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State Street
STT

Overview Fund Activity

817 hedge funds and large institutions have $20.9B invested in State Street in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
-39
Holders Change %
-4.56%
% of All Funds
18.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
91
Increased
263
Reduced
331
Closed
122
Calls
$108M
Puts
$143M
Net Calls
-$34.8M
Net Calls Change
+$84.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
2
BlackRock
BlackRock
New York
$1.71B
3
Capital International Investors
Capital International Investors
California
$745M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
5
Citadel Advisors
Citadel Advisors
Florida
$178M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$691M
2
VVP
Vulcan Value Partners
Alabama
$293M
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
AL
Appaloosa LP
New Jersey
$0
5
Deutsche Bank
Deutsche Bank
Germany
$98M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCG
901
McCollum Christoferson Group
New York
– -$239K -2,855 Closed
RWP
902
RWA Wealth Partners
Massachusetts
– -$237K -2,826 Closed
BCB
903
Brian C. Broderick
– -$237K -2,823 Closed
TCOO
904
Trust Company of Oklahoma
Oklahoma
– -$235K -2,800 Closed
FCBT
905
First Citizens Bank & Trust
North Carolina
– -$227K -2,708 Closed
JWBC
906
J.W. Burns & Co
New York
– -$226K -2,700 Closed
TPWA
907
TRUE Private Wealth Advisors
Oregon
– -$227K -2,697 Closed
KFC
908
Klingenstein Fields & Co
New York
– -$223K -2,662 Closed
CL
909
CPWM LLC
Washington
– -$223K -2,661 Closed
FIM
910
Frontier Investment Management
Texas
– -$221K -2,638 Closed
GWCM
911
Godshalk Welsh Capital Management
Pennsylvania
– -$218K -2,600 Closed
GCP
912
GSA Capital Partners
United Kingdom
– -$218K -2,599 Closed
Fiera Capital (Canada)
913
Fiera Capital (Canada)
Quebec, Canada
– -$207K -2,471 Closed
LFAS
914
Level Four Advisory Services
Texas
– -$206K -2,453 Closed
WSTAM
915
Wilbanks Smith & Thomas Asset Management
Virginia
– -$132K -1,575 Closed
TFS
916
TrustCore Financial Services
Tennessee
– -$123K -1,463 Closed
CI Investments Inc
917
CI Investments Inc
Ontario, Canada
– -$101K -1,200 Closed
AA
918
Ancora Advisors
Ohio
– -$86K -1,030 Closed
APP
919
Avantax Planning Partners
Iowa
– -$60K -716 Closed
CPIG
920
Chicago Partners Investment Group
Illinois
– -$37K -550 Closed
MPIA
921
Mountain Pacific Investment Advisers
Idaho
– -$43K -510 Closed
ZB
922
Zions Bancorporation
Utah
– -$38K -457 Closed
EA
923
Elm Advisors
California
– -$27K -325 Closed
GP
924
Girard Partners
Pennsylvania
– -$27K -325 Closed
TG
925
TLP Group
Illinois
– -$25K -296 Closed
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