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State Street
STT

Overview Fund Activity

834 hedge funds and large institutions have $28B invested in State Street in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 295 increasing their positions, 291 reducing their positions, and 53 closing their positions.

Holders
834
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
14.65%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
67
Increased
295
Reduced
291
Closed
53
Calls
$133M
Puts
$122M
Net Calls
+$10.8M
Net Calls Change
+$12.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Invesco
2
Invesco
Georgia
$629M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.92B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$342M
5
Ameriprise
5
Ameriprise
Minnesota
$715M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$107M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.19B
3
LP
3
Longview Partners
Guernsey
$773M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$32.9M
5
CBT
5
Capital Bank & Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
751
First Financial Corp
Indiana
$20K – – –
AF
752
Advisornet Financial
Minnesota
$19K – – –
TFO
753
Tarbox Family Office
California
$19K – – –
CCM
754
Cribstone Capital Management
Maine
$18K – – –
BWM
755
BerganKDV Wealth Management
Minnesota
$18K – – –
LWANC
756
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K -$17K -200 -50%
EARNEST Partners
757
EARNEST Partners
Georgia
$17K – – –
CYG
758
Clean Yield Group
Vermont
$17K – – –
MWM
759
Mascoma Wealth Management
New Hampshire
$17K +$17K +200 New
RE
760
RBC Europe
United Kingdom
$16.9K – – –
OC
761
Oakworth Capital
Alabama
$16K – – –
MHR
762
Matthew Hamilton Rosenberg
$16K +$4.97K +60 +45%
SC
763
SouthState Corp
Florida
$16K +$16K +185 New
CP
764
Corbenic Partners
Pennsylvania
$15K – – –
FMTCOCP
765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K – – –
RA
766
Resolute Advisors
California
$15K – – –
CBT
767
Central Bank & Trust
Kentucky
$15K – – –
BWL
768
Bogart Wealth LLC
Virginia
$14K +$14K +160 New
Nisa Investment Advisors
769
Nisa Investment Advisors
Missouri
$13.8K -$59 -700 -0.4%
TAM
770
Tucker Asset Management
Colorado
$13.5K – – –
BCWM
771
Bartlett & Co Wealth Management
Ohio
$13.5K -$20.1K -236 -60%
BC
772
Bartlett & Co
Ohio
$13K -$19.4K -236 -60%
ARMC
773
American Research & Management Company
Massachusetts
$13K – – –
EW
774
Evoke Wealth
California
$13K – – –
EBA
775
Eagle Bay Advisors
New York
$12K -$10.6K -127 -47%
29 30
31
32 33