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State Street
STT

Overview Fund Activity

903 hedge funds and large institutions have $32.5B invested in State Street in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 279 increasing their positions, 362 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+22
Holders Change %
+2.5%
% of All Funds
20.73%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
83
Increased
279
Reduced
362
Closed
49
Calls
$184M
Puts
$165M
Net Calls
+$18.7M
Net Calls Change
+$146M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$148M
2
EVM
Eaton Vance Management
Massachusetts
+$135M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.7M
4
Capital International Investors
Capital International Investors
California
+$71.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$66.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$116M
3
State Street
State Street
Massachusetts
-$69.5M
4
CP
Coho Partners
Pennsylvania
-$50.2M
5
Ameriprise
Ameriprise
Minnesota
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
851
City Holding Co
West Virginia
$14K – – –
FMII
852
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
AWMS
853
Advocacy Wealth Management Services
Georgia
$13K – – –
FCAG
854
First Capital Advisors Group
New Jersey
$13K +$13K +134 New
SLF
855
Sun Life Financial
Ontario, Canada
$12.3K -$97.8K -9,747 -89%
LA
856
Legacy Advisors
Pennsylvania
$12K -$100K -1,028 -89%
PMFA
857
Plante Moran Financial Advisors
Michigan
$12K – – –
DBT
858
Dubuque Bank & Trust
Iowa
$12K +$3.8K +37 +46%
SWA
859
Sutton Wealth Advisors
Florida
$11.1K – – –
RA
860
Rational Advisors
New York
$11K -$267K -2,593 -96%
RBC
861
Roble Belko & Company
Pennsylvania
$11K – – –
Carson Wealth (CWM LLC)
862
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.48K +44 +69%
TIM
863
Tortoise Investment Management
New York
$10K – – –
GRP
864
Global Retirement Partners
California
$10K +$5.33K +56 +114%
SCM
865
Silvant Capital Management
Georgia
$10K +$10K +101 New
AIM
866
Anchor Investment Management
South Carolina
$9.97K – – –
PFA
867
Pathway Financial Advisors
Vermont
$9K -$1.13K -11 -11%
CAPTRUST Financial Advisors
868
CAPTRUST Financial Advisors
North Carolina
$9K +$6.65K +65 +283%
Acadian Asset Management
869
Acadian Asset Management
Massachusetts
$8K -$1.14M -11,930 -99%
OFW
870
Omnia Family Wealth
Florida
$8K -$19.8K -186 -71%
FAM
871
Fred Alger Management
New York
$8K – – –
BFC
872
Bedel Financial Consulting
Indiana
$8K +$8K +85 New
PFGIA
873
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
AC
874
Avestar Capital
New York
$7K +$4.01K +55 +134%
DWM
875
Destination Wealth Management
California
$7K +$7K +131 New
33 34
35
36 37