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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
AllianceBernstein
Tennessee
$389M
3
American Century Companies
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$898M
2
IFP
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
351
Laffer Tengler Investments
Tennessee
$2.6M -$179K -1,145 -6%
RCM
352
Riverhead Capital Management
Delaware
$2.55M -$201K -1,283 -7%
CM
353
Crestline Management
Texas
$2.54M +$2.54M +16,233 New
FCM
354
Flinton Capital Management
Pennsylvania
$2.54M -$223K -1,428 -8%
FWCM
355
First Western Capital Management
California
$2.52M -$101K -644 -4%
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$2.5M – – –
KRS
357
Kentucky Retirement Systems
Kentucky
$2.47M -$109K -697 -4%
Dodge & Cox
358
Dodge & Cox
California
$2.47M -$27.8K -178 -1%
IAM
359
Integre Asset Management
New York
$2.43M – – –
FP
360
FDO Partners
Massachusetts
$2.41M +$2.14M +13,678 +791%
V
361
Veritable
Delaware
$2.4M -$42.4K -271 -2%
CB
362
Commerce Bank
Missouri
$2.36M -$141K -900 -6%
CA
363
Cornerstone Advisors
North Carolina
$2.35M +$1.25M +8,000 +114%
GIA
364
Gateway Investment Advisers
Ohio
$2.34M -$59.1K -378 -2%
ClearBridge Investments
365
ClearBridge Investments
New York
$2.33M +$29.7K +190 +1%
EWM
366
Evercore Wealth Management
New York
$2.32M -$102K -650 -4%
PS
367
Pensionfund Sabic
Netherlands
$2.3M – – –
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$2.27M +$649K +4,152 +40%
CBOA
369
Commonwealth Bank of Australia
Australia
$2.26M -$126K -807 -5%
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$2.25M +$34.2K +219 +2%
GS
371
GAM Systematic
United Kingdom
$2.23M +$248K +1,587 +13%
AMI
372
Amica Mutual Insurance
Rhode Island
$2.2M – – –
HighTower Advisors
373
HighTower Advisors
Illinois
$2.2M +$202K +1,296 +10%
KJHP
374
K.J. Harrison & Partners
Ontario, Canada
$2.19M – – –
GAM
375
Gotham Asset Management
New York
$2.16M -$50K -320 -2%
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