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State Street

898 hedge funds and large institutions have $31B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 285 increasing their positions, 306 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $28B → $31B (+$2.97B)

7% more funds holding

Funds holding: 838898 (+60)

1.65% more ownership

Funds ownership: 90.19%91.84% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

4% less call options, than puts

Call options by funds: $285M | Put options by funds: $298M

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 306

Holders
898
Holders Change
+60
Holders Change %
+7.16%
% of All Funds
13.82%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
133
Increased
285
Reduced
306
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
851
Creative Financial Designs
Indiana
$7K -$2.73K -29 -28%
BFEC
852
Benjamin F. Edwards & Company
Missouri
$7K
M
853
MOTCO
Texas
$7K
BFC
854
Bedel Financial Consulting
Indiana
$6K
ME
855
McIlrath & Eck
Washington
$6K
LWA
856
Lenox Wealth Advisors
New York
$6K +$1.13K +12 +23%
APC
857
Aspire Private Capital
North Carolina
$5K
BIA
858
Bell Investment Advisors
California
$5K
FCB
859
First Command Bank
Texas
$5K
FFA
860
Freedman Financial Associates
Massachusetts
$5K
PMFA
861
Plante Moran Financial Advisors
Michigan
$5K
SN
862
Sittner & Nelson
Oregon
$5K
VCM
863
Versant Capital Management
Arizona
$5K
WWM
864
Wolff Wiese Magana
California
$5K
KFP
865
KB Financial Partners
New Jersey
$5K +$5.47K +58 New
FMP
866
Financial Management Professionals
Texas
$4K -$94 -1 -2%
RFA
867
Reilly Financial Advisors
California
$4K
TFM
868
TFC Financial Management
Massachusetts
$4K
GI
869
Gradient Investments
Minnesota
$4K +$3.77K +40 New
AIC
870
Archer Investment Corporation
Indiana
$3.25K +$3.3K +35 New
APW
871
Acima Private Wealth
Virginia
$3K
ATC
872
Adirondack Trust Company
New York
$3K
BWM
873
Baystate Wealth Management
Massachusetts
$3K +$94 +1 +3%
ZIG
874
Zullo Investment Group
Pennsylvania
$3K +$2.83K +30 New
ANBT
875
American National Bank & Trust
Texas
$3K +$3.3K +35 New

STT Hedge Fund Activity: Q4 2021 in Review

898 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2021, worth a combined $31B — up 11% from $28B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new STT positions and 56 closed out — a net gain of 77 holders — while 285 added to existing stakes and 306 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $928M. The largest seller was Bank of America, cutting an estimated $236M.

  • 898 institutional investors held State Street (STT) as of Q4 2021, up from 838 in Q3 2021.
  • Funds reported $31B of State Street stock for Q4 2021, up 11% quarter-over-quarter.
  • 133 funds opened new State Street positions in Q4 2021 and 56 closed out, a net change of +77 holders.
  • The largest State Street buyer in Q4 2021 was T. Rowe Price Associates, an estimated $928M added.
  • The largest State Street seller in Q4 2021 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2021.