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State Street
STT

Overview Fund Activity

903 hedge funds and large institutions have $32.5B invested in State Street in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 279 increasing their positions, 362 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+22
Holders Change %
+2.5%
% of All Funds
20.73%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
83
Increased
279
Reduced
362
Closed
49
Calls
$184M
Puts
$165M
Net Calls
+$18.7M
Net Calls Change
+$146M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$148M
2
EVM
Eaton Vance Management
Massachusetts
+$135M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.7M
4
Capital International Investors
Capital International Investors
California
+$71.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$66.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$116M
3
State Street
State Street
Massachusetts
-$69.5M
4
CP
Coho Partners
Pennsylvania
-$50.2M
5
Ameriprise
Ameriprise
Minnesota
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIMI
751
Natixis Investment Managers International
France
$174K +$174K +1,748 New
KLWA
752
Kelly Lawrence W & Associates
California
$170K – – –
ASN
753
Advisory Services Network
Georgia
$168K -$16.3K -164 -9%
ECM
754
Estabrook Capital Management
New York
$166K – – –
MCM
755
Manchester Capital Management
Vermont
$165K – – –
IFAM
756
Institutional & Family Asset Management
Colorado
$162K +$162K +1,625 New
S
757
SignatureFD
Georgia
$160K +$160K +1,605 New
WAM
758
Wealthspire Advisors (Maryland)
Maryland
$156K +$3.1K +31 +2%
CSC
759
Cove Street Capital
California
$150K -$40K -400 -21%
NCM
760
Northstar Capital Management
New York
$150K – – –
TAM
761
Tiverton Asset Management
Delaware
$145K -$291K -2,925 -67%
RWP
762
RWA Wealth Partners
Massachusetts
$145K +$145K +1,449 New
TFS
763
TrustCore Financial Services
Tennessee
$142K – – –
FHA
764
First Horizon Advisors
Tennessee
$131K – – –
WTB
765
Washington Trust Bank
Washington
$124K – – –
FWM
766
Focused Wealth Management
New York
$120K – – –
VFA
767
Valeo Financial Advisors
Indiana
$118K +$73.4K +733 +165%
SNT
768
Security National Trust
West Virginia
$115K -$3.47K -35 -3%
HCM
769
Highlander Capital Management
New Jersey
$112K – – –
JCM
770
Jacobi Capital Management
Pennsylvania
$112K – – –
DA
771
Denali Advisors
California
$110K -$4.45M -44,500 -98%
CB
772
CNB Bank
Pennsylvania
$109K -$35K -350 -24%
MA
773
MUFG Americas
New York
$107K -$4.97K -50 -4%
M
774
MOTCO
Texas
$107K +$76.1K +760 +247%
CAW
775
Cornerstone Advisors (Washington)
Washington
$106K +$5.99K +60 +6%
29 30
31
32 33