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S&P Global
SPGI

Overview Fund Activity

622 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+53
Holders Change %
+9.31%
% of All Funds
16.62%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.69%
New
99
Increased
200
Reduced
208
Closed
43
Calls
$94.7M
Puts
$153M
Net Calls
-$58.1M
Net Calls Change
-$78.8M

Top Buyers

1
State Street
State Street
Massachusetts
+$269M
2
UIM
USS Investment Management
United Kingdom
+$153M
3
Citadel Advisors
Citadel Advisors
Florida
+$87.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$83.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80M

Top Sellers

1
GE
General Electric
Ohio
-$218M
2
Jennison Associates
Jennison Associates
New York
-$173M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
ECU
Egerton Capital (UK)
United Kingdom
-$89.4M
5
UBS AM
UBS AM
Illinois
-$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$2.41M +$1.39K +11 +0.1%
DC
302
Deere & Company
Illinois
$2.38M -$77.2K -610 -3%
SC
303
Skylands Capital
Wisconsin
$2.38M -$215K -1,700 -8%
FWCM
304
First Western Capital Management
California
$2.38M -$107K -844 -4%
LAM
305
Lebenthal Asset Management
New York
$2.35M +$1.94M +15,350 +478%
PS
306
Pensionfund Sabic
Netherlands
$2.34M – – –
CIM
307
Calvert Investment Management
Maryland
$2.32M +$43K +340 +2%
LMGAM
308
Liberty Mutual Group Asset Management
Massachusetts
$2.3M -$507 -4 -0%
Dodge & Cox
309
Dodge & Cox
California
$2.3M – – –
ERSOT
310
Employees Retirement System of Texas
Texas
$2.28M – – –
GIA
311
Gateway Investment Advisers
Ohio
$2.28M -$27.7K -219 -1%
DI
312
Diligent Investors
California
$2.27M -$4.43K -35 -0.2%
CS
313
Candriam SCA
Luxembourg
$2.24M +$325K +2,570 +17%
GT
314
Glenmede Trust
Pennsylvania
$2.21M -$220K -1,742 -9%
SFM
315
Signature Financial Management
Virginia
$2.18M – – –
ZCM
316
Zebra Capital Management
Connecticut
$2.18M +$4.94K +39 +0.2%
AAM
317
Advisors Asset Management
Colorado
$2.18M +$752K +5,942 +53%
Envestnet Asset Management
318
Envestnet Asset Management
Illinois
$2.17M -$1.2M -9,517 -36%
Rafferty Asset Management
319
Rafferty Asset Management
New York
$2.15M -$1.46M -11,499 -40%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$2.13M -$75.9K -600 -3%
Creative Planning
321
Creative Planning
Kansas
$2.11M +$3.8K +30 +0.2%
MYLI
322
Meiji Yasuda Life Insurance
Japan
$2.1M +$235K +1,860 +13%
FSA
323
Franklin Street Advisors
North Carolina
$2.03M +$2.03M +16,010 New
QSS
324
Quantitative Systematic Strategies
Florida
$2.02M +$1.57M +12,576 +355%
V
325
Veritable
Delaware
$1.98M +$75K +593 +4%
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