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State Street
STT

Overview Fund Activity

835 hedge funds and large institutions have $26B invested in State Street in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 200 increasing their positions, 340 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
148
Increased
200
Reduced
340
Closed
42
Calls
$96.2M
Puts
$177M
Net Calls
-$81.2M
Net Calls Change
-$61.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.87B
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$206M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$289M
4
Goldman Sachs
4
Goldman Sachs
New York
$263M
5
Dodge & Cox
5
Dodge & Cox
California
$95.9M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.88B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$84.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.42B
4
BlackRock
4
BlackRock
New York
$2.26B
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
851
New England Research & Management
Illinois
– -$363K -6,130 Closed
FMW
852
Farr Miller & Washington
District of Columbia
– -$346K -5,853 Closed
AWM
853
Alterna Wealth Management
Texas
– -$293K -4,948 Closed
NAM
854
North American Management
Massachusetts
– -$280K -4,731 Closed
FAM
855
Flaharty Asset Management
Florida
– -$275K -4,644 Closed
CI
856
Capital International
California
– -$236K -3,995 Closed
DTL
857
Dynamic Technology Lab
Singapore
– -$222K -3,748 Closed
MS
858
Mizuho Securities
Japan
– -$118K -2,000 Closed
SWP
859
Strategic Wealth Partners
Ohio
– -$113 -1,993 Closed
CIAS
860
Capital Investment Advisory Services
North Carolina
– -$110K -1,863 Closed
AP
861
Advisors Preferred
Maryland
– -$97K -1,632 Closed
CAPTRUST Financial Advisors
862
CAPTRUST Financial Advisors
North Carolina
– -$85K -1,418 Closed
CG
863
Cutler Group
California
– -$23K -395 Closed
NCM
864
Nelson Capital Management
California
– -$21K -350 Closed
VEA
865
Virtus ETF Advisers
New York
– -$15K -256 Closed
PFO
866
Pathstone Family Office
New Jersey
– -$16K -248 Closed
GSWM
867
Golden State Wealth Management
California
– -$5K -90 Closed
ED
868
Exane Derivatives
France
– -$1.48K -25 Closed
GWAG
869
Garrett Wealth Advisory Group
Texas
– -$1.42K -24 Closed
AA
870
Advisory Alpha
Michigan
– -$1K -18 Closed
KWA
871
KCS Wealth Advisory
California
– -$1.01K -17 Closed
WA
872
WestEnd Advisors
North Carolina
– -$828 -14 Closed
WWM
873
Willingdon Wealth Management
North Carolina
– -$1K -12 Closed
31 32 33 34
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