SPGI icon

S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$199M
3
ECU
Egerton Capital (UK)
United Kingdom
$625M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.09B
5
Goldman Sachs
Goldman Sachs
New York
$405M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$714M
2
Morgan Stanley
Morgan Stanley
New York
$465M
3
State Street
State Street
Massachusetts
$2.21B
4
IFP
Independent Franchise Partners
United Kingdom
$614M
5
Citadel Advisors
Citadel Advisors
Florida
$6.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
226
Rafferty Asset Management
New York
$12.4M +$1.62M +8,498 +15%
PIA
227
Piedmont Investment Advisors
North Carolina
$12.4M -$3.25M -17,023 -21%
TAM
228
Tocqueville Asset Management
New York
$12.4M +$10.7M +56,045 +648%
ZIG
229
Zurich Insurance Group
Switzerland
$12.3M +$3.76M +19,677 +44%
MC
230
Maverick Capital
Texas
$12.3M +$2.96M +15,470 +32%
GI
231
GAMCO Investors
Connecticut
$12.1M +$927K +4,850 +8%
IG
232
Ithaka Group
Virginia
$12.1M -$340K -1,779 -3%
QIM
233
Quest Investment Management
Oregon
$12.1M -$2.57M -13,426 -18%
NP
234
NS Partners
United Kingdom
$12M +$71.6K +375 +0.6%
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$11.7M +$171K +896 +1%
XK
236
Xact Kapitalforvaltning
Sweden
$11.7M -$6.88K -36 -0.1%
AIA
237
Avalon Investment & Advisory
Texas
$11.7M -$93.4K -489 -0.8%
CMI
238
Cider Mill Investments
Connecticut
$11.7M -$4.43M -23,200 -28%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$11.6M +$8.59M +44,934 +285%
SEC
240
Seven Eight Capital
New York
$11.4M +$9.99M +52,300 +726%
DCM
241
Decatur Capital Management
Georgia
$11.4M -$337K -1,765 -3%
DSAM
242
Dock Street Asset Management
Florida
$11.2M +$225K +1,177 +2%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$11.2M +$11.2M +58,480 New
EWA
244
EP Wealth Advisors
California
$11.2M -$124K -648 -1%
HIMCH
245
Hartford Investment Management Co (HIMCO)
Connecticut
$10.9M -$870K -4,556 -7%
WBC
246
Westpac Banking Corp
Australia
$10.8M +$2.06M +10,804 +24%
CC
247
Caldera Capital
Texas
$10.6M +$7.73M +40,485 +271%
OAM
248
Oxford Asset Management
United Kingdom
$10.5M -$4.1M -21,438 -28%
PAM
249
Peak Asset Management
Colorado
$10.3M -$556K -2,912 -5%
TCM
250
Twin Capital Management
Pennsylvania
$10.2M -$474K -2,480 -4%
8 9
10
11 12