State Street
760 hedge funds and large institutions have $19.5B invested in State Street in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 237 increasing their positions, 299 reducing their positions, and 82 closing their positions.
0.98% more ownership
Funds ownership: 92.11% → 93.09% (+0.98%)
2% less funds holding
Funds holding: 778 → 760 (-18)
5% less capital invested
Capital invested by funds: $20.6B → $19.5B (-$1.12B)
13% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 82
21% less repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 299
28% less call options, than puts
Call options by funds: $44.5M | Put options by funds: $61.5M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$337M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$308M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$151M |
| 4 |
JP Morgan Chase
New York
|
+$108M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$67.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$338M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$120M |
| 3 |
Bank of New York Mellon
New York
|
-$85.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$59.6M |
STT Hedge Fund Activity: Q3 2020 in Review
760 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2020, worth a combined $19.5B — down 5.4% from $20.6B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of STT and 71 opened new positions — a net loss of 11 holders — while 299 trimmed existing stakes and 237 added.
The largest buyer was Capital International Investors, adding an estimated $337M. The largest seller was Massachusetts Financial Services, cutting an estimated $338M.
- 760 institutional investors held State Street (STT) as of Q3 2020, down from 778 in Q2 2020.
- Funds reported $19.5B of State Street stock for Q3 2020, down 5.4% quarter-over-quarter.
- 71 funds opened new State Street positions in Q3 2020 and 82 closed out, a net change of -11 holders.
- The largest State Street buyer in Q3 2020 was Capital International Investors, an estimated $337M added.
- The largest State Street seller in Q3 2020 was Massachusetts Financial Services, an estimated $338M sold.
Based on aggregated 13F filings for Q3 2020.