State Street
883 hedge funds and large institutions have $31.8B invested in State Street in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 273 increasing their positions, 304 reducing their positions, and 55 closing their positions.
135% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 55
8% more funds holding
Funds holding: 815 → 883 (+68)
1% more capital invested
Capital invested by funds: $31.5B → $31.8B (+$284M)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.34% less ownership
Funds ownership: 88.1% → 87.76% (-0.34%)
10% less repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 304
59% less call options, than puts
Call options by funds: $90.2M | Put options by funds: $219M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$117M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$95.7M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$78.6M |
| 4 |
Goldman Sachs
New York
|
+$74.2M |
| 5 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$59.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$411M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$164M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$82M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$78.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$62.4M |
STT Hedge Fund Activity: Q4 2017 in Review
883 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2017, worth a combined $31.8B — up 0.9% from $31.5B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new STT positions and 55 closed out — a net gain of 74 holders — while 273 added to existing stakes and 304 trimmed.
The largest buyer was Jupiter Investment Management, adding an estimated $117M. The largest seller was T. Rowe Price Associates, cutting an estimated $411M.
- 883 institutional investors held State Street (STT) as of Q4 2017, up from 815 in Q3 2017.
- Funds reported $31.8B of State Street stock for Q4 2017, up 0.9% quarter-over-quarter.
- 129 funds opened new State Street positions in Q4 2017 and 55 closed out, a net change of +74 holders.
- The largest State Street buyer in Q4 2017 was Jupiter Investment Management, an estimated $117M added.
- The largest State Street seller in Q4 2017 was T. Rowe Price Associates, an estimated $411M sold.
Based on aggregated 13F filings for Q4 2017.