97K +40 +3%
FI
703
FCM Investments
Texas
$148K +$148K +1,550 New
FHA
704
First Horizon Advisors
Tennessee
$146K – – –
HCM
705
Highlander Capital Management
New Jersey
$124K – – –
WAM
706
Wealthspire Advisors (Maryland)
Maryland
$124K +$2.78K +29 +2%
SNT
707
Security National Trust
West Virginia
$123K -$28.3K -298 -19%
WTB
708
Washington Trust Bank
Washington
$118K – – –
JCM
709
Jacobi Capital Management
Pennsylvania
$113K – – –
MA
710
MUFG Americas
New York
$108K -$14.4K -150 -12%
Bessemer Group
711
Bessemer Group
New Jersey
$105K -$1.73M -18,076 -94%
ZB
712
Zions Bancorporation
Utah
$100K +$76.1K +795 +318%
CAW
713
Cornerstone Advisors (Washington)
Washington
$96K – – –
SPIA
714
Steward Partners Investment Advisory
New York
$96K +$47.1K +496 +96%
PA
715
Parallel Advisors
California
$94K -$8.24K -91 -8%
TRCT
716
Tower Research Capital (TRC)
New York
$92K +$92K +964 New
BFEC
717
Benjamin F. Edwards & Company
Missouri
$82K – – –
NCM
718
Nelson Capital Management
California
$81K -$14.3K -150 -15%
GLI
719
Guardian Life Insurance
New York
$81K +$4.11K +43 +5%
QCG
720
Quadrant Capital Group
Ohio
$79K – – –
JFA
721
JNBA Financial Advisors
Minnesota
$75K – – –
CAM
722
Close Asset Management
United Kingdom
$74K – – –
PWM
723
Perigon Wealth Management
California
$72K – – –
GWM
724
Geneos Wealth Management
Colorado
$71K +$95 +1 +0.1%
SIAS
725
Shine Investment Advisory Services
Colorado
$70K +$4.21K +44 +6%
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