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State Street
STT

Overview Fund Activity

893 hedge funds and large institutions have $30.9B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 283 increasing their positions, 304 reducing their positions, and 56 closing their positions.

Holders
893
Holders Change
+59
Holders Change %
+7.07%
% of All Funds
13.79%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
132
Increased
283
Reduced
304
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.04B
2
Wolverine Trading
2
Wolverine Trading
Illinois
$155M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$393M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$109M
5
Ameriprise
5
Ameriprise
Minnesota
$874M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
Citadel Advisors
2
Citadel Advisors
Florida
$257K
3
Jane Street
3
Jane Street
New York
$1.93M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.17B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$845K
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
751
TimeScale Financial
Massachusetts
$81K +$560 +6 +0.7%
CFFP
752
Center for Financial Planning
Michigan
$74K – – –
IRC
753
Investors Research Corp
Georgia
$74K – – –
EWA
754
EverSource Wealth Advisors
Alabama
$67K +$67K +716 New
SOW
755
State of Wyoming
Wyoming
$65K +$1.76K +19 +3%
TFS
756
TrustCore Financial Services
Tennessee
$63K – – –
ADL
757
Asset Dedication LLC
California
$62K – – –
FQ
758
First Quadrant
California
$60K -$2.87K -31 -5%
WBC
759
West Branch Capital
Massachusetts
$60K – – –
PO
760
Private Ocean
California
$60K +$60K +645 New
TWA
761
TCI Wealth Advisors
Arizona
$57K – – –
CFGS
762
Concourse Financial Group Securities
Alabama
$57K +$1.3K +14 +2%
MFM
763
MD Financial Management
Ontario, Canada
$56K – – –
HFA
764
HC Financial Advisors
California
$56K – – –
OIS
765
Okabena Investment Services
Minnesota
$56K +$56K +607 New
GFPC
766
Global Financial Private Client
Florida
$55.8K +$55.8K +600 New
GRP
767
Global Retirement Partners
California
$55K +$1.11K +12 +2%
QC
768
Quent Capital
New York
$54K +$54K +584 New
BHWM
769
Beaird Harris Wealth Management
Texas
$52K +$52K +560 New
MAM
770
Magellan Asset Management
Australia
$51K – – –
SAM
771
S.A. Mason
Michigan
$51K – – –
ARMC
772
American Research & Management Company
Massachusetts
$51K +$37.1K +400 +267%
DAC
773
Dividend Assets Capital
South Carolina
$49K +$7.49K +81 +18%
Capstone Investment Advisors
774
Capstone Investment Advisors
New York
$49K +$42.1K +453 +612%
PCG
775
Private Capital Group
Connecticut
$46K -$27.8K -295 -38%
29 30
31
32 33