State Street
715 hedge funds and large institutions have $25.7B invested in State Street in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 222 increasing their positions, 321 reducing their positions, and 31 closing their positions.
77% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 31
2% more funds holding
Funds holding: 698 → 715 (+17)
0.35% less ownership
Funds ownership: 87.89% → 87.54% (-0.35%)
2% less capital invested
Capital invested by funds: $26.1B → $25.7B (-$470M)
31% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 321
32% less call options, than puts
Call options by funds: $123M | Put options by funds: $181M
36% less funds holding in top 10
Funds holding in top 10: 28 → 18 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$107M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$80.1M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$49.3M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$46.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$178M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$143M |
| 3 |
TFM
Trian Fund Management
New York
|
-$121M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$118M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$111M |
STT Hedge Fund Activity: Q3 2013 in Review
715 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2013, worth a combined $25.7B — down 1.8% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new STT positions and 31 closed out — a net gain of 24 holders — while 222 added to existing stakes and 321 trimmed.
The largest buyer was American Century Companies, adding an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $178M.
- 715 institutional investors held State Street (STT) as of Q3 2013, up from 698 in Q2 2013.
- Funds reported $25.7B of State Street stock for Q3 2013, down 1.8% quarter-over-quarter.
- 55 funds opened new State Street positions in Q3 2013 and 31 closed out, a net change of +24 holders.
- The largest State Street buyer in Q3 2013 was American Century Companies, an estimated $107M added.
- The largest State Street seller in Q3 2013 was Fidelity Investments, an estimated $178M sold.
Based on aggregated 13F filings for Q3 2013.