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State Street
STT

Overview Fund Activity

834 hedge funds and large institutions have $28B invested in State Street in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 295 increasing their positions, 291 reducing their positions, and 53 closing their positions.

Holders
834
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
14.65%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
67
Increased
295
Reduced
291
Closed
53
Calls
$133M
Puts
$122M
Net Calls
+$10.8M
Net Calls Change
+$12.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Invesco
2
Invesco
Georgia
$629M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.92B
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$342M
5
Ameriprise
5
Ameriprise
Minnesota
$715M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$107M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.19B
3
LP
3
Longview Partners
Guernsey
$773M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$32.9M
5
CBT
5
Capital Bank & Trust
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
801
Capstone Investment Advisors
New York
$6K +$6K +74 New
HF
802
Halpern Financial
Virginia
$5.93K – – –
WWM
803
Wolff Wiese Magana
California
$5K -$1.78K -21 -26%
PMFA
804
Plante Moran Financial Advisors
Michigan
$5K – – –
ME
805
McIlrath & Eck
Washington
$5K – – –
APC
806
Aspire Private Capital
North Carolina
$5K – – –
COCM
807
Charter Oak Capital Management
New Hampshire
$5K – – –
VCM
808
Versant Capital Management
Arizona
$5K +$273 +3 +6%
BIA
809
Bell Investment Advisors
California
$5K +$5K +57 New
FCFS
810
First Command Financial Services
Texas
$5K +$5K +64 New
FCB
811
First Command Bank
Texas
$5K +$5K +64 New
SN
812
Sittner & Nelson
Oregon
$4K – – –
FMP
813
Financial Management Professionals
Texas
$4K – – –
LWA
814
Lenox Wealth Advisors
New York
$4K – – –
FFA
815
Freedman Financial Associates
Massachusetts
$4K – – –
Credit Agricole
816
Credit Agricole
France
$4K – – –
KIG
817
Kowal Investment Group
Wisconsin
$4K +$4K +51 New
RFA
818
Reilly Financial Advisors
California
$3K -$19.7K -250 -87%
APW
819
Acima Private Wealth
Virginia
$3K – – –
ATC
820
Adirondack Trust Company
New York
$3K – – –
LWM
821
Liberty Wealth Management
California
$3K – – –
TFM
822
TFC Financial Management
Massachusetts
$3K – – –
EWA
823
Evolution Wealth Advisors
Florida
$3K – – –
BWM
824
Baystate Wealth Management
Massachusetts
$3K – – –
CWM
825
Cranbrook Wealth Management
Michigan
$3K +$3K +35 New
31 32
33
34 35