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State Street
STT

Overview Fund Activity

756 hedge funds and large institutions have $19.5B invested in State Street in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-17
Holders Change %
-2.2%
% of All Funds
15.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
71
Increased
235
Reduced
298
Closed
81
Calls
$44.5M
Puts
$61.5M
Net Calls
-$17M
Net Calls Change
-$6.09M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.09B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.93B
3
Dodge & Cox
Dodge & Cox
California
$1.21B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$301M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$80.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$845M
2
AQR Capital Management
AQR Capital Management
Connecticut
$78.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$189M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$908M
5
Invesco
Invesco
Georgia
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
776
Providence Wealth Advisors
Illinois
– -$691K -10,871 Closed
HT
777
HighTower Trust
Texas
– -$685K -10,778 Closed
Twin Tree Management
778
Twin Tree Management
Texas
– -$676K -10,638 Closed
LP
779
LMR Partners
United Kingdom
– -$591K -9,301 Closed
EIM
780
Essex Investment Management
Massachusetts
– -$459K -7,227 Closed
BRWM
781
B. Riley Wealth Management
Tennessee
– -$452K -7,117 Closed
BAM
782
Belpointe Asset Management
Nevada
– -$445K -7,008 Closed
DJSG
783
D.J. St. Germain
Massachusetts
– -$410K -6,450 Closed
HIM
784
Hillsdale Investment Management
Ontario, Canada
– -$389K -6,115 Closed
MC
785
Maverick Capital
Texas
– -$365K -5,743 Closed
ARTA
786
A.R.T. Advisors
New York
– -$344K -5,409 Closed
CIM
787
Contravisory Investment Management
Massachusetts
– -$324K -5,035 Closed
MYAM
788
Meiji Yasuda Asset Management
Japan
– -$301K -4,742 Closed
MIA
789
MainStreet Investment Advisors
Illinois
– -$287K -4,511 Closed
BCA
790
Bay Colony Advisors
Massachusetts
– -$285K -4,490 Closed
BCM
791
Bridgeway Capital Management
Texas
– -$273K -4,300 Closed
MFS
792
Mirabella Financial Services
United Kingdom
– -$269K -4,229 Closed
VWA
793
VERITY Wealth Advisors
United States
– -$268K -4,214 Closed
CFG
794
Citizens Financial Group
Rhode Island
– -$252K -3,941 Closed
FMWA
795
Forvis Mazars Wealth Advisors
Missouri
– -$238K -3,748 Closed
AGM
796
Alpine Global Management
New York
– -$230K -3,619 Closed
ICM
797
IMS Capital Management
Oregon
– -$227K -3,570 Closed
AI
798
Atom Investors
Texas
– -$223K -3,511 Closed
SS
799
Simplicity Solutions
Minnesota
– -$216K -3,400 Closed
Luther King Capital Management (LKCM)
800
Luther King Capital Management (LKCM)
Texas
– -$211K -3,324 Closed
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