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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
Dodge & Cox
301
Dodge & Cox
California
$1.95M +$1.95M +18,171 New
KeyBank National Association
302
KeyBank National Association
Ohio
$1.95M +$1.95M +18,163 New
ERSOT
303
Employees Retirement System of Texas
Texas
$1.93M +$1.93M +18,000 New
CIM
304
Calvert Investment Management
Maryland
$1.93M +$1.93M +17,966 New
DI
305
Diligent Investors
California
$1.93M +$1.93M +17,952 New
1832 Asset Management
306
1832 Asset Management
Ontario, Canada
$1.87M +$1.86M +17,296 New
LSERS
307
Louisiana State Employees Retirement System
Louisiana
$1.87M +$1.87M +17,400 New
SFM
308
Signature Financial Management
Virginia
$1.84M +$1.85M +17,201 New
ZCM
309
Zebra Capital Management
Connecticut
$1.84M +$1.84M +17,155 New
DL
310
Delta Lloyd
Netherlands
$1.84M +$1.84M +17,120 New
VRS
311
Virginia Retirement Systems
Virginia
$1.81M +$1.81M +16,900 New
Creative Planning
312
Creative Planning
Kansas
$1.78M +$1.79M +16,637 New
AAF
313
Andra AP-fonden
Sweden
$1.76M +$1.76M +16,400 New
Caisse de Depot et Placement du Quebec (CDPQ)
314
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.74M +$1.74M +16,205 New
SKK
315
Shepherd Kaplan Krochuk
Massachusetts
$1.69M +$1.69M +15,779 New
BF
316
BOK Financial
Oklahoma
$1.68M +$1.68M +15,613 New
Citadel Advisors
317
Citadel Advisors
Florida
$1.67M +$1.67M +15,548 New
BSPF
318
British Steel Pension Fund
United Kingdom
$1.66M +$1.66M +15,468 New
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$1.64M +$1.64M +15,300 New
CS
320
Candriam SCA
Luxembourg
$1.62M +$1.62M +15,120 New
V
321
Veritable
Delaware
$1.61M +$1.61M +15,031 New
ClearBridge Investments
322
ClearBridge Investments
New York
$1.58M +$1.58M +14,737 New
MYLI
323
Meiji Yasuda Life Insurance
Japan
$1.58M +$1.58M +14,730 New
ACM
324
Ativo Capital Management
Illinois
$1.57M +$1.57M +14,600 New
HI
325
HBK Investments
Texas
$1.53M +$1.53M +14,271 New
11 12
13
14 15

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.