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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
226
Northwestern Mutual Investment Management Company
Wisconsin
$9.01M -$240K -1,537 -3%
EWA
227
EP Wealth Advisors
California
$9M +$308K +1,970 +4%
N
228
Natixis
France
$8.89M +$976K +6,244 +12%
PIA
229
Piedmont Investment Advisors
North Carolina
$8.7M +$80K +512 +0.9%
CMI
230
Cider Mill Investments
Connecticut
$8.43M – – –
CFG
231
Citizens Financial Group
Rhode Island
$8.39M -$285K -1,823 -3%
SCM
232
Sterling Capital Management
North Carolina
$8.36M -$2.01M -12,854 -19%
ELI
233
Empire Life Investments
Ontario, Canada
$8.21M -$2.73M -17,444 -25%
DSAM
234
Dock Street Asset Management
Florida
$8.21M -$87.8K -562 -1%
B
235
Barings
North Carolina
$7.97M -$2.02M -12,950 -20%
RC
236
RBF Capital
California
$7.82M – – –
HCMT
237
Highland Capital Management (Texas)
Texas
$7.58M +$547K +3,500 +8%
HNB
238
Huntington National Bank
Ohio
$7.55M +$7.55M +48,313 New
GIP
239
Granite Investment Partners
California
$7.46M +$6.63M +42,419 +802%
Assenagon Asset Management
240
Assenagon Asset Management
Luxembourg
$7.43M +$7.43M +47,509 New
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$7.41M -$2.12M -13,551 -22%
URS
242
Utah Retirement Systems
Utah
$7.38M – – –
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$7.38M -$508K -3,248 -6%
EIM
244
ExxonMobil Investment Management
Texas
$7.34M -$401K -2,565 -5%
SCM
245
Stevens Capital Management
Pennsylvania
$7.29M -$4.09M -26,162 -36%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$7.01M +$101K +647 +1%
CEP
247
Chicago Equity Partners
Illinois
$6.84M -$3.25M -20,775 -32%
VFA
248
Virtus Fund Advisers
Connecticut
$6.76M -$928K -5,935 -12%
CCM
249
Crestwood Capital Management
New York
$6.75M – – –
Rafferty Asset Management
250
Rafferty Asset Management
New York
$6.74M +$755K +4,829 +13%
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