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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
$1.15B
2
BlackRock
BlackRock
New York
$1.71B
3
Capital International Investors
Capital International Investors
California
$745M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
5
Citadel Advisors
Citadel Advisors
Florida
$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
VVP
Vulcan Value Partners
Alabama
$293M
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
AL
Appaloosa LP
New Jersey
$0
5
Deutsche Bank
Deutsche Bank
Germany
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
726
SeaCrest Wealth Management
New York
$28K -$374K -5,871 -93%
CAC
727
Certified Advisory Corp
Florida
$28K +$15.6K +250 +125%
WF
728
WealthTrust Fairport
Ohio
$27K -$37.8K -591 -58%
ARMC
729
American Research & Management Company
Massachusetts
$27K – – –
PRC
730
Pearl River Capital
Michigan
$25K +$25K +400 New
FCA
731
FinTrust Capital Advisors
South Carolina
$25K +$25K +402 New
JWA
732
JFS Wealth Advisors
Pennsylvania
$24K +$5.43K +86 +29%
WANY
733
Wealthspire Advisors (New York)
New York
$24K +$24K +376 New
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$22.6K -$5.68K -90 -20%
NCM
735
Nelson Capital Management
California
$22K – – –
GRP
736
Global Retirement Partners
California
$22K +$6.4K +103 +41%
PAMU
737
Pictet Asset Management (UK)
United Kingdom
$21.8K +$1.65K +26,206 +8%
PA
738
Perennial Advisors
New York
$20K – – –
PK
739
Pflug Koory
Nebraska
$20K – – –
PFBT
740
Parkside Financial Bank & Trust
Missouri
$20K +$4.19K +67 +26%
BGIM
741
Brandywine Global Investment Management
Pennsylvania
$19K -$22M -335,452 -100%
GAM
742
Gemmer Asset Management
California
$19K – – –
CC
743
Claybrook Capital
Massachusetts
$19K +$19K +300 New
WDL
744
Well Done LLC
Michigan
$19K +$19K +300 New
PWMG
745
Prestige Wealth Management Group
New Jersey
$19K +$19K +300 New
TFO
746
Tarbox Family Office
California
$17K -$1.02K -16 -6%
VNA
747
Valley National Advisers
Pennsylvania
$17K +$1.67K +26 +11%
CHP
748
Cable Hill Partners
Oregon
$16K -$514 -8 -3%
TSW
749
Thompson Siegel & Walmsley
Virginia
$16K – – –
VEA
750
Virtus ETF Advisers
New York
$16K +$16K +256 New
28 29
30
31 32