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S&P Global
SPGI

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0% → 85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
–
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
–
Reduced
–
Closed
–
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.79B
3
State Street
State Street
Massachusetts
+$1.21B
4
Morgan Stanley
Morgan Stanley
New York
+$1B
5
Artisan Partners
Artisan Partners
Wisconsin
+$838M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NMERB
251
New Mexico Educational Retirement Board
New Mexico
$3.31M +$3.31M +30,826 New
Teacher Retirement System of Texas
252
Teacher Retirement System of Texas
Texas
$3.29M +$3.29M +30,667 New
LIA
253
LS Investment Advisors
Michigan
$3.27M +$3.27M +30,490 New
Nomura Holdings
254
Nomura Holdings
Japan
$3.26M +$3.25M +30,261 New
ACM
255
Arrow Capital Management
New York
$3.25M +$3.25M +30,327 New
BFO
256
Boston Family Office
Massachusetts
$3.23M +$3.23M +30,095 New
MLIC
257
Mandatum Life Insurance Company
Finland
$3.2M +$3.2M +29,793 New
SAM
258
Shell Asset Management
Netherlands
$3.09M +$3.09M +28,793 New
Jane Street
259
Jane Street
New York
$3.09M +$3.09M +28,785 New
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$3.08M +$3.08M +28,677 New
Rafferty Asset Management
261
Rafferty Asset Management
New York
$3.05M +$3.05M +28,460 New
Brown Advisory
262
Brown Advisory
Maryland
$2.98M +$2.99M +27,823 New
LS
263
Livforsakringsbolaget Skandia
Sweden
$2.88M +$2.88M +26,867 New
Envestnet Asset Management
264
Envestnet Asset Management
Illinois
$2.86M +$2.86M +26,669 New
CCFCSB
265
Cape Cod Five Cents Savings Bank
Massachusetts
$2.84M +$2.84M +26,500 New
AB
266
Amalgamated Bank
New York
$2.84M +$2.53M +23,568 New
SAM
267
Securian Asset Management
Minnesota
$2.81M +$2.81M +26,156 New
DILH
268
Dai-ichi Life Holdings
Japan
$2.73M +$2.73M +25,414 New
KCMRT
269
Kemper Corp Master Retirement Trust
Illinois
$2.68M +$2.68M +25,000 New
PPSG
270
Princeton Portfolio Strategies Group
New Jersey
$2.67M +$2.68M +24,927 New
Franklin Resources
271
Franklin Resources
California
$2.67M +$2.67M +24,858 New
SAM
272
Strategy Asset Managers
California
$2.65M +$2.66M +24,745 New
SCM
273
Stevens Capital Management
Pennsylvania
$2.62M +$2.62M +24,427 New
RBA
274
Richard Bernstein Advisors
New York
$2.58M +$2.58M +24,034 New
IIM
275
Intact Investment Management
Quebec, Canada
$2.56M +$2.56M +23,900 New
9 10
11
12 13

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.