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State Street
STT

Overview Fund Activity

835 hedge funds and large institutions have $26B invested in State Street in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 200 increasing their positions, 340 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
148
Increased
200
Reduced
340
Closed
42
Calls
$96.2M
Puts
$177M
Net Calls
-$81.2M
Net Calls Change
-$61.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.87B
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$206M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$289M
4
Goldman Sachs
4
Goldman Sachs
New York
$263M
5
Dodge & Cox
5
Dodge & Cox
California
$95.9M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.88B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$84.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.42B
4
BlackRock
4
BlackRock
New York
$2.26B
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
801
BDO Wealth Advisors
Florida
$6K – – –
NDSI
802
Newman Dignan & Sheerar Inc
Rhode Island
$5.98K – – –
PMFA
803
Plante Moran Financial Advisors
Michigan
$5K – – –
HGWM
804
Harvest Group Wealth Management
Massachusetts
$5K – – –
ME
805
McIlrath & Eck
Washington
$5K – – –
BFC
806
Bedel Financial Consulting
Indiana
$5K – – –
VCM
807
Versant Capital Management
Arizona
$4K – – –
APC
808
Aspire Private Capital
North Carolina
$4K +$4K +55 New
CHAM
809
Clear Harbor Asset Management
Connecticut
$3.96K +$3.96K +50 New
AIC
810
Ameritas Investment Company
Nebraska
$3K -$7.14K -88 -70%
TAIM
811
TD Ameritrade Investment Management
Nebraska
$3K -$794 -9 -21%
FMP
812
Financial Management Professionals
Texas
$3K – – –
LWM
813
Liberty Wealth Management
California
$3K – – –
IWP
814
IAG Wealth Partners
Wisconsin
$3K +$3K +32 New
FPFS
815
First Personal Financial Services
North Carolina
$2K – – –
LF
816
Lee Financial
Texas
$2K – – –
APW
817
Acima Private Wealth
Virginia
$2K – – –
BWM
818
Baystate Wealth Management
Massachusetts
$2K – – –
CFN
819
Cordasco Financial Network
Florida
$2K – – –
EWA
820
Evolution Wealth Advisors
Florida
$2K +$2K +30 New
WCM
821
Wealthcare Capital Management
Virginia
$2K +$2K +31 New
KFS
822
Kelly Financial Services
Massachusetts
$1.69K – – –
Fidelity International
823
Fidelity International
Bermuda
$1K +$1K +15 New
CCA
824
Column Capital Advisors
Indiana
$1K +$1K +15 New
PW
825
Price Wealth
Texas
$1K +$1K +16 New
31 32
33
34 35