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State Street
STT

Overview Fund Activity

747 hedge funds and large institutions have $27.8B invested in State Street in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 203 increasing their positions, 336 reducing their positions, and 44 closing their positions.

Holders
747
Holders Change
+32
Holders Change %
+4.48%
% of All Funds
21.7%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.64%
New
85
Increased
203
Reduced
336
Closed
44
Calls
$88.9M
Puts
$250M
Net Calls
-$162M
Net Calls Change
-$103M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.21B
2
Ameriprise
2
Ameriprise
Minnesota
$320M
3
Citadel Advisors
3
Citadel Advisors
Florida
$92.3M
4
MC
4
Montag & Caldwell
Georgia
$384M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$95.9M

Top Sellers

1
CIP
1
Cornerstone Investment Partners
Georgia
$2.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$472M
3
DCM
3
Discovery Capital Management
Connecticut
$88.5M
4
Boston Partners
4
Boston Partners
Massachusetts
$372M
5
H
5
Hexavest
Quebec, Canada
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
726
Adirondack Trust Company
New York
$10K – – –
TCM
727
Tradewinds Capital Management
Washington
$10K +$10K +134 New
LWA
728
Lenox Wealth Advisors
New York
$10K +$10K +138 New
SFSIG
729
San Francisco Sentry Investment Group
California
$9K – – –
MFS
730
MSI Financial Services
Massachusetts
$9K +$2.4K +32 +36%
WA
731
Waverly Advisors
Alabama
$9K +$9K +118 New
TIM
732
Tortoise Investment Management
New York
$7K – – –
TWA
733
TCI Wealth Advisors
Arizona
$6K – – –
RFA
734
Reilly Financial Advisors
California
$6K – – –
DBT
735
Dubuque Bank & Trust
Iowa
$6K – – –
LWM
736
LBA Wealth Management
Florida
$6K +$6K +80 New
GI
737
Gradient Investments
Minnesota
$5K -$3.52K -45 -41%
GLA
738
Great Lakes Advisors
Illinois
$5K +$5K +71 New
WOC
739
West Oak Capital
California
$4.7K – – –
MRCM
740
M&R Capital Management
New Jersey
$4.09K -$77 -1,049 -2%
EWM
741
Elite Wealth Management
Washington
$4K +$4K +51 New
DIA
742
Denver Investment Advisors
Colorado
$3.17K +$3.17K +43,201 New
BFEC
743
Benjamin F. Edwards & Company
Missouri
$3K – – –
CAW
744
Cornerstone Advisors (Washington)
Washington
$3K +$326 +5 +12%
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$2.13K +$2.13K +29 New
CAM
746
ClariVest Asset Management
California
$2K -$538 -7 -21%
WF
747
WealthTrust Fairport
Ohio
$2K +$2K +30 New
NES
748
New England Securities
New York
$1K – – –
NDSI
749
Newman Dignan & Sheerar Inc
Rhode Island
$747 -$59 -800 -7%
SSM
750
Sound Shore Management
Connecticut
– -$22M -335,338 Closed
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30
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