We are live on ! Find out more
STT icon

State Street

898 hedge funds and large institutions have $31B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $28B → $31B (+$2.97B)

7% more funds holding

Funds holding: 838898 (+60)

1.65% more ownership

Funds ownership: 90.19%91.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

4% less call options, than puts

Call options by funds: $285M | Put options by funds: $298M

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 306

Holders
898
Holders Change
+60
Holders Change %
+7.16%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
133
Increased
285
Reduced
306
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
776
American Research & Management Company
Massachusetts
$51K +$37.7K +400 +267%
DAC
777
Dividend Assets Capital
South Carolina
$49K +$7.63K +81 +18%
Capstone Investment Advisors
778
Capstone Investment Advisors
New York
$49K +$42.7K +453 +612%
PCG
779
Private Capital Group
Connecticut
$46K -$27.8K -295 -38%
KCM
780
KRS Capital Management
Michigan
$46K +$47.2K +501 New
CFO
781
CVA Family Office
Colorado
$38K +$27.6K +293 +250%
FCA
782
FinTrust Capital Advisors
South Carolina
$37K
CNBTD
783
Citizens National Bank Trust Department
Mississippi
$37K +$37.7K +400 New
FF
784
FourThought Financial
Florida
$36K -$7.16K -76 -16%
ETC
785
Exchange Traded Concepts
Oklahoma
$36K +$4.9K +52 +15%
BWP
786
Baldwin Wealth Partners
Massachusetts
$35K
GAM
787
Gemmer Asset Management
California
$35K
HFM
788
Harvest Fund Management
China
$35K
PFBT
789
Parkside Financial Bank & Trust
Missouri
$35K
ZB
790
Zions Bancorporation
Utah
$35K +$1.7K +18 +5%
CWS
791
Confluence Wealth Services
Pennsylvania
$35K +$35.8K +380 New
JWA
792
JFS Wealth Advisors
Pennsylvania
$33K +$3.77K +40 +13%
CSB
793
City State Bank
Iowa
$33K +$33K +350 New
ST
794
Smithfield Trust
Pennsylvania
$32K -$2.92K -31 -8%
GWS
795
Glassman Wealth Services
Virginia
$32K +$4.71K +50 +17%
C
796
Covestor
United Kingdom
$31K +$31.9K +338 New
PK
797
Pflug Koory
Nebraska
$30K
IA
798
IFP Advisors
Florida
$28K -$6.32K -67 -20%
TFGT
799
TS Financial Group (TSFG)
Illinois
$28K
OSNBOA
800
Old Second National Bank of Aurora
Illinois
$28K +$37.7K +400 New

STT Hedge Fund Activity: Q4 2021 in Review

898 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2021, worth a combined $31B — up 11% from $28B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new STT positions and 56 closed out — a net gain of 77 holders — while 285 added to existing stakes and 306 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $928M. The largest seller was Bank of America, cutting an estimated $236M.

  • 898 institutional investors held State Street (STT) as of Q4 2021, up from 838 in Q3 2021.
  • Funds reported $31B of State Street stock for Q4 2021, up 11% quarter-over-quarter.
  • 133 funds opened new State Street positions in Q4 2021 and 56 closed out, a net change of +77 holders.
  • The largest State Street buyer in Q4 2021 was T. Rowe Price Associates, an estimated $928M added.
  • The largest State Street seller in Q4 2021 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2021.