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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
226
Boston Partners
Massachusetts
$13.7M -$12.4M -64,233 -50%
BIM
227
Bridges Investment Management
Nebraska
$13.7M +$640K +3,303 +5%
ZIG
228
Zurich Insurance Group
Switzerland
$13.3M +$68.6K +354 +0.6%
TPM
229
Totem Point Management
New York
$12.9M +$6.68M +34,506 +128%
Comerica Bank
230
Comerica Bank
Texas
$12.8M -$381K -1,968 -3%
EWA
231
EP Wealth Advisors
California
$12.7M +$201K +1,037 +2%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$12.6M +$34.9K +180 +0.3%
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$12.6M +$230K +1,189 +2%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$12.4M +$61.2K +316 +0.5%
PAM
235
Peak Asset Management
Colorado
$12.1M -$120K -619 -1%
DSAM
236
Dock Street Asset Management
Florida
$12.1M -$597K -3,081 -5%
MAM
237
Martingale Asset Management
Massachusetts
$11.9M -$5.18M -26,729 -32%
MSE
238
MUFG Securities EMEA
United Kingdom
$11.9M +$3.82M +19,725 +54%
IG
239
Ithaka Group
Virginia
$11.7M -$275K -1,419 -2%
DADC
240
D.A. Davidson & Co
Montana
$11.7M +$316K +1,634 +3%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$11.6M -$1.03M -5,338 -9%
Brown Advisory
242
Brown Advisory
Maryland
$11.6M +$4.86M +25,082 +84%
XK
243
Xact Kapitalforvaltning
Sweden
$11.3M +$523K +2,702 +5%
CC
244
Caldera Capital
Texas
$11.2M -$4.53M -23,377 -31%
LCM
245
Lucha Capital Management
California
$11.1M -$3.64M -18,777 -26%
CPH
246
C Partners Holding
Switzerland
$11M
SCP
247
Steamboat Capital Partners
New York
$11M +$104K +536 +1%
GI
248
GAMCO Investors
Connecticut
$10.8M -$281K -1,450 -3%
JMPWA
249
JP Morgan Private Wealth Advisors
California
$10.6M +$3.15M +16,279 +48%
Rafferty Asset Management
250
Rafferty Asset Management
New York
$10.6M +$1.27M +6,555 +15%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.