State Street
799 hedge funds and large institutions have $29.6B invested in State Street in 2017 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 195 increasing their positions, 357 reducing their positions, and 40 closing their positions.
123% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 40
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
14% more call options, than puts
Call options by funds: $201M | Put options by funds: $175M
12% more capital invested
Capital invested by funds: $26.5B → $29.6B (+$3.08B)
6% more funds holding
Funds holding: 753 → 799 (+46)
0.47% more ownership
Funds ownership: 87.12% → 87.6% (+0.47%)
45% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 357
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$274M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$161M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$81.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$73.5M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$62.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$266M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$132M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$101M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$68.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$55.3M |
STT Hedge Fund Activity: Q2 2017 in Review
799 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2017, worth a combined $29.6B — up 12% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new STT positions and 40 closed out — a net gain of 49 holders — while 195 added to existing stakes and 357 trimmed.
The largest buyer was Longview Partners, adding an estimated $274M. The largest seller was T. Rowe Price Associates, cutting an estimated $266M.
- 799 institutional investors held State Street (STT) as of Q2 2017, up from 753 in Q1 2017.
- Funds reported $29.6B of State Street stock for Q2 2017, up 12% quarter-over-quarter.
- 89 funds opened new State Street positions in Q2 2017 and 40 closed out, a net change of +49 holders.
- The largest State Street buyer in Q2 2017 was Longview Partners, an estimated $274M added.
- The largest State Street seller in Q2 2017 was T. Rowe Price Associates, an estimated $266M sold.
Based on aggregated 13F filings for Q2 2017.