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S&P Global
SPGI

Overview Fund Activity

907 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, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
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
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$597M
2
Capital World Investors
Capital World Investors
California
$269M
3
APG Asset Management
APG Asset Management
Netherlands
$256M
4
Goldman Sachs
Goldman Sachs
New York
$436M
5
Marshall Wace
Marshall Wace
United Kingdom
$143M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$82.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.82B
3
Capital International Investors
Capital International Investors
California
$138M
4
Principal Financial Group
Principal Financial Group
Iowa
$476M
5
IAM
Iridian Asset Management
Connecticut
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
301
Balyasny Asset Management
Illinois
$7.3M +$6.15M +31,493 +539%
AssetMark Inc
302
AssetMark Inc
California
$7.2M +$402K +2,056 +6%
EP
303
Edgestream Partners
New Jersey
$7.06M +$6.24M +31,959 +762%
SFM
304
Soros Fund Management
New York
$7.04M -$9.88M -50,591 -58%
SFM
305
Signature Financial Management
Virginia
$6.97M +$7.42K +38 +0.1%
BCM
306
Bridgeway Capital Management
Texas
$6.96M – – –
MSA
307
Mason Street Advisors
Wisconsin
$6.91M +$19.1K +98 +0.3%
BWP
308
Baldwin Wealth Partners
Massachusetts
$6.84M +$64.1K +328 +0.9%
JPMPWA
309
J.P. Morgan Private Wealth Advisors
California
$6.69M -$20.9K -107 -0.3%
HIMCH
310
Hartford Investment Management Co (HIMCO)
Connecticut
$6.61M -$573K -2,933 -8%
CBT
311
Central Bank & Trust
Kentucky
$6.6M +$93K +476 +1%
Credit Agricole
312
Credit Agricole
France
$6.51M +$5.26M +26,934 +421%
RI
313
Redwood Investments
Massachusetts
$6.43M -$267K -1,367 -4%
Creative Planning
314
Creative Planning
Kansas
$6.4M +$321K +1,645 +5%
MOACM
315
Mutual of America Capital Management
New York
$6.35M +$11.9K +61 +0.2%
B
316
BP
United Kingdom
$6.25M – – –
HighTower Advisors
317
HighTower Advisors
Illinois
$6.2M +$944K +4,807 +18%
SIA
318
Sit Investment Associates
Minnesota
$6.08M +$6.08M +31,100 New
Brown Advisory
319
Brown Advisory
Maryland
$6.06M -$2.71M -13,884 -31%
Public Sector Pension Investment Board (PSP Investments)
320
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.02M +$3.24M +16,600 +117%
BAM
321
Bell Asset Management
Australia
$5.96M -$292K -1,496 -5%
CG
322
Clinton Group
New York
$5.92M +$5.73M +29,325 +2,968%
Victory Capital Management
323
Victory Capital Management
Texas
$5.89M +$1.52M +7,783 +35%
MYAM
324
Meiji Yasuda Asset Management
Japan
$5.84M +$272K +1,392 +5%
MLIC
325
Mandatum Life Insurance Company
Finland
$5.82M – – –
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