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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMCO Investors
Connecticut
$8.86M -$27.8K -200 -0.3%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$8.65M +$26.9K +194 +0.3%
NMIMC
228
Northwestern Mutual Investment Management Company
Wisconsin
$8.64M +$962K +6,925 +13%
Alyeska Investment Group
229
Alyeska Investment Group
Illinois
$8.54M -$142M -1,021,857 -95%
SI
230
Sentry Investments
Ontario, Canada
$8.53M +$8.11M +58,399 New
HIM
231
Hillhouse Investment Management
Cayman Islands
$8.49M
XK
232
Xact Kapitalforvaltning
Sweden
$8.43M +$1.46M +10,526 +22%
EWA
233
EP Wealth Advisors
California
$8.12M +$309K +2,224 +4%
CFG
234
Citizens Financial Group
Rhode Island
$8.11M -$263K -1,895 -3%
PIA
235
Piedmont Investment Advisors
North Carolina
$8.05M -$111K -797 -1%
RJA
236
Raymond James & Associates
Florida
$8.03M -$1.4M -10,095 -16%
CMI
237
Cider Mill Investments
Connecticut
$7.87M
DSAM
238
Dock Street Asset Management
Florida
$7.75M +$1.91M +13,763 +35%
OAM
239
Oxford Asset Management
United Kingdom
$7.72M +$5.45M +39,242 +288%
Stifel Financial
240
Stifel Financial
Missouri
$7.71M -$1.04M -7,509 -12%
Parallax Volatility Advisers
241
Parallax Volatility Advisers
California
$7.65M +$7.28M +52,396 New
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$7.51M +$433K +3,115 +6%
N
243
Natixis
France
$7.39M +$6.6M +47,523 +1,525%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$7.37M -$34.9K -251 -0.5%
VFA
245
Virtus Fund Advisers
Connecticut
$7.31M +$52.1K +375 +0.8%
RC
246
RBF Capital
California
$7.3M
BRC
247
Bishop Rock Capital
New York
$7.24M -$1.82M -13,076 -21%
EIM
248
ExxonMobil Investment Management
Texas
$7.23M -$1.09M -7,885 -14%
AP
249
AHL Partners
United Kingdom
$7.04M +$3.26M +23,460 +95%
URS
250
Utah Retirement Systems
Utah
$6.9M -$153K -1,100 -2%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.