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State Street
STT

Overview Fund Activity

817 hedge funds and large institutions have $20.9B invested in State Street in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-39
Holders Change %
-4.56%
% of All Funds
18.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
91
Increased
263
Reduced
331
Closed
122
Calls
$108M
Puts
$143M
Net Calls
-$34.8M
Net Calls Change
+$84.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M
2
BlackRock
BlackRock
New York
+$275M
3
Capital International Investors
Capital International Investors
California
+$218M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$109M
5
Citadel Advisors
Citadel Advisors
Florida
+$109M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
VVP
Vulcan Value Partners
Alabama
-$191M
3
JIM
Jupiter Investment Management
United Kingdom
-$102M
4
AL
Appaloosa LP
New Jersey
-$99.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
701
OneDigital Investment Advisors
Kansas
$45K +$4.41K +70 +11%
CB
702
CNB Bank
Pennsylvania
$44K -$15.9K -250 -27%
CAW
703
Cornerstone Advisors (Washington)
Washington
$44K +$4.86K +77 +12%
LC
704
Lindbrook Capital
California
$44K +$44K +699 New
WA
705
WealthTrust-Arizona
Arizona
$43K +$16.9K +267 +65%
SIAS
706
Shine Investment Advisory Services
Colorado
$40K – – –
ADL
707
Asset Dedication LLC
California
$39K – – –
OSNBOA
708
Old Second National Bank of Aurora
Illinois
$38K – – –
PCG
709
Private Capital Group
Connecticut
$37K +$3.8K +60 +11%
PGWM
710
Parisi Gray Wealth Management
New Jersey
$36K – – –
CAM
711
Cresset Asset Management
Illinois
$36K +$36K +561 New
BCWM
712
Bartlett & Co Wealth Management
Ohio
$35.3K +$12.7K +200 +56%
SWP
713
Strategic Wealth Partners
Ohio
$35K +$11K +161 +46%
BC
714
Bartlett & Co
Ohio
$35K +$12.6K +200 +56%
MA
715
MUFG Americas
New York
$34K -$26.4K -416 -44%
MAM
716
Magellan Asset Management
Australia
$33K +$14.7K +234 +80%
AWM
717
Aevitas Wealth Management
Massachusetts
$32K -$6.59K -103 -17%
SGAM
718
Smith Group Asset Management
Texas
$32K – – –
HSA
719
Hussman Strategic Advisors
Maryland
$32K – – –
PCTC
720
Perkins Coie Trust Company
Washington
$32K – – –
SFSIG
721
San Francisco Sentry Investment Group
California
$31K -$10.5K -164 -25%
CFGS
722
Concourse Financial Group Securities
Alabama
$31K +$19.1K +306 +161%
TWA
723
TCI Wealth Advisors
Arizona
$30K -$497 -8 -2%
MNBTD
724
Moody National Bank Trust Division
Texas
$30K +$20K +313 +199%
RE
725
RBC Europe
United Kingdom
$28.5K – – –
27 28
29
30 31