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State Street

898 hedge funds and large institutions have $31B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $28B → $31B (+$2.97B)

7% more funds holding

Funds holding: 838898 (+60)

1.65% more ownership

Funds ownership: 90.19%91.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

4% less call options, than puts

Call options by funds: $285M | Put options by funds: $298M

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 306

Holders
898
Holders Change
+60
Holders Change %
+7.16%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
133
Increased
285
Reduced
306
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
751
JNBA Financial Advisors
Minnesota
$94K
MA
752
MUFG Americas
New York
$92K
WFS
753
Widmann Financial Services
Maryland
$90K +$91.9K +975 New
FMB
754
Field & Main Bank
Kentucky
$85K +$7.07K +75 +9%
TF
755
TimeScale Financial
Massachusetts
$81K +$566 +6 +0.7%
CFFP
756
Center for Financial Planning
Michigan
$74K
IRC
757
Investors Research Corp
Georgia
$74K
EWA
758
EverSource Wealth Advisors
Alabama
$67K +$67.5K +716 New
SOW
759
State of Wyoming
Wyoming
$65K +$1.79K +19 +3%
TFS
760
TrustCore Financial Services
Tennessee
$63K
ADL
761
Asset Dedication LLC
California
$62K
FQ
762
First Quadrant
California
$60K -$2.92K -31 -5%
WBC
763
West Branch Capital
Massachusetts
$60K
PO
764
Private Ocean
California
$60K +$60.8K +645 New
TWA
765
TCI Wealth Advisors
Arizona
$57K
CFGS
766
Concourse Financial Group Securities
Alabama
$57K +$1.32K +14 +2%
HFA
767
HC Financial Advisors
California
$56K
MFM
768
MD Financial Management
Ontario, Canada
$56K
OIS
769
Okabena Investment Services
Minnesota
$56K +$57.2K +607 New
GFPC
770
Global Financial Private Client
Florida
$55.8K +$56.6K +600 New
GRP
771
Global Retirement Partners
California
$55K +$1.13K +12 +2%
QC
772
Quent Capital
New York
$54K +$55K +584 New
BHWM
773
Beaird Harris Wealth Management
Texas
$52K +$52.8K +560 New
MAM
774
Magellan Asset Management
Australia
$51K
SAM
775
S.A. Mason
Michigan
$51K

STT Hedge Fund Activity: Q4 2021 in Review

898 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2021, worth a combined $31B — up 11% from $28B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new STT positions and 56 closed out — a net gain of 77 holders — while 285 added to existing stakes and 306 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $928M. The largest seller was Bank of America, cutting an estimated $236M.

  • 898 institutional investors held State Street (STT) as of Q4 2021, up from 838 in Q3 2021.
  • Funds reported $31B of State Street stock for Q4 2021, up 11% quarter-over-quarter.
  • 133 funds opened new State Street positions in Q4 2021 and 56 closed out, a net change of +77 holders.
  • The largest State Street buyer in Q4 2021 was T. Rowe Price Associates, an estimated $928M added.
  • The largest State Street seller in Q4 2021 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2021.