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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
301
KeyBank National Association
Ohio
$4.05M +$253K +1,616 +7%
AAF
302
Andra AP-fonden
Sweden
$4M +$735K +4,700 +22%
CC
303
Caldera Capital
Texas
$3.96M -$643K -4,113 -14%
OAC
304
OMERS Administration Corp
Ontario, Canada
$3.96M +$1.56M +10,000 +65%
CS
305
Candriam SCA
Luxembourg
$3.95M +$445K +2,848 +13%
AIM
306
Assured Investment Management
New York
$3.86M +$1.42M +9,067 +58%
SEC
307
Seven Eight Capital
New York
$3.8M -$2.99M -19,100 -44%
PPSG
308
Princeton Portfolio Strategies Group
New Jersey
$3.78M -$15.6K -100 -0.4%
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$3.77M -$4.28M -27,374 -53%
EWA
310
Exencial Wealth Advisors
Oklahoma
$3.77M -$89.4K -572 -2%
RBA
311
Richard Bernstein Advisors
New York
$3.76M – – –
KCMRT
312
Kemper Corp Master Retirement Trust
Illinois
$3.75M – – –
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$3.74M – – –
Point72 Asset Management
314
Point72 Asset Management
Connecticut
$3.72M -$87.9M -562,054 -96%
CTA
315
Colonial Trust Advisors
South Carolina
$3.71M +$1.21M +7,744 +48%
JIM
316
Jupiter Investment Management
United Kingdom
$3.68M +$3.68M +23,541 New
CCFCSB
317
Cape Cod Five Cents Savings Bank
Massachusetts
$3.59M -$102K -650 -3%
Jacobs Levy Equity Management
318
Jacobs Levy Equity Management
New Jersey
$3.56M +$2.67M +17,050 +299%
WG
319
Winton Group
United Kingdom
$3.5M -$1.05M -6,687 -23%
PAM
320
Peninsula Asset Management
Florida
$3.47M -$23.4K -150 -0.7%
Commonwealth Equity Services
321
Commonwealth Equity Services
Massachusetts
$3.42M +$77.5K +496 +2%
NLI
322
Nippon Life Insurance
Japan
$3.38M -$48.1K -308 -1%
CPA
323
Court Place Advisors
Maryland
$3.37M -$26.6K -170 -0.8%
HT
324
HAP Trading
New York
$3.34M +$9.22K +59 +0.3%
Tudor Investment Corp
325
Tudor Investment Corp
Connecticut
$3.31M +$2.09M +13,346 +171%
11 12
13
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