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State Street
STT

Overview Fund Activity

756 hedge funds and large institutions have $19.5B invested in State Street in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-17
Holders Change %
-2.2%
% of All Funds
15.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
71
Increased
235
Reduced
298
Closed
81
Calls
$44.5M
Puts
$61.5M
Net Calls
-$17M
Net Calls Change
-$6.09M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.09B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.93B
3
Dodge & Cox
Dodge & Cox
California
$1.21B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$301M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$80.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$845M
2
AQR Capital Management
AQR Capital Management
Connecticut
$78.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$189M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$908M
5
Invesco
Invesco
Georgia
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
726
McIlrath & Eck
Washington
$4K – – –
PMFA
727
Plante Moran Financial Advisors
Michigan
$4K – – –
BFC
728
Bedel Financial Consulting
Indiana
$4K – – –
HGWM
729
Harvest Group Wealth Management
Massachusetts
$4K +$56 +1 +1%
JWM
730
Janiczek Wealth Management
Colorado
$4K +$2.35K +40 +143%
JWM
731
Jeppson Wealth Management
California
$4K +$4K +75 New
VCM
732
Versant Capital Management
Arizona
$3K – – –
BCMIO
733
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3K +45 New
Credit Agricole
734
Credit Agricole
France
$3K +$3K +50 New
APC
735
Aspire Private Capital
North Carolina
$3K +$3K +55 New
CHAM
736
Clear Harbor Asset Management
Connecticut
$2.97K +$2.97K +50 New
Millennium Management
737
Millennium Management
New York
$2.66K -$20.5K -345,789 -89%
CFN
738
Cordasco Financial Network
Florida
$2K – – –
LWM
739
Liberty Wealth Management
California
$2K – – –
MF
740
Manchester Financial
California
$2K – – –
APW
741
Acima Private Wealth
Virginia
$2K – – –
EWA
742
Evolution Wealth Advisors
Florida
$2K – – –
WCG
743
Weaver Consulting Group
California
$2K – – –
BWM
744
Baystate Wealth Management
Massachusetts
$2K +$63 +1 +3%
NFG
745
Next Financial Group
Texas
$2K +$2K +34 New
NNP
746
Nachman Norwood & Parrott
South Carolina
$2K +$2K +35 New
TFM
747
TFC Financial Management
Massachusetts
$2K +$2K +38 New
FGA
748
Fortis Group Advisors
New Jersey
$2K +$2K +39 New
CWC
749
Carolinas Wealth Consulting
North Carolina
$2K +$2K +39 New
PFWA
750
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +40 New
28 29
30
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