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State Street
STT

Overview Fund Activity

817 hedge funds and large institutions have $20.9B invested in State Street in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-39
Holders Change %
-4.56%
% of All Funds
18.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
91
Increased
263
Reduced
331
Closed
122
Calls
$108M
Puts
$143M
Net Calls
-$34.8M
Net Calls Change
+$84.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
BlackRock
BlackRock
New York
$1.71B
3
Capital International Investors
Capital International Investors
California
$745M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
5
Citadel Advisors
Citadel Advisors
Florida
$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
VVP
Vulcan Value Partners
Alabama
$293M
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
AL
Appaloosa LP
New Jersey
$0
5
Deutsche Bank
Deutsche Bank
Germany
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
776
Winthrop Partners - WNY
New York
$6.18K -$21.8K -345 -78%
CAL
777
Capital Analysts LLC
Pennsylvania
$6K -$2.78M -40,818 -100%
KTC
778
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
TIM
779
Tortoise Investment Management
New York
$6K – – –
MWM
780
Mascoma Wealth Management
New Hampshire
$6K – – –
SCM
781
Silvant Capital Management
Georgia
$6K – – –
BL
782
Balentine LLC
Georgia
$6K +$6K +88 New
DWM
783
Doyle Wealth Management
Florida
$6K +$6K +100 New
DBT
784
Dubuque Bank & Trust
Iowa
$5K – – –
FANJ
785
Financial Architects (New Jersey)
New Jersey
$5K +$3.84K +63 +332%
BFC
786
Bedel Financial Consulting
Indiana
$4K -$1.23K -20 -24%
PMFA
787
Plante Moran Financial Advisors
Michigan
$4K – – –
ME
788
McIlrath & Eck
Washington
$4K – – –
LWANC
789
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +68 New
AC
790
Avestar Capital
New York
$4K +$2.91K +83 +268%
GT
791
Glenmede Trust
Pennsylvania
$3.48K +$73 +1,159 +2%
RCAG
792
Rehmann Capital Advisory Group
Michigan
$3.28K -$4.67K -74 -59%
CFD
793
Creative Financial Designs
Indiana
$3K -$882 -15 -23%
VCM
794
Versant Capital Management
Arizona
$3K – – –
CCMW
795
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
BWA
796
BDO Wealth Advisors
Florida
$3K – – –
TAIM
797
TD Ameritrade Investment Management
Nebraska
$3K +$491 +9 +20%
BWM
798
Baystate Wealth Management
Massachusetts
$2K -$12.5K -188 -86%
FRA
799
Front Row Advisors
California
$2K -$4K -50 -67%
JFGIW
800
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$1.24K -18 -38%
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32
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