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State Street
STT

Overview Fund Activity

817 hedge funds and large institutions have $20.9B invested in State Street in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-39
Holders Change %
-4.56%
% of All Funds
18.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
91
Increased
263
Reduced
331
Closed
122
Calls
$108M
Puts
$143M
Net Calls
-$34.8M
Net Calls Change
+$84.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
BlackRock
BlackRock
New York
$1.71B
3
Capital International Investors
Capital International Investors
California
$745M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
5
Citadel Advisors
Citadel Advisors
Florida
$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
VVP
Vulcan Value Partners
Alabama
$293M
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
AL
Appaloosa LP
New Jersey
$0
5
Deutsche Bank
Deutsche Bank
Germany
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
801
Hartford Financial Management
Connecticut
$2K – – –
AF
802
Allworth Financial
California
$2K – – –
CFN
803
Cordasco Financial Network
Florida
$2K – – –
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
EWM
805
Executive Wealth Management
Michigan
$2K +$2K +21 New
EWA
806
ERTS Wealth Advisors
Michigan
$2K +$2K +28 New
APW
807
Acima Private Wealth
Virginia
$2K +$2K +30 New
CFA
808
Clarfeld Financial Advisors
New York
$2K +$2K +34 New
NIM
809
NuWave Investment Management
New Jersey
$1K -$353K -5,294 -100%
RA
810
Rational Advisors
New York
$1K -$59.9K -898 -98%
JGIA
811
Jackson Grant Investment Advisers
Connecticut
$1K -$48.3K -483 -98%
SIS
812
Sound Income Strategies
Florida
$1K – – –
WAM
813
Watermark Asset Management
California
$1K – – –
GWS
814
Glassman Wealth Services
Virginia
$1K +$667 +8 +200%
FGC
815
Financial Gravity Companies
Texas
$1K +$1K +9 New
RFM
816
Royal Fund Management
Florida
$1K +$1K +23 New
NDSI
817
Newman Dignan & Sheerar Inc
Rhode Island
$476 – – –
JIM
818
Jupiter Investment Management
United Kingdom
– -$102M -1,212,115 Closed
AL
819
Appaloosa LP
New Jersey
– -$99.3M -1,185,823 Closed
Artisan Partners
820
Artisan Partners
Wisconsin
– -$54.1M -645,968 Closed
SIG
821
Senator Investment Group
New York
– -$41.9M -500,000 Closed
MWNA
822
Marshall Wace North America
New York
– -$30.6M -365,638 Closed
TAM
823
Todd Asset Management
Kentucky
– -$29.4M -350,343 Closed
YCMGA
824
York Capital Management Global Advisors
New York
– -$24.9M -297,576 Closed
BCM
825
Basswood Capital Management
New York
– -$18.5M -221,251 Closed
31 32
33
34 35