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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
MLIC
301
Mandatum Life Insurance Company
Finland
$6.27M
HIMCH
302
Hartford Investment Management Co (HIMCO)
Connecticut
$6.23M -$706K -3,648 -11%
PAI
303
Pittenger & Anderson Inc
Nebraska
$6.2M +$30K +155 +0.5%
SIA
304
Sit Investment Associates
Minnesota
$6.18M -$1.49M -7,675 -21%
OAM
305
Oppenheimer Asset Management
New York
$6.12M -$1.24M -6,421 -18%
Creative Planning
306
Creative Planning
Kansas
$6.08M -$6.39K -33 -0.1%
MYAM
307
Meiji Yasuda Asset Management
Japan
$6.04M -$25.4K -131 -0.5%
SFM
308
Soros Fund Management
New York
$6.03M
BFO
309
Boston Family Office
Massachusetts
$5.96M -$52.3K -270 -0.9%
MBI
310
Montrusco Bolton Investments
Quebec, Canada
$5.87M -$1.4M -7,249 -21%
BCM
311
Barometer Capital Management
Ontario, Canada
$5.85M +$5.38M +27,772 New
AAF
312
Andra AP-fonden
Sweden
$5.73M +$5.27M +27,200 New
Renaissance Technologies
313
Renaissance Technologies
New York
$5.68M -$170M -879,284 -97%
TAF
314
Tredje AP-fonden
Sweden
$5.68M +$433K +2,235 +9%
LPL Financial
315
LPL Financial
California
$5.64M +$679K +3,508 +15%
CS
316
Candriam SCA
Luxembourg
$5.57M +$92.4K +477 +2%
KeyBank National Association
317
KeyBank National Association
Ohio
$5.53M +$90.4K +467 +2%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$5.52M -$1.1M -5,676 -18%
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$5.52M +$549K +2,836 +12%
CBT
320
Central Bank & Trust
Kentucky
$5.5M -$1.14M -5,905 -18%
OBGC
321
O'Brien Greene & Co
Pennsylvania
$5.47M +$44.5K +230 +0.9%
SAM
322
Securian Asset Management
Minnesota
$5.47M -$5.81K -30 -0.1%
EIP
323
Epoch Investment Partners
New York
$5.43M +$5M +25,816 New
B
324
BP
United Kingdom
$5.37M +$4.94M +25,500 New
Jane Street
325
Jane Street
New York
$5.32M +$4.89M +25,275 New

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.