STT icon

State Street
STT

Overview Fund Activity

881 hedge funds and large institutions have $31.8B invested in State Street in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 272 increasing their positions, 304 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+67
Holders Change %
+8.23%
% of All Funds
20.01%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
128
Increased
272
Reduced
304
Closed
55
Calls
$90.2M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$120M

Top Buyers

1
JIM
1
Jupiter Investment Management
United Kingdom
$168M
2
Norges Bank
2
Norges Bank
Norway
$360M
3
NI
3
Numeric Investors
Massachusetts
$139M
4
Goldman Sachs
4
Goldman Sachs
New York
$268M
5
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.67B
2
SGA
2
Sustainable Growth Advisers
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$41.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.58B
5
Invesco
5
Invesco
Georgia
$707M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
801
TrueWealth LLC
Georgia
$32K +$32K +327 New
IWP
802
Icon Wealth Partners
Texas
$32K +$32K +328 New
GT
803
Greenleaf Trust
Michigan
$31K +$14K +145 +82%
M
804
MOTCO
Texas
$30K – – –
KTM
805
Keeler Thomas Management
Utah
$30K +$30K +312 New
GAM
806
Gemmer Asset Management
California
$29K – – –
FFC
807
First Financial Corp
Indiana
$29K – – –
TFO
808
Tarbox Family Office
California
$28K – – –
SFSIG
809
San Francisco Sentry Investment Group
California
$28K +$5.25K +54 +23%
MOS
810
MGO One Seven
Ohio
$27K +$27K +272 New
OFW
811
Omnia Family Wealth
Florida
$26K +$18.5K +186 +248%
SWM
812
SeaCrest Wealth Management
New York
$26K +$26K +265 New
ANBT
813
American National Bank & Trust
Texas
$25K -$7.84K -80 -24%
CPIG
814
Chicago Partners Investment Group
Illinois
$25K +$496 +5 +2%
SIC
815
Salem Investment Counselors
North Carolina
$24K – – –
TSW
816
Thompson Siegel & Walmsley
Virginia
$24K – – –
RPG
817
Risk Paradigm Group
Texas
$23.5K – – –
HR
818
Howe & Rusling
New York
$22K -$3.45K -35 -14%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$22K +$1.1K +11 +5%
VNA
820
Valley National Advisers
Pennsylvania
$21K – – –
ADL
821
Asset Dedication LLC
California
$21K – – –
GFP
822
Gryphon Financial Partners
Ohio
$21K +$21K +211 New
QAM
823
QCI Asset Management
New York
$20K – – –
EARNEST Partners
824
EARNEST Partners
Georgia
$20K +$20K +203 New
YWP
825
YorkBridge Wealth Partners
New York
$19K -$21K -200 -52%
31 32
33
34 35