STT icon

State Street
STT

Overview Fund Activity

903 hedge funds and large institutions have $32.5B invested in State Street in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 279 increasing their positions, 362 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+22
Holders Change %
+2.5%
% of All Funds
20.73%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
83
Increased
279
Reduced
362
Closed
49
Calls
$184M
Puts
$165M
Net Calls
+$18.7M
Net Calls Change
+$146M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$148M
2
EVM
Eaton Vance Management
Massachusetts
+$135M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.7M
4
Capital International Investors
Capital International Investors
California
+$71.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$66.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$116M
3
State Street
State Street
Massachusetts
-$69.5M
4
CP
Coho Partners
Pennsylvania
-$50.2M
5
Ameriprise
Ameriprise
Minnesota
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
776
Geneos Wealth Management
Colorado
$105K +$793 +8 +0.8%
PA
777
Parallel Advisors
California
$100K -$3.49K -35 -3%
ACA
778
Atlas Capital Advisors
Wyoming
$96K +$96K +963 New
WF
779
WealthTrust Fairport
Ohio
$89K +$89K +892 New
MPPLM
780
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$88K +$72.9K +731 +481%
APP
781
Avantax Planning Partners
Iowa
$86K +$86K +857 New
GLI
782
Guardian Life Insurance
New York
$85K -$35.7K -358 -30%
NCM
783
Nelson Capital Management
California
$85K – – –
AF
784
Advisornet Financial
Minnesota
$82K – – –
QCG
785
Quadrant Capital Group
Ohio
$81K +$1.35K +15 +2%
SFM
786
Signet Financial Management
New Jersey
$81K +$81K +812 New
MGIA
787
Moneta Group Investment Advisors
Missouri
$80K +$79.6K +796 +19,900%
Fuller & Thaler Asset Management
788
Fuller & Thaler Asset Management
California
$80K +$80K +800 New
BFEC
789
Benjamin F. Edwards & Company
Missouri
$78K – – –
JFA
790
JNBA Financial Advisors
Minnesota
$78K – – –
PWM
791
Perigon Wealth Management
California
$75K – – –
BWM
792
Baystate Wealth Management
Massachusetts
$73K – – –
SIAS
793
Shine Investment Advisory Services
Colorado
$69K – – –
OIA
794
OneDigital Investment Advisors
Kansas
$65K – – –
SFSIG
795
San Francisco Sentry Investment Group
California
$62K +$33.1K +330 +115%
ADL
796
Asset Dedication LLC
California
$62K +$40K +400 +182%
OSNBOA
797
Old Second National Bank of Aurora
Illinois
$61K – – –
AWM
798
Aevitas Wealth Management
Massachusetts
$60K +$100 +1 +0.2%
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$57K +$3.7K +37 +7%
PCTC
800
Perkins Coie Trust Company
Washington
$50K – – –
30 31
32
33 34