State Street
815 hedge funds and large institutions have $31.5B invested in State Street in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 267 increasing their positions, 301 reducing their positions, and 51 closing their positions.
45% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 51
6% more capital invested
Capital invested by funds: $29.6B → $31.5B (+$1.91B)
2% more funds holding
Funds holding: 799 → 815 (+16)
0.5% more ownership
Funds ownership: 87.6% → 88.1% (+0.5%)
4% less call options, than puts
Call options by funds: $193M | Put options by funds: $200M
11% less repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 301
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$208M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$129M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$112M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$84.7M |
| 5 |
BlackRock
New York
|
+$76.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$278M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$229M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$163M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$128M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$108M |
STT Hedge Fund Activity: Q3 2017 in Review
815 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2017, worth a combined $31.5B — up 6.4% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new STT positions and 51 closed out — a net gain of 23 holders — while 267 added to existing stakes and 301 trimmed.
The largest buyer was Capital International Investors, adding an estimated $208M. The largest seller was Fidelity Investments, cutting an estimated $278M.
- 815 institutional investors held State Street (STT) as of Q3 2017, up from 799 in Q2 2017.
- Funds reported $31.5B of State Street stock for Q3 2017, up 6.4% quarter-over-quarter.
- 74 funds opened new State Street positions in Q3 2017 and 51 closed out, a net change of +23 holders.
- The largest State Street buyer in Q3 2017 was Capital International Investors, an estimated $208M added.
- The largest State Street seller in Q3 2017 was Fidelity Investments, an estimated $278M sold.
Based on aggregated 13F filings for Q3 2017.