STT icon

State Street
STT

Overview Fund Activity

835 hedge funds and large institutions have $26B invested in State Street in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 200 increasing their positions, 340 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
148
Increased
200
Reduced
340
Closed
42
Calls
$96.2M
Puts
$177M
Net Calls
-$81.2M
Net Calls Change
-$61.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.87B
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$206M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$289M
4
Goldman Sachs
4
Goldman Sachs
New York
$263M
5
Dodge & Cox
5
Dodge & Cox
California
$95.9M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.88B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$84.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.42B
4
BlackRock
4
BlackRock
New York
$2.26B
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
726
Orion Portfolio Solutions
Nebraska
$45K +$45K +564 New
TWA
727
TCI Wealth Advisors
Arizona
$44K +$2.82K +36 +7%
SAM
728
S.A. Mason
Michigan
$44K +$44K +550 New
JCM
729
Jacobi Capital Management
Pennsylvania
$43K – – –
FWM
730
FSA Wealth Management
Massachusetts
$41K +$41K +524 New
MA
731
MUFG Americas
New York
$40K – – –
PCTC
732
Perkins Coie Trust Company
Washington
$40K – – –
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$37K -$4.79K -61 -11%
ZB
734
Zions Bancorporation
Utah
$36K +$4.55K +58 +14%
ADL
735
Asset Dedication LLC
California
$36K +$18.6K +235 +107%
EI
736
Ellevest Inc
New York
$34K +$33.1K +415 +3,773%
BCWM
737
Bartlett & Co Wealth Management
Ohio
$33.6K – – –
MAM
738
Magellan Asset Management
Australia
$33K -$12.7K -160 -28%
CAL
739
Capital Analysts LLC
Pennsylvania
$32K – – –
OSNBOA
740
Old Second National Bank of Aurora
Illinois
$32K – – –
FCA
741
FinTrust Capital Advisors
South Carolina
$32K +$32K +410 New
IA
742
IFP Advisors
Florida
$31K -$24.4K -315 -44%
RE
743
RBC Europe
United Kingdom
$30.1K – – –
BWP
744
Baldwin Wealth Partners
Massachusetts
$30K -$4.1K -51 -12%
JWA
745
JFS Wealth Advisors
Pennsylvania
$30K – – –
AWMS
746
Advocacy Wealth Management Services
Georgia
$29K -$4.95K -63 -15%
PCM
747
Penserra Capital Management
California
$28K -$155K -2,097 -85%
GRP
748
Global Retirement Partners
California
$28K -$3.51K -44 -11%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$27K +$14.4K +184 +114%
RFA
750
Reilly Financial Advisors
California
$26K -$23.9K -300 -48%
28 29
30
31 32