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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
PIM
326
Progressive Investment Management
Oregon
$5.28M +$148K +764 +3%
GCGDR
327
Geo Capital Gestora de Recursos
Brazil
$5.28M -$2.11M -10,904 -30%
KPCM
328
Kings Point Capital Management
New York
$5.25M -$132K -680 -3%
EAMA
329
EFG Asset Management (Americas)
Florida
$5.25M +$94.9K +490 +2%
N
330
Natixis
France
$5.18M -$71.3M -368,005 -94%
BCM
331
BlueMar Capital Management
Florida
$5.11M +$4.7M +24,285 New
ELI
332
Empire Life Investments
Ontario, Canada
$5.06M -$14.1K -73 -0.3%
MC
333
Martin Currie
United Kingdom
$4.89M +$223K +1,151 +5%
RIM
334
Redpoint Investment Management
Australia
$4.88M
EWA
335
Exencial Wealth Advisors
Oklahoma
$4.82M -$11.6K -60 -0.3%
PP
336
Prudential plc
United Kingdom
$4.77M +$4.14M +21,371 +1,652%
Victory Capital Management
337
Victory Capital Management
Texas
$4.77M -$1.45M -7,483 -25%
HighTower Advisors
338
HighTower Advisors
Illinois
$4.76M +$1.17M +6,038 +36%
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$4.74M +$57.7K +298 +1%
JHP
340
James Hambro & Partners
United Kingdom
$4.66M +$1.46M +7,560 +52%
LIA
341
LS Investment Advisors
Michigan
$4.66M -$75.1K -388 -2%
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
$4.64M -$66.4K -343 -2%
CCFCSB
343
Cape Cod Five Cents Savings Bank
Massachusetts
$4.52M -$99K -511 -2%
CPA
344
Court Place Advisors
Maryland
$4.5M -$19.4K -100 -0.5%
PAM
345
Peninsula Asset Management
Florida
$4.44M +$58.1K +300 +1%
PIM
346
Penobscot Investment Management
Massachusetts
$4.43M +$116K +600 +3%
NMERB
347
New Mexico Educational Retirement Board
New Mexico
$4.41M -$96.8K -500 -2%
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$4.38M +$4.03M +20,827 New
Public Sector Pension Investment Board (PSP Investments)
349
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.38M +$1.53M +7,900 +61%
CGH
350
Crossmark Global Holdings
Texas
$4.33M -$148K -762 -4%

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.