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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
Victory Capital Management
351
Victory Capital Management
Texas
$2.64M +$298K +2,148 +14%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$2.63M -$339K -2,443 -12%
LTI
353
Laffer Tengler Investments
Tennessee
$2.59M
DI
354
Diligent Investors
California
$2.59M
FCM
355
Flinton Capital Management
Pennsylvania
$2.58M +$42.5K +306 +2%
RCM
356
Riverhead Capital Management
Delaware
$2.56M +$44.8K +323 +2%
RJFSA
357
Raymond James Financial Services Advisors
Florida
$2.55M -$75.7K -545 -3%
MA
358
MUFG Americas
New York
$2.54M -$91.4K -658 -4%
Creative Planning
359
Creative Planning
Kansas
$2.54M +$83K +598 +4%
WBC
360
Westpac Banking Corp
Australia
$2.54M -$465K -3,347 -16%
PP
361
Paloma Partners
Connecticut
$2.46M -$212K -1,530 -8%
FWCM
362
First Western Capital Management
California
$2.44M -$52.9K -381 -2%
LMGAM
363
Liberty Mutual Group Asset Management
Massachusetts
$2.44M +$334K +2,408 +17%
KRS
364
Kentucky Retirement Systems
Kentucky
$2.41M -$5.69K -41 -0.2%
NIPH
365
NN Investment Partners Holdings
Netherlands
$2.38M +$921K +6,631 +69%
Connor, Clark & Lunn Investment Management (CC&L)
366
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.37M -$5.21M -37,525 -70%
CB
367
Commerce Bank
Missouri
$2.34M -$3.33K -24 -0.1%
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$2.34M +$13.9K +100 +0.6%
CTA
369
Colonial Trust Advisors
South Carolina
$2.33M +$2.22M +15,985 New
Dodge & Cox
370
Dodge & Cox
California
$2.33M -$153K -1,100 -6%
AIM
371
Assured Investment Management
New York
$2.29M +$1.37M +9,873 +171%
V
372
Veritable
Delaware
$2.28M -$18.1K -130 -0.8%
BF
373
BOK Financial
Oklahoma
$2.27M +$10.8K +78 +0.5%
IAM
374
Integre Asset Management
New York
$2.27M -$62.2K -448 -3%
EWM
375
Evercore Wealth Management
New York
$2.27M +$1.22M +8,759 +130%

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.