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State Street
STT

Overview Fund Activity

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$338M
2
Capital International Investors
2
Capital International Investors
California
$1.45B
3
AAMU
3
AEGON Asset Management (UK)
United Kingdom
$44.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$42.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$47.2M

Top Sellers

1
LP
1
Longview Partners
Guernsey
$1.01B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.15B
3
AL
3
AJO LP
Pennsylvania
$8.12M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$954M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
776
Silvant Capital Management
Georgia
$6K – – –
TWM
777
Tradition Wealth Management
Minnesota
$6K +$6K +79 New
WPA
778
West Paces Advisors
Georgia
$5.82K – – –
BFEC
779
Benjamin F. Edwards & Company
Missouri
$5K -$1.14K -16 -19%
BFC
780
Bedel Financial Consulting
Indiana
$5K – – –
CWM
781
Cranbrook Wealth Management
Michigan
$5K +$5K +71 New
COCM
782
Charter Oak Capital Management
New Hampshire
$5K +$5K +85 New
Credit Agricole
783
Credit Agricole
France
$4K – – –
PMFA
784
Plante Moran Financial Advisors
Michigan
$4K – – –
ME
785
McIlrath & Eck
Washington
$4K – – –
APC
786
Aspire Private Capital
North Carolina
$4K – – –
SN
787
Sittner & Nelson
Oregon
$4K +$4K +50 New
FFA
788
Freedman Financial Associates
Massachusetts
$4K +$4K +50 New
IAIM
789
International Assets Investment Management
Florida
$4K +$4K +54 New
WWM
790
Wolff Wiese Magana
California
$4K +$4K +59 New
TFM
791
TFC Financial Management
Massachusetts
$3K – – –
EWA
792
Evolution Wealth Advisors
Florida
$3K – – –
BCMIO
793
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
VCM
794
Versant Capital Management
Arizona
$3K – – –
LWM
795
Liberty Wealth Management
California
$3K +$438 +7 +17%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$3K +40 New
BWM
797
Baystate Wealth Management
Massachusetts
$2K – – –
MF
798
Manchester Financial
California
$2K – – –
CFN
799
Cordasco Financial Network
Florida
$2K – – –
NFG
800
Next Financial Group
Texas
$2K – – –
30 31
32
33 34