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State Street
STT

Overview Fund Activity

881 hedge funds and large institutions have $31.8B invested in State Street in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 272 increasing their positions, 304 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+67
Holders Change %
+8.23%
% of All Funds
20.01%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
128
Increased
272
Reduced
304
Closed
55
Calls
$90.2M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$120M

Top Buyers

1
JIM
1
Jupiter Investment Management
United Kingdom
$168M
2
Norges Bank
2
Norges Bank
Norway
$360M
3
NI
3
Numeric Investors
Massachusetts
$139M
4
Goldman Sachs
4
Goldman Sachs
New York
$268M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.67B
2
SGA
2
Sustainable Growth Advisers
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$41.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.58B
5
Invesco
5
Invesco
Georgia
$707M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
751
Guardian Life Insurance
New York
$118K +$35.4K +363 +43%
SNT
752
Security National Trust
West Virginia
$117K -$9.49K -97 -8%
FWM
753
Focused Wealth Management
New York
$117K +$117K +1,200 New
JCM
754
Jacobi Capital Management
Pennsylvania
$114K – – –
DCM
755
Delpha Capital Management
New York
$113K +$113K +1,161 New
HCM
756
Highlander Capital Management
New Jersey
$112K -$14.6K -150 -12%
LA
757
Legacy Advisors
Pennsylvania
$112K +$100K +1,028 +836%
MA
758
MUFG Americas
New York
$110K – – –
NIM
759
NuWave Investment Management
New Jersey
$107K +$107K +1,089 New
GWM
760
Geneos Wealth Management
Colorado
$102K +$29.2K +301 +40%
PA
761
Parallel Advisors
California
$101K – – –
CAW
762
Cornerstone Advisors (Washington)
Washington
$98K – – –
TG
763
TLP Group
Illinois
$90K -$209K -2,131 -70%
NCM
764
Nelson Capital Management
California
$83K – – –
C
765
Cerebellum
California
$82K +$82K +844 New
AF
766
Advisornet Financial
Minnesota
$81K +$81K +825 New
QCG
767
Quadrant Capital Group
Ohio
$78K -$703 -8 -0.9%
BFEC
768
Benjamin F. Edwards & Company
Missouri
$77K -$7.06K -72 -8%
BWM
769
Baystate Wealth Management
Massachusetts
$77K – – –
JFA
770
JNBA Financial Advisors
Minnesota
$77K – – –
PWM
771
Perigon Wealth Management
California
$74K – – –
GBT
772
Grove Bank & Trust
Florida
$69K +$2.63K +27 +4%
ARMC
773
American Research & Management Company
Massachusetts
$68K – – –
SIAS
774
Shine Investment Advisory Services
Colorado
$67K -$4.29K -44 -6%
Bessemer Group
775
Bessemer Group
New Jersey
$65K -$42.7K -436 -40%
29 30
31
32 33