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State Street

898 hedge funds and large institutions have $31B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $28B → $31B (+$2.97B)

7% more funds holding

Funds holding: 838898 (+60)

1.65% more ownership

Funds ownership: 90.19%91.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

4% less call options, than puts

Call options by funds: $285M | Put options by funds: $298M

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 306

Holders
898
Holders Change
+60
Holders Change %
+7.16%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
133
Increased
285
Reduced
306
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
726
Gladius Capital Management
Illinois
$147K +$149K +1,580 New
AG
727
AIA Group
Hong Kong
$143K +$145K +1,535 New
LS
728
Leelyn Smith
Illinois
$139K
WPWM
729
Western Pacific Wealth Management
Illinois
$137K +$139K +1,475 New
VRM
730
Vectors Research Management
New York
$135K
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$135K +$471 +5 +0.3%
HBT
732
Hills Bank & Trust
Iowa
$133K
SWM
733
Spire Wealth Management
Virginia
$129K -$15.5K -164 -11%
TF
734
Tompkins Financial
New York
$125K -$7.73K -82 -6%
ECM
735
Estabrook Capital Management
New York
$125K
FA
736
Fortis Advisors
Pennsylvania
$122K +$848 +9 +0.7%
CTC
737
Central Trust Company
Missouri
$121K
HCP
738
Hexagon Capital Partners
Arkansas
$121K
BCA
739
Bray Capital Advisors
Florida
$118K
GLLW
740
Graves Light Lenhart Wealth
Virginia
$118K
BLC
741
Brown, Lisle/Cummings
Rhode Island
$108K +$109K +1,160 New
CG
742
Cutler Group
California
$107K -$753K -7,987 -87%
T
743
TOBAM
France
$106K
HDIM
744
Hanson & Doremus Investment Management
Vermont
$105K -$5K -53 -4%
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$101K +$1.13K +12 +1%
CFG
746
CKW Financial Group
Hawaii
$100K -$9.43K -100 -9%
BIP
747
Blueprint Investment Partners
North Carolina
$97.1K +$98.4K +1,044 New
MAM
748
Marquette Asset Management
Minnesota
$97K
HI
749
Harbour Investments
Wisconsin
$95K -$39.8K -422 -29%
LPP
750
Life Planning Partners
Florida
$95K +$96.7K +1,026 New

STT Hedge Fund Activity: Q4 2021 in Review

898 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2021, worth a combined $31B — up 11% from $28B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new STT positions and 56 closed out — a net gain of 77 holders — while 285 added to existing stakes and 306 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $928M. The largest seller was Bank of America, cutting an estimated $236M.

  • 898 institutional investors held State Street (STT) as of Q4 2021, up from 838 in Q3 2021.
  • Funds reported $31B of State Street stock for Q4 2021, up 11% quarter-over-quarter.
  • 133 funds opened new State Street positions in Q4 2021 and 56 closed out, a net change of +77 holders.
  • The largest State Street buyer in Q4 2021 was T. Rowe Price Associates, an estimated $928M added.
  • The largest State Street seller in Q4 2021 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2021.