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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
SOADOR
276
State of Alaska Department of Revenue
Alaska
$8.77M +$39.4K +191 +0.4%
MSE
277
MUFG Securities EMEA
United Kingdom
$8.76M -$45.5M -220,463 -83%
AAM
278
Advisors Asset Management
Colorado
$8.75M +$1.32M +6,384 +17%
LIC
279
Laurus Investment Counsel
Canada
$8.74M +$95K +460 +1%
NMIMC
280
Northwestern Mutual Investment Management Company
Wisconsin
$8.6M -$849K -4,112 -9%
State of New Jersey Common Pension Fund D
281
State of New Jersey Common Pension Fund D
New Jersey
$8.4M +$1.03M +5,000 +13%
Skandinaviska Enskilda Banken (SEB)
282
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.27M -$392K -1,900 -4%
AP
283
Archon Partners
New Jersey
$8.21M
CWM
284
CIBC World Markets
New York
$8.06M +$364K +1,765 +4%
ZIG
285
Zurich Insurance Group
Switzerland
$8M -$7.36M -35,673 -47%
MSV
286
MN Services Vermogensbeheer
Netherlands
$7.84M
BRC
287
Bishop Rock Capital
New York
$7.84M +$831K +4,027 +11%
MSL
288
Mackay Shields LLC
New York
$7.84M -$483K -2,340 -6%
First Eagle Investment Management
289
First Eagle Investment Management
New York
$7.82M
LCM
290
Logan Capital Management
Pennsylvania
$7.79M -$155K -750 -2%
OAC
291
OMERS Administration Corp
Ontario, Canada
$7.7M +$1.3M +6,300 +19%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$7.68M -$79.9K -387 -1%
Point72 Asset Management
293
Point72 Asset Management
Connecticut
$7.62M +$8.05M +39,000 New
SCM
294
Silvant Capital Management
Georgia
$7.57M -$56.4K -273 -0.7%
Mitsubishi UFJ Asset Management
295
Mitsubishi UFJ Asset Management
Japan
$7.56M +$168K +816 +2%
PIA
296
Piedmont Investment Advisors
North Carolina
$7.46M -$621K -3,010 -7%
AB
297
Amalgamated Bank
New York
$7.43M -$252K -1,219 -3%
FPS
298
Fieldpoint Private Securities
Connecticut
$7.39M -$21.7K -105 -0.3%
OAM
299
Oppenheimer Asset Management
New York
$7.38M -$21.5K -104 -0.3%
MPM
300
Meritage Portfolio Management
Kansas
$7.34M -$34.7K -168 -0.4%

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.