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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
SOADOR
276
State of Alaska Department of Revenue
Alaska
$8.59M -$1.11M -5,743 -12%
First Eagle Investment Management
277
First Eagle Investment Management
New York
$8.42M
PIA
278
Piedmont Investment Advisors
North Carolina
$8.38M +$36.4K +188 +0.5%
LCM
279
Logan Capital Management
Pennsylvania
$8.34M +$100K +517 +1%
CWM
280
CIBC World Markets
New York
$8.22M -$931K -4,809 -11%
Mitsubishi UFJ Asset Management
281
Mitsubishi UFJ Asset Management
Japan
$8.11M +$114K +591 +2%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$8M -$176K -907 -2%
NMIMC
283
Northwestern Mutual Investment Management Company
Wisconsin
$7.95M -$11.2K -58 -0.2%
AB
284
Amalgamated Bank
New York
$7.92M +$129K +666 +2%
MPM
285
Meritage Portfolio Management
Kansas
$7.61M +$379K +1,957 +6%
FPS
286
Fieldpoint Private Securities
Connecticut
$7.5M
TA
287
TRB Advisors
New York
$7.47M +$6.87M +35,500 New
MSA
288
Mason Street Advisors
Wisconsin
$7.47M +$18K +93 +0.3%
HR
289
Howe & Rusling
New York
$7.37M -$2.72M -14,053 -29%
BC
290
Brinker Capital
Pennsylvania
$7.07M +$1.66M +8,556 +34%
DMIC
291
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.06M -$221K -1,139 -3%
MOACM
292
Mutual of America Capital Management
New York
$7M +$76.7K +396 +1%
RI
293
Redwood Investments
Massachusetts
$6.92M
MIFH
294
Migdal Insurance & Financial Holdings
Israel
$6.88M +$1.16K +6 +0%
PNC
295
Park National Corp
Ohio
$6.84M +$1.2M +6,176 +23%
RJFSA
296
Raymond James Financial Services Advisors
Florida
$6.82M +$828K +4,278 +15%
BS
297
Banco Santander
Spain
$6.67M -$2.01M -10,398 -25%
BAMCO Inc
298
BAMCO Inc
New York
$6.5M
EPFB
299
Employees Provident Fund Board
Malaysia
$6.34M -$26.5M -137,077 -82%
CTA
300
Colonial Trust Advisors
South Carolina
$6.33M +$621K +3,206 +12%

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.