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S&P Global
SPGI

Overview Fund Activity

836 hedge funds and large institutions have $36.8B invested in S&P Global in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+82
Holders Change %
+10.88%
% of All Funds
18.99%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
135
Increased
288
Reduced
253
Closed
43
Calls
$179M
Puts
$96M
Net Calls
+$83.2M
Net Calls Change
+$52M

Top Buyers

1
TP
1
Tesuji Partners
New Jersey
$180M
2
NIPH
2
NN Investment Partners Holdings
Netherlands
$157M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$850M
4
TP
4
Third Point
New York
$305M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$186M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$647M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$430M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$146M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$0
5
Ameriprise
5
Ameriprise
Minnesota
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EP Wealth Advisors
California
$10M +$261K +1,538 +3%
RFS
227
Rockefeller Financial Services
New York
$9.91M -$8M -47,200 -45%
GI
228
GAMCO Investors
Connecticut
$9.89M -$207K -1,220 -2%
HIM
229
Hillhouse Investment Management
Cayman Islands
$9.86M – – –
NMIMC
230
Northwestern Mutual Investment Management Company
Wisconsin
$9.76M -$3.9K -23 -0%
DSAM
231
Dock Street Asset Management
Florida
$9.74M +$842K +4,968 +9%
PAM
232
Peak Asset Management
Colorado
$9.61M -$695K -4,105 -7%
Rafferty Asset Management
233
Rafferty Asset Management
New York
$9.55M +$2.25M +13,260 +31%
TCM
234
Twin Capital Management
Pennsylvania
$9.5M +$4.51M +26,640 +90%
Stifel Financial
235
Stifel Financial
Missouri
$9.46M -$420K -2,456 -4%
CFG
236
Citizens Financial Group
Rhode Island
$9.13M +$36.9K +218 +0.4%
SCM
237
Sterling Capital Management
North Carolina
$9.07M +$15.2K +90 +0.2%
ELI
238
Empire Life Investments
Ontario, Canada
$8.95M +$44.2K +261 +0.5%
PE
239
Point72 Europe
United Kingdom
$8.93M +$1.69M +10,000 +23%
Public Sector Pension Investment Board (PSP Investments)
240
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.91M +$6.61M +39,000 +287%
CWM
241
CIBC World Markets
New York
$8.74M -$3.03M -17,878 -26%
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$8.65M +$4.57M +26,999 +112%
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$8.59M -$13.9M -82,296 -62%
HR
244
Howe & Rusling
New York
$8.57M -$2.25M -13,263 -21%
MIFH
245
Migdal Insurance & Financial Holdings
Israel
$8.54M -$3.33M -19,649 -28%
JPMPWA
246
J.P. Morgan Private Wealth Advisors
California
$8.49M +$2.17M +12,822 +34%
RC
247
RBF Capital
California
$8.47M – – –
CEP
248
Chicago Equity Partners
Illinois
$8.43M +$1.02M +6,030 +14%
HNB
249
Huntington National Bank
Ohio
$8.42M +$241K +1,422 +3%
GIP
250
Granite Investment Partners
California
$8.29M +$208K +1,229 +3%
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