State Street
819 hedge funds and large institutions have $22B invested in State Street in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 264 increasing their positions, 331 reducing their positions, and 122 closing their positions.
0.82% less ownership
Funds ownership: 88.66% → 87.84% (-0.82%)
5% less funds holding
Funds holding: 858 → 819 (-39)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 331
22% less capital invested
Capital invested by funds: $28.2B → $22B (-$6.22B)
24% less call options, than puts
Call options by funds: $108M | Put options by funds: $143M
25% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$345M |
| 2 |
BlackRock
New York
|
+$312M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$247M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$124M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.29B |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$217M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$102M |
| 4 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
-$99.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$78.5M |
STT Hedge Fund Activity: Q4 2018 in Review
819 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2018, worth a combined $22B — down 22% from $28.2B a quarter earlier.
Sellers outnumbered buyers: 122 funds closed out of STT and 91 opened new positions — a net loss of 31 holders — while 331 trimmed existing stakes and 264 added.
The largest buyer was Fidelity Investments, adding an estimated $345M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.29B.
- 819 institutional investors held State Street (STT) as of Q4 2018, down from 858 in Q3 2018.
- Funds reported $22B of State Street stock for Q4 2018, down 22% quarter-over-quarter.
- 91 funds opened new State Street positions in Q4 2018 and 122 closed out, a net change of -31 holders.
- The largest State Street buyer in Q4 2018 was Fidelity Investments, an estimated $345M added.
- The largest State Street seller in Q4 2018 was T. Rowe Price Associates, an estimated $1.29B sold.
Based on aggregated 13F filings for Q4 2018.