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State Street
STT

Overview Fund Activity

856 hedge funds and large institutions have $28.2B invested in State Street in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 324 increasing their positions, 298 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-40
Holders Change %
-4.46%
% of All Funds
19.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
67
Increased
324
Reduced
298
Closed
100
Calls
$81.6M
Puts
$201M
Net Calls
-$119M
Net Calls Change
-$53.3M

Top Buyers

1
LP
1
Longview Partners
Guernsey
$939M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$418M
3
VVP
3
Vulcan Value Partners
Alabama
$643M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.43B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.34B

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$54.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$193M
3
JIM
3
Jupiter Investment Management
United Kingdom
$102M
4
Goldman Sachs
4
Goldman Sachs
New York
$134M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
826
Bedel Financial Consulting
Indiana
$6K – – –
CIA
827
CSat Investment Advisory
Michigan
$6K +$2.14K +26 +55%
CFD
828
Creative Financial Designs
Indiana
$6K +$4.64K +51 +340%
VCM
829
Versant Capital Management
Arizona
$5K -$833 -10 -14%
ME
830
McIlrath & Eck
Washington
$5K – – –
PMFA
831
Plante Moran Financial Advisors
Michigan
$5K – – –
WC
832
Whitney & Co
New York
$5K +$5K +69 New
BWA
833
BDO Wealth Advisors
Florida
$4K – – –
CCMW
834
Cypress Capital Management (Wyoming)
Wyoming
$4K – – –
TAIM
835
TD Ameritrade Investment Management
Nebraska
$4K +$1.22K +14 +44%
JFGIW
836
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$1.53K +18 +62%
ACM
837
Advent Capital Management
New York
$4K +$4K +46 New
WWM
838
Willingdon Wealth Management
North Carolina
$4K +$4K +52 New
AF
839
Allworth Financial
California
$3K – – –
WAP
840
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
Carson Wealth (CWM LLC)
841
Carson Wealth (CWM LLC)
Nebraska
$2K -$6K -81 -75%
AC
842
Avestar Capital
New York
$2K -$4.65K -72 -70%
FANJ
843
Financial Architects (New Jersey)
New Jersey
$2K -$1.79K -17 -47%
WAM
844
Watermark Asset Management
California
$2K – – –
CFN
845
Cordasco Financial Network
Florida
$2K – – –
SQA
846
Simon Quick Advisors
New Jersey
$2K – – –
MCM
847
Mainstay Capital Management
Michigan
$2K – – –
HFM
848
Hartford Financial Management
Connecticut
$2K – – –
WAM
849
Wakefield Asset Management
Colorado
$2K +$2K +18 New
FGAM
850
Financial Gravity Asset Management
Texas
$1K -$210K -1,890 -100%
32 33
34
35 36