State Street
788 hedge funds and large institutions have $26.4B invested in State Street in 2016 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 244 increasing their positions, 289 reducing their positions, and 40 closing their positions.
188% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 40
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
13% more capital invested
Capital invested by funds: $23.4B → $26.4B (+$3.02B)
9% more funds holding
Funds holding: 724 → 788 (+64)
1.94% more ownership
Funds ownership: 86.09% → 88.03% (+1.9%)
7% less call options, than puts
Call options by funds: $178M | Put options by funds: $192M
16% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 289
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$198M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$166M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$149M |
| 4 |
State Street
Boston,
Massachusetts
|
+$84M |
| 5 |
Bank of New York Mellon
New York
|
+$57.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$593M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$247M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$47.2M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$44.4M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$41.4M |
STT Hedge Fund Activity: Q4 2016 in Review
788 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2016, worth a combined $26.4B — up 13% from $23.4B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new STT positions and 40 closed out — a net gain of 75 holders — while 244 added to existing stakes and 289 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $198M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $593M.
- 788 institutional investors held State Street (STT) as of Q4 2016, up from 724 in Q3 2016.
- Funds reported $26.4B of State Street stock for Q4 2016, up 13% quarter-over-quarter.
- 115 funds opened new State Street positions in Q4 2016 and 40 closed out, a net change of +75 holders.
- The largest State Street buyer in Q4 2016 was Goldman Sachs, an estimated $198M added.
- The largest State Street seller in Q4 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $593M sold.
Based on aggregated 13F filings for Q4 2016.