State Street
858 hedge funds and large institutions have $28.2B invested in State Street in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 298 reducing their positions, and 100 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 298
0.54% more ownership
Funds ownership: 88.11% → 88.66% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4% less funds holding
Funds holding: 898 → 858 (-40)
6% less capital invested
Capital invested by funds: $30B → $28.2B (-$1.76B)
33% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 100
59% less call options, than puts
Call options by funds: $81.6M | Put options by funds: $201M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$284M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$243M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$239M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$226M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$161M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$417M |
| 2 |
JP Morgan Chase
New York
|
-$128M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$125M |
| 4 |
Goldman Sachs
New York
|
-$98.4M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$88.9M |
STT Hedge Fund Activity: Q3 2018 in Review
858 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2018, worth a combined $28.2B — down 5.9% from $30B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of STT and 67 opened new positions — a net loss of 33 holders — while 298 trimmed existing stakes and 325 added.
The largest buyer was Longview Partners, adding an estimated $284M. The largest seller was Artisan Partners, cutting an estimated $417M.
- 858 institutional investors held State Street (STT) as of Q3 2018, down from 898 in Q2 2018.
- Funds reported $28.2B of State Street stock for Q3 2018, down 5.9% quarter-over-quarter.
- 67 funds opened new State Street positions in Q3 2018 and 100 closed out, a net change of -33 holders.
- The largest State Street buyer in Q3 2018 was Longview Partners, an estimated $284M added.
- The largest State Street seller in Q3 2018 was Artisan Partners, an estimated $417M sold.
Based on aggregated 13F filings for Q3 2018.