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State Street
STT

Overview Fund Activity

896 hedge funds and large institutions have $30B invested in State Street in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 321 increasing their positions, 330 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
-7
Holders Change %
-0.78%
% of All Funds
20.54%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.14%
New
62
Increased
321
Reduced
330
Closed
62
Calls
$109M
Puts
$175M
Net Calls
-$66.1M
Net Calls Change
-$84.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$712M
2
Prudential Financial
2
Prudential Financial
New Jersey
$137M
3
Millennium Management
3
Millennium Management
New York
$140M
4
CC
4
Carlson Capital
Texas
$40M
5
TA
5
Teachers Advisors
New York
$142M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$253M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$96.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.22B
4
EVM
4
Eaton Vance Management
Massachusetts
$99.3M
5
Man Group
5
Man Group
United Kingdom
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
851
Roble Belko & Company
Pennsylvania
$11K – – –
SWA
852
Sutton Wealth Advisors
Florida
$10.3K – – –
Carson Wealth (CWM LLC)
853
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
PW
854
Price Wealth
Texas
$10K +$6.96K +71 +229%
AIM
855
Anchor Investment Management
South Carolina
$9.31K – – –
DBT
856
Dubuque Bank & Trust
Iowa
$9K -$1.86K -20 -17%
TIM
857
Tortoise Investment Management
New York
$9K – – –
SCM
858
Silvant Capital Management
Georgia
$9K – – –
BFC
859
Bedel Financial Consulting
Indiana
$8K – – –
PFA
860
Pathway Financial Advisors
Vermont
$8K – – –
KTC
861
Kistler-Tiffany Companies
Pennsylvania
$8K +$8K +90 New
OFW
862
Omnia Family Wealth
Florida
$7K – – –
AC
863
Avestar Capital
New York
$7K +$476 +7 +7%
ME
864
McIlrath & Eck
Washington
$6K – – –
PFGIA
865
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
VCM
866
Versant Capital Management
Arizona
$6K – – –
KIG
867
Kessler Investment Group
Indiana
$6K +$6K +63 New
PMFA
868
Plante Moran Financial Advisors
Michigan
$5K -$5.09K -60 -50%
CAPTRUST Financial Advisors
869
CAPTRUST Financial Advisors
North Carolina
$5K -$3K -33 -38%
CCMW
870
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
BWA
871
BDO Wealth Advisors
Florida
$5K +$5K +50 New
WAP
872
Wealthcare Advisory Partners
Pennsylvania
$4K -$615 -6 -13%
FANJ
873
Financial Architects (New Jersey)
New Jersey
$4K +$4K +36 New
CIA
874
CSat Investment Advisory
Michigan
$4K +$4K +47 New
GEA
875
Glen Eagle Advisors
New Jersey
$3.35K -$279 -3 -8%
33 34
35
36 37