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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Strategy Asset Managers
California
$3.38M -$141K -1,019 -4%
TCM
327
Twin Capital Management
Pennsylvania
$3.31M +$3.15M +22,660 New
CS
328
Candriam SCA
Luxembourg
$3.27M -$960K -6,912 -24%
PAM
329
Peninsula Asset Management
Florida
$3.26M -$18.5K -133 -0.6%
OAM
330
Oppenheimer Asset Management
New York
$3.21M -$169K -1,218 -5%
NLI
331
Nippon Life Insurance
Japan
$3.2M +$822K +5,917 +37%
CPA
332
Court Place Advisors
Maryland
$3.17M -$33.3K -240 -1%
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$3.12M +$92.9K +669 +3%
HT
334
HAP Trading
New York
$3.11M -$2.21M -15,930 -43%
Wellington Management Group
335
Wellington Management Group
Massachusetts
$3.08M -$775K -5,579 -21%
AAF
336
Andra AP-fonden
Sweden
$3.05M -$194K -1,400 -6%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$3.04M -$135K -972 -4%
SLI
338
Sumitomo Life Insurance
Japan
$3.04M +$122K +879 +4%
OI
339
Oakbrook Investments
Illinois
$2.95M -$347K -2,500 -11%
SIM
340
Sentry Investment Management
Wisconsin
$2.91M +$27.9K +201 +1%
B
341
BancorpSouth
Mississippi
$2.88M
COPPSERS
342
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.8M -$2.08K -15 -0.1%
MYLI
343
Meiji Yasuda Life Insurance
Japan
$2.76M +$189K +1,360 +8%
Neuberger Berman Group
344
Neuberger Berman Group
New York
$2.73M -$1.8K -13 -0.1%
TF
345
TIAA FSB
Florida
$2.73M +$2.6M +18,703 New
USGIU
346
U.S. Global Investors (USGI)
Texas
$2.71M +$1M +7,222 +64%
CCG
347
Cypress Capital Group
Florida
$2.69M +$1.34M +9,636 +109%
RFC
348
Regions Financial Corp
Alabama
$2.69M +$21.8K +157 +0.9%
SC
349
Skylands Capital
Wisconsin
$2.69M -$146K -1,050 -5%
PG
350
Pendal Group
Australia
$2.64M +$2.51M +18,071 New

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.