STT icon

State Street
STT

Overview Fund Activity

903 hedge funds and large institutions have $32.5B invested in State Street in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 279 increasing their positions, 362 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+22
Holders Change %
+2.5%
% of All Funds
20.73%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
83
Increased
279
Reduced
362
Closed
49
Calls
$184M
Puts
$165M
Net Calls
+$18.7M
Net Calls Change
+$146M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$148M
2
EVM
Eaton Vance Management
Massachusetts
+$135M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.7M
4
Capital International Investors
Capital International Investors
California
+$71.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$66.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$116M
3
State Street
State Street
Massachusetts
-$69.5M
4
CP
Coho Partners
Pennsylvania
-$50.2M
5
Ameriprise
Ameriprise
Minnesota
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
801
Jackson Grant Investment Advisers
Connecticut
$49K +$200 +2 +0.4%
HI
802
Hudock Inc
Pennsylvania
$48K – – –
TWA
803
TCI Wealth Advisors
Arizona
$48K – – –
MWM
804
Mascoma Wealth Management
New Hampshire
$48K – – –
WA
805
WealthTrust-Arizona
Arizona
$46K – – –
RE
806
RBC Europe
United Kingdom
$45.1K -$137K -1,371 -75%
VIA
807
Vantage Investment Advisors
Pennsylvania
$44K – – –
WPW
808
Winthrop Partners - WNY
New York
$43.5K +$43.5K +443 New
ARMC
809
American Research & Management Company
Massachusetts
$42K -$27.2K -275 -39%
SGAM
810
Smith Group Asset Management
Texas
$39K -$1K -10 -3%
RFA
811
Reilly Financial Advisors
California
$38K -$5.57K -56 -13%
BC
812
Bartlett & Co
Ohio
$37K +$1.11K +11 +3%
SWM
813
SeaCrest Wealth Management
New York
$37K +$10.9K +111 +42%
BCWM
814
Bartlett & Co Wealth Management
Ohio
$36.7K +$36.7K +366 New
KA
815
Kaizen Advisory
Illinois
$36K – – –
JWA
816
JFS Wealth Advisors
Pennsylvania
$32K -$2.56K -26 -7%
PA
817
Perennial Advisors
New York
$32K – – –
NIM
818
NuWave Investment Management
New Jersey
$31K -$77.6K -778 -71%
AWM
819
AllSquare Wealth Management
New York
$31K +$31K +306 New
GAM
820
Gemmer Asset Management
California
$30K – – –
FFC
821
First Financial Corp
Indiana
$30K – – –
CPIG
822
Chicago Partners Investment Group
Illinois
$30K +$4.8K +48 +19%
TFO
823
Tarbox Family Office
California
$28K – – –
MOS
824
MGO One Seven
Ohio
$27K – – –
AIS
825
AlphaOne Investment Services
Pennsylvania
$27K +$8.08K +82 +43%
31 32
33
34 35