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State Street
STT

Overview Fund Activity

817 hedge funds and large institutions have $20.9B invested in State Street in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-39
Holders Change %
-4.56%
% of All Funds
18.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
91
Increased
263
Reduced
331
Closed
122
Calls
$108M
Puts
$143M
Net Calls
-$34.8M
Net Calls Change
+$84.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
BlackRock
BlackRock
New York
$1.71B
3
Capital International Investors
Capital International Investors
California
$745M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
5
Citadel Advisors
Citadel Advisors
Florida
$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
VVP
Vulcan Value Partners
Alabama
$293M
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
AL
Appaloosa LP
New Jersey
$0
5
Deutsche Bank
Deutsche Bank
Germany
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
751
West Paces Advisors
Georgia
$15.5K – – –
CCM
752
Cribstone Capital Management
Maine
$15K – – –
FFC
753
First Financial Corp
Indiana
$15K – – –
BOPW
754
Brandywine Oak Private Wealth
Pennsylvania
$15K +$15K +241 New
RFWA
755
RPg Family Wealth Advisory
Massachusetts
$13.1K – – –
BWM
756
BerganKDV Wealth Management
Minnesota
$13K -$18.7K -300 -59%
EFSCE
757
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$3.73K -58 -22%
EARNEST Partners
758
EARNEST Partners
Georgia
$13K – – –
QAM
759
QCI Asset Management
New York
$13K – – –
AWMS
760
Advocacy Wealth Management Services
Georgia
$13K +$4.79K +74 +58%
LFA
761
Legacy Financial Advisors
Kentucky
$13K +$11.9K +193 +1,135%
MCM
762
MV Capital Management
Maryland
$11K – – –
CBT
763
Central Bank & Trust
Kentucky
$11K – – –
MOS
764
MGO One Seven
Ohio
$11K +$11K +189 New
CIA
765
CSat Investment Advisory
Michigan
$10K +$5.58K +92 +126%
HR
766
Howe & Rusling
New York
$9K -$10.3K -171 -53%
CHC
767
City Holding Co
West Virginia
$9K – – –
FMII
768
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
Carson Wealth (CWM LLC)
769
Carson Wealth (CWM LLC)
Nebraska
$8K +$6.19K +92 +341%
AIA
770
Alera Investment Advisors
Illinois
$8K +$8K +120 New
SWA
771
Sutton Wealth Advisors
Florida
$7.95K +$946 +15 +14%
TL
772
TrueWealth LLC
Georgia
$7K -$2.81K -45 -29%
KL
773
KWMG LLC
Kansas
$7K -$2.83K -44 -29%
RBC
774
Roble Belko & Company
Pennsylvania
$7K – – –
AIM
775
Anchor Investment Management
South Carolina
$6.31K – – –
29 30
31
32 33