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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 %
PFGIA
851
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +69 New
VCM
852
Versant Capital Management
Arizona
$6K – – –
Carson Wealth (CWM LLC)
853
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.03K +11 +21%
ME
854
McIlrath & Eck
Washington
$6K +$6K +60 New
PW
855
Price Wealth
Texas
$6K +$6K +62 New
GRP
856
Global Retirement Partners
California
$5K +$5K +49 New
CCMW
857
Cypress Capital Management (Wyoming)
Wyoming
$5K +$5K +53 New
SIA
858
Sit Investment Associates
Minnesota
$4K – – –
AF
859
Allworth Financial
California
$4K +$324 +3 +9%
MCM
860
Mainstay Capital Management
Michigan
$4K +$4K +36 New
HFP
861
Holistic Financial Partners
Indiana
$4K +$4K +38 New
WAP
862
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.48K +40 +667%
CIA
863
Cascade Investment Advisors
Oregon
$3.9K – – –
JFGIW
864
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$20.7K -200 -87%
CFN
865
Cordasco Financial Network
Florida
$3K – – –
SQA
866
Simon Quick Advisors
New Jersey
$3K +$3K +25 New
AC
867
Avestar Capital
New York
$3K +$3K +41 New
GEA
868
Glen Eagle Advisors
New Jersey
$2.34K -$98 -1 -4%
WAM
869
Watermark Asset Management
California
$2K – – –
IWM
870
IHT Wealth Management
Illinois
$2K – – –
HFM
871
Hartford Financial Management
Connecticut
$2K – – –
SWMG
872
Signature Wealth Management Group
Georgia
$2K +$2K +16 New
GI
873
Gradient Investments
Minnesota
$2K +$2K +16 New
CAPTRUST Financial Advisors
874
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +23 New
FRA
875
Front Row Advisors
California
$2K +$2K +25 New
33 34
35
36 37