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State Street
STT

Overview Fund Activity

787 hedge funds and large institutions have $26.4B invested in State Street in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 243 increasing their positions, 290 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+66
Holders Change %
+9.15%
% of All Funds
19.7%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
116
Increased
243
Reduced
290
Closed
40
Calls
$178M
Puts
$192M
Net Calls
-$14.1M
Net Calls Change
-$27.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.36B
3
Artisan Partners
Artisan Partners
Wisconsin
$154M
4
State Street
State Street
Massachusetts
$1.46B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$375M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$546M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.49B
3
MTB
Mizuho Trust & Banking
Japan
$0
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$149M
5
OAC
OMERS Administration Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
751
Creative Financial Designs
Indiana
$15K +$15K +190 New
EF
752
Empirical Finance
Pennsylvania
$15K +$15K +190 New
IWA
753
IBEX Wealth Advisors
New Jersey
$15K +$15K +191 New
MCM
754
MV Capital Management
Maryland
$14K +$14K +175 New
RBC
755
Roble Belko & Company
Pennsylvania
$12K -$1.24M -16,186 -99%
PFBT
756
Parkside Financial Bank & Trust
Missouri
$12K +$2.32K +29 +24%
CHC
757
City Holding Co
West Virginia
$11K – – –
CHP
758
Cable Hill Partners
Oregon
$10K – – –
RFA
759
Reilly Financial Advisors
California
$10K – – –
PMFA
760
Plante Moran Financial Advisors
Michigan
$10K +$1.05K +14 +12%
SWA
761
Sutton Wealth Advisors
Florida
$8.63K – – –
VFA
762
Virtus Fund Advisers
Connecticut
$8K – – –
TIM
763
Tortoise Investment Management
New York
$8K – – –
AIM
764
Anchor Investment Management
South Carolina
$7.77K – – –
Carson Wealth (CWM LLC)
765
Carson Wealth (CWM LLC)
Nebraska
$6K +$289 +4 +5%
VCM
766
Versant Capital Management
Arizona
$5K -$214 -3 -4%
ACM
767
Armbruster Capital Management
New York
$5K – – –
AWM
768
Avior Wealth Management
Nebraska
$5K +$5K +63 New
FAN
769
Financial Advisors Network
California
$4.57K +$4.57K +60 New
CCMW
770
Cypress Capital Management (Wyoming)
Wyoming
$4.21K – – –
FPFS
771
First Personal Financial Services
North Carolina
$4K +$2.4K +30 +150%
OFW
772
Omnia Family Wealth
Florida
$4K +$4K +46 New
DBT
773
Dubuque Bank & Trust
Iowa
$3K – – –
AF
774
Allworth Financial
California
$3K – – –
TCM
775
Tradewinds Capital Management
Washington
$3K – – –
29 30
31
32 33