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S&P Global
SPGI

Overview Fund Activity

622 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+53
Holders Change %
+9.31%
% of All Funds
16.62%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.69%
New
99
Increased
200
Reduced
208
Closed
43
Calls
$94.7M
Puts
$153M
Net Calls
-$58.1M
Net Calls Change
-$78.8M

Top Buyers

1
State Street
State Street
Massachusetts
$1.7B
2
UIM
USS Investment Management
United Kingdom
$153M
3
Citadel Advisors
Citadel Advisors
Florida
$89.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$613M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
GE
General Electric
Ohio
$0
2
Jennison Associates
Jennison Associates
New York
$626M
3
Morgan Stanley
Morgan Stanley
New York
$1.06B
4
ECU
Egerton Capital (UK)
United Kingdom
$632M
5
UBS AM
UBS AM
Illinois
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
226
Zurich Insurance Group
Switzerland
$5.36M -$1.32M -10,424 -20%
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$5.17M +$149K +1,179 +3%
Nomura Holdings
228
Nomura Holdings
Japan
$5.13M +$1.3M +10,239 +34%
PDN
229
Pensionfund DSM Netherlands
Netherlands
$5.13M – – –
First Eagle Investment Management
230
First Eagle Investment Management
New York
$5.06M – – –
HPC
231
HM Payson & Co
Maine
$4.96M -$81.5K -644 -2%
GH
232
GAM Holding
Switzerland
$4.9M -$41.1K -325 -0.8%
WBC
233
Westpac Banking Corp
Australia
$4.85M -$584K -4,614 -11%
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
$4.83M -$245K -1,935 -5%
BWP
235
Baldwin Wealth Partners
Massachusetts
$4.79M +$4.79M +37,813 New
LCM
236
Logan Capital Management
Pennsylvania
$4.64M -$49.9K -394 -1%
MSA
237
Mason Street Advisors
Wisconsin
$4.52M +$9.37K +74 +0.2%
BCM
238
Barometer Capital Management
Ontario, Canada
$4.47M +$4.47M +35,300 New
DADC
239
D.A. Davidson & Co
Montana
$4.36M +$4.31M +34,079 +9,016%
CGH
240
Crossmark Global Holdings
Texas
$4.35M +$4.35M +27,813 New
AP
241
Appleton Partners
Massachusetts
$4.34M +$3.86M +30,540 +807%
Brown Advisory
242
Brown Advisory
Maryland
$4.31M +$784K +6,196 +22%
SB
243
Suntrust Banks
Georgia
$4.3M +$133K +1,053 +3%
CAM
244
Capstone Asset Management
Texas
$4.3M +$162K +1,280 +4%
ESCM
245
Echo Street Capital Management
New York
$4.26M -$13.7M -108,383 -76%
CFM
246
Coronation Fund Managers
South Africa
$4.21M +$4.21M +33,275 New
Janus Henderson Group
247
Janus Henderson Group
United Kingdom
$4.15M – – –
TAM
248
Tocqueville Asset Management
New York
$4.09M -$25.3K -200 -0.6%
EA
249
Emerald Advisers
Pennsylvania
$4.09M – – –
RJFSA
250
Raymond James Financial Services Advisors
Florida
$4.03M -$46.5K -367 -1%
8 9
10
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