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State Street
STT

Overview Fund Activity

745 hedge funds and large institutions have $17.1B invested in State Street in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 226 increasing their positions, 321 reducing their positions, and 151 closing their positions.

Holders
745
Holders Change
-90
Holders Change %
-10.78%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
72
Increased
226
Reduced
321
Closed
151
Calls
$45.8M
Puts
$51.6M
Net Calls
-$5.81M
Net Calls Change
+$75.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$905M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$220M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$138M
4
JIM
4
Jupiter Investment Management
United Kingdom
$50.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.55B

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.06B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.11B
3
OAC
3
OMERS Administration Corp
Ontario, Canada
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$62.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$445K
Name Market Value Shares Shares
Change 		Shares
Change %
PCTC
876
Perkins Coie Trust Company
Washington
$0 4 -496 -99%
MPWT
877
MassMutual Private Wealth & Trust
Connecticut
– – -471 Closed
MAM
878
Magellan Asset Management
Australia
– – -415 Closed
AWMS
879
Advocacy Wealth Management Services
Georgia
– – -369 Closed
RIA
880
Realta Investment Advisors
Delaware
– – -266 Closed
NIM
881
NuWave Investment Management
New Jersey
– – -219 Closed
RA
882
Rational Advisors
New York
– – -219 Closed
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -179 Closed
MCM
884
MV Capital Management
Maryland
– – -175 Closed
CB
885
CNB Bank
Pennsylvania
– – -150 Closed
APC
886
Aspire Private Capital
North Carolina
– – -55 Closed
FMP
887
Financial Management Professionals
Texas
– – -41 Closed
WCM
888
Wealthcare Capital Management
Virginia
– – -31 Closed
EWA
889
Evolution Wealth Advisors
Florida
– – -30 Closed
FPFS
890
First Personal Financial Services
North Carolina
– – -21 Closed
AWM
891
Atticus Wealth Management
Florida
– – -17 Closed
Fidelity International
892
Fidelity International
Bermuda
– – -15 Closed
WQ
893
Wealth Quarterback
New Jersey
– – -7 Closed
LWM
894
Lionsbridge Wealth Management
Florida
– – -7 Closed
LWA
895
Lenox Wealth Advisors
New York
– – -3 Closed
MCA
896
Mendon Capital Advisors
Florida
– – – –
WMSA
897
Weiss Multi-Strategy Advisers
New York
– – – –
CAN
898
Claraphi Advisory Network
United States
– – – –
TSS
899
Two Sigma Securities
New York
– – – –
Group One Trading
900
Group One Trading
Illinois
– – – –
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