State Street
839 hedge funds and large institutions have $26B invested in State Street in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 200 increasing their positions, 341 reducing their positions, and 43 closing their positions.
249% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 43
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
32% more capital invested
Capital invested by funds: $19.6B → $26B (+$6.32B)
13% more funds holding
Funds holding: 745 → 839 (+94)
1.21% more ownership
Funds ownership: 88.99% → 90.2% (+1.2%)
41% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 341
46% less call options, than puts
Call options by funds: $96.2M | Put options by funds: $177M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$623M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
+$184M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$105M |
| 4 |
Goldman Sachs
New York
|
+$90.5M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$85.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$320M |
| 2 |
D.E. Shaw & Co
New York
|
-$165M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$130M |
| 4 |
BlackRock
New York
|
-$126M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$119M |
STT Hedge Fund Activity: Q4 2019 in Review
839 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2019, worth a combined $26B — up 32% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new STT positions and 43 closed out — a net gain of 107 holders — while 200 added to existing stakes and 341 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $623M. The largest seller was Massachusetts Financial Services, cutting an estimated $320M.
- 839 institutional investors held State Street (STT) as of Q4 2019, up from 745 in Q3 2019.
- Funds reported $26B of State Street stock for Q4 2019, up 32% quarter-over-quarter.
- 150 funds opened new State Street positions in Q4 2019 and 43 closed out, a net change of +107 holders.
- The largest State Street buyer in Q4 2019 was T. Rowe Price Associates, an estimated $623M added.
- The largest State Street seller in Q4 2019 was Massachusetts Financial Services, an estimated $320M sold.
Based on aggregated 13F filings for Q4 2019.