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S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
226
SG Americas Securities
New York
$13.8M +$13.6M +65,678 +1,373%
CTA
227
Carillon Tower Advisers
Florida
$13.7M +$753K +3,650 +5%
BVDMP
228
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.7M -$2.27M -11,000 -14%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$13.6M +$7.22M +34,991 +101%
FAF
230
Fjarde Ap-fonden
Sweden
$13.4M -$704K -3,410 -5%
SAM
231
Shell Asset Management
Netherlands
$13.2M -$564K -2,731 -4%
CC
232
Caldera Capital
Texas
$13.2M +$54.5K +264 +0.4%
AIM
233
Alphinity Investment Management
Australia
$12.9M
NP
234
NS Partners
United Kingdom
$12.9M +$675K +3,269 +5%
GIP
235
Granite Investment Partners
California
$12.6M -$321K -1,554 -2%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$12.5M +$1.23M +5,975 +10%
GAM
237
Gotham Asset Management
New York
$12.5M +$2.16M +10,480 +20%
BF
238
BOK Financial
Oklahoma
$12.3M +$527K +2,554 +4%
TCM
239
Twin Capital Management
Pennsylvania
$12.1M +$467K +2,264 +4%
CMI
240
Cider Mill Investments
Connecticut
$11.9M
LC
241
Lunia Capital
Texas
$11.8M -$7.05M -34,156 -36%
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$11.6M +$15.9K +77 +0.1%
DSAM
243
Dock Street Asset Management
Florida
$11.6M +$101K +490 +0.8%
Rafferty Asset Management
244
Rafferty Asset Management
New York
$11.6M -$1.38M -6,696 -10%
WIM
245
Waverton Investment Management
United Kingdom
$11.6M -$713K -3,455 -6%
AIA
246
Avalon Investment & Advisory
Texas
$11.6M -$71.6K -347 -0.6%
Alyeska Investment Group
247
Alyeska Investment Group
Illinois
$11.5M +$9.17M +44,420 +306%
GI
248
GAMCO Investors
Connecticut
$11.5M -$237K -1,150 -2%
IG
249
Ithaka Group
Virginia
$11.4M -$837K -4,057 -7%
WBC
250
Westpac Banking Corp
Australia
$11.2M +$2.15M +10,437 +22%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.