State Street
819 hedge funds and large institutions have $23.7B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 311 reducing their positions, and 59 closing their positions.
117% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 59
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
22% more capital invested
Capital invested by funds: $19.5B → $23.7B (+$4.24B)
8% more funds holding
Funds holding: 760 → 819 (+59)
0.78% less ownership
Funds ownership: 93.09% → 92.31% (-0.78%)
26% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 311
31% less call options, than puts
Call options by funds: $63.6M | Put options by funds: $91.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$122M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$100M |
| 3 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$41.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$39.1M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$213M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$116M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$85.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$77.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$50M |
STT Hedge Fund Activity: Q4 2020 in Review
819 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2020, worth a combined $23.7B — up 22% from $19.5B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new STT positions and 59 closed out — a net gain of 69 holders — while 231 added to existing stakes and 311 trimmed.
The largest buyer was Ameriprise, adding an estimated $122M. The largest seller was Longview Partners, cutting an estimated $213M.
- 819 institutional investors held State Street (STT) as of Q4 2020, up from 760 in Q3 2020.
- Funds reported $23.7B of State Street stock for Q4 2020, up 22% quarter-over-quarter.
- 128 funds opened new State Street positions in Q4 2020 and 59 closed out, a net change of +69 holders.
- The largest State Street buyer in Q4 2020 was Ameriprise, an estimated $122M added.
- The largest State Street seller in Q4 2020 was Longview Partners, an estimated $213M sold.
Based on aggregated 13F filings for Q4 2020.