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State Street
STT

Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in State Street in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 251 increasing their positions, 317 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+21
Holders Change %
+2.58%
% of All Funds
14.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
89
Increased
251
Reduced
317
Closed
64
Calls
$68.7M
Puts
$86.5M
Net Calls
-$17.8M
Net Calls Change
+$10.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$471M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$411M
3
Goldman Sachs
Goldman Sachs
New York
+$229M
4
Ameriprise
Ameriprise
Minnesota
+$132M
5
BlackRock
BlackRock
New York
+$104M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$775M
2
Capital International Investors
Capital International Investors
California
-$743M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$245M
4
LP
Longview Partners
Guernsey
-$199M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
751
Advisornet Financial
Minnesota
$18K – – –
BWM
752
BerganKDV Wealth Management
Minnesota
$18K – – –
CCM
753
Cribstone Capital Management
Maine
$18K – – –
IBOK
754
Independence Bank of Kentucky
Kentucky
$17K – – –
EARNEST Partners
755
EARNEST Partners
Georgia
$17K – – –
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$1.02K +12 +6%
MWM
757
Mascoma Wealth Management
New Hampshire
$17K +$17K +200 New
RE
758
RBC Europe
United Kingdom
$16.8K – – –
OC
759
Oakworth Capital
Alabama
$16K – – –
ADIM
760
Alpha DNA Investment Management
Maryland
$15K -$13.6K -165 -48%
CBT
761
Central Bank & Trust
Kentucky
$15K – – –
ARMC
762
American Research & Management Company
Massachusetts
$15K – – –
FQ
763
First Quadrant
California
$15K – – –
FMTCOCP
764
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K – – –
Nisa Investment Advisors
765
Nisa Investment Advisors
Missouri
$14.1K -$33.5K -398,293 -70%
RA
766
Resolute Advisors
California
$14K +$14K +171 New
EW
767
Evoke Wealth
California
$13K +$3.83K +46 +42%
SFA
768
Semmax Financial Advisors
North Carolina
$13K +$13K +152 New
TAM
769
Tucker Asset Management
Colorado
$11.5K – – –
AIG
770
American International Group
New York
$11.5K -$308 -3,666 -3%
SWA
771
Sutton Wealth Advisors
Florida
$11.3K +$336 +4 +3%
SIC
772
Salem Investment Counselors
North Carolina
$11K – – –
SL
773
Savior LLC
Massachusetts
$11K – – –
MHR
774
Matthew Hamilton Rosenberg
$11K +$83 +1 +0.8%
SGAM
775
Smith Group Asset Management
Texas
$11K +$1.71K +20 +18%
29 30
31
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