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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PE
276
Point72 Europe
United Kingdom
$5.3M -$1.32M -9,500 -21%
MSA
277
Mason Street Advisors
Wisconsin
$5.22M +$9.86K +71 +0.2%
ZIG
278
Zurich Insurance Group
Switzerland
$5.11M -$974K -7,015 -17%
MAM
279
Meeder Asset Management
Ohio
$5.07M +$1.24M +8,932 +35%
BWP
280
Baldwin Wealth Partners
Massachusetts
$5.04M -$37.2K -268 -0.8%
DL
281
Delta Lloyd
Netherlands
$5.01M +$680K +4,897 +17%
HI
282
HBK Investments
Texas
$4.96M +$4.72M +34,000 New
DADC
283
D.A. Davidson & Co
Montana
$4.93M -$91.1K -656 -2%
MYAM
284
Meiji Yasuda Asset Management
Japan
$4.87M +$393K +2,830 +9%
AP
285
Appleton Partners
Massachusetts
$4.85M -$5.55K -40 -0.1%
UCFA
286
United Capital Financial Advisors
Texas
$4.75M +$491K +3,538 +12%
SG Americas Securities
287
SG Americas Securities
New York
$4.71M -$1.28M -9,210 -22%
TAM
288
Tocqueville Asset Management
New York
$4.7M -$13.9K -100 -0.3%
AIMCA
289
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.63M -$319K -2,300 -7%
Bessemer Group
290
Bessemer Group
New Jersey
$4.62M +$137K +990 +3%
MOACM
291
Mutual of America Capital Management
New York
$4.59M +$152K +1,095 +4%
CBT
292
Central Bank & Trust
Kentucky
$4.59M +$4.36M +31,427 New
LCM
293
Laurion Capital Management
New York
$4.57M +$3.4M +24,506 +361%
IG
294
ING Group
Netherlands
$4.5M -$1.98M -14,243 -32%
AB
295
Amalgamated Bank
New York
$4.44M +$1.46M +10,520 +53%
MLIC
296
Mandatum Life Insurance Company
Finland
$4.35M
MIH
297
Madison Investment Holdings
Wisconsin
$4.34M
CC
298
Caldera Capital
Texas
$4.29M -$12.1M -87,020 -75%
PDN
299
Pensionfund DSM Netherlands
Netherlands
$4.28M
BFO
300
Boston Family Office
Massachusetts
$4.26M -$2.08K -15 -0.1%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.