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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 %
AIS
826
AlphaOne Investment Services
Pennsylvania
$19K – – –
CCM
827
Cribstone Capital Management
Maine
$19K – – –
CBT
828
Central Bank & Trust
Kentucky
$17K -$14.3K -146 -46%
KF
829
Krilogy Financial
Missouri
$17K – – –
MCM
830
MV Capital Management
Maryland
$17K – – –
MPPLM
831
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15K +$15K +152 New
CHC
832
City Holding Co
West Virginia
$14K – – –
SPI
833
Santori & Peters Inc
Pennsylvania
$14K +$14K +144 New
AWMS
834
Advocacy Wealth Management Services
Georgia
$12K -$22.3K -236 -65%
PMFA
835
Plante Moran Financial Advisors
Michigan
$12K – – –
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.43K +15 +14%
RBC
837
Roble Belko & Company
Pennsylvania
$11K – – –
FPFS
838
First Personal Financial Services
North Carolina
$11K +$6K +60 +120%
WWM
839
Willingdon Wealth Management
North Carolina
$11K +$11K +113 New
SWA
840
Sutton Wealth Advisors
Florida
$10.8K – – –
VFA
841
Virtus Fund Advisers
Connecticut
$10K – – –
TIM
842
Tortoise Investment Management
New York
$10K – – –
PFA
843
Pathway Financial Advisors
Vermont
$10K +$10K +99 New
AIM
844
Anchor Investment Management
South Carolina
$9.76K – – –
KJWM
845
Kiley Juergens Wealth Management
Washington
$9K +$9K +95 New
PHK
846
Point72 Hong Kong
Hong Kong
$9K +$9K +96 New
RPC
847
Rossmore Private Capital
Connecticut
$8.49K +$8.49K +87 New
FAM
848
Fred Alger Management
New York
$8K – – –
DBT
849
Dubuque Bank & Trust
Iowa
$8K – – –
FBT
850
First Bank & Trust
South Dakota
$8K – – –
32 33
34
35 36