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State Street
STT

Overview Fund Activity

870 hedge funds and large institutions have $29.3B invested in State Street in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 308 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
13.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
68
Increased
308
Reduced
298
Closed
81
Calls
$124M
Puts
$64.3M
Net Calls
+$59.6M
Net Calls Change
+$72.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$846M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.2B
3
Invesco
Invesco
Georgia
$867M
4
Ameriprise
Ameriprise
Minnesota
$939M
5
EVM
Eaton Vance Management
Massachusetts
$153M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$914M
2
Wolverine Trading
Wolverine Trading
Illinois
$269K
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$18.6M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$10.7M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
826
Bedel Financial Consulting
Indiana
$6K – – –
WWM
827
Wolff Wiese Magana
California
$6K +$943 +11 +19%
HWM
828
HighMark Wealth Management
Minnesota
$6K +$2.96K +36 +97%
CAC
829
Core Alternative Capital
Georgia
$6K +$4.71K +55 +367%
FCT
830
First Community Trust
Iowa
$6K +$6K +66 New
BHWM
831
Beaird Harris Wealth Management
Texas
$5K -$41.7K -500 -89%
KFP
832
KB Financial Partners
New Jersey
$5K -$577 -6 -10%
VCM
833
Versant Capital Management
Arizona
$5K -$288 -3 -5%
ME
834
McIlrath & Eck
Washington
$5K – – –
APC
835
Aspire Private Capital
North Carolina
$5K – – –
PMFA
836
Plante Moran Financial Advisors
Michigan
$5K – – –
FMP
837
Financial Management Professionals
Texas
$5K +$648 +7 +15%
SN
838
Sittner & Nelson
Oregon
$4K – – –
FFA
839
Freedman Financial Associates
Massachusetts
$4K – – –
DI
840
Disciplined Investments
Oklahoma
$4K +$4K +46 New
GI
841
Gradient Investments
Minnesota
$3K – – –
APW
842
Acima Private Wealth
Virginia
$3K – – –
BWM
843
Baystate Wealth Management
Massachusetts
$3K – – –
ANBT
844
American National Bank & Trust
Texas
$3K – – –
ATC
845
Adirondack Trust Company
New York
$3K – – –
TFM
846
TFC Financial Management
Massachusetts
$3K – – –
ZIG
847
Zullo Investment Group
Pennsylvania
$3K – – –
ACK
848
Andrew C. Karlinski
$3K +$3K +29 New
AWM
849
Atticus Wealth Management
Florida
$3K +$3K +30 New
CI
850
Cordant Inc
Oregon
$3K +$3K +34 New
32 33
34
35 36