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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFCSB
351
Cape Cod Five Cents Savings Bank
Massachusetts
$4.29M -$94K -492 -2%
PPSG
352
Princeton Portfolio Strategies Group
New Jersey
$4.28M -$223K -1,165 -5%
Creative Planning
353
Creative Planning
Kansas
$4.19M +$871K +4,557 +26%
UFF
354
USA Financial Formulas
Michigan
$4.13M -$209K -1,093 -5%
PAM
355
Peninsula Asset Management
Florida
$4.08M -$53.5K -280 -1%
AFS
356
Amtrust Financial Services
New York
$4.07M +$3.06M +16,000 +302%
CPA
357
Court Place Advisors
Maryland
$4.05M -$57.3K -300 -1%
EWA
358
Exencial Wealth Advisors
Oklahoma
$4.05M -$432K -2,260 -10%
PCM
359
Penserra Capital Management
California
$4.04M +$3.7M +19,391 +1,096%
Tudor Investment Corp
360
Tudor Investment Corp
Connecticut
$3.88M +$1.93M +10,099 +99%
Victory Capital Management
361
Victory Capital Management
Texas
$3.85M -$502K -2,625 -12%
PDN
362
Pensionfund DSM Netherlands
Netherlands
$3.84M -$1.76M -9,200 -31%
CCG
363
Cypress Capital Group
Florida
$3.8M +$312K +1,631 +9%
BF
364
BOK Financial
Oklahoma
$3.79M -$234K -1,227 -6%
CB
365
Cadence Bank
Mississippi
$3.77M – – –
PG
366
Pendal Group
Australia
$3.6M – – –
SCA
367
Spearhead Capital Advisors
Florida
$3.57M +$584K +3,058 +20%
OI
368
Oakbrook Investments
Illinois
$3.57M +$674K +3,530 +23%
SIM
369
Sentry Investment Management
Wisconsin
$3.57M -$342K -1,791 -9%
1832 Asset Management
370
1832 Asset Management
Ontario, Canada
$3.55M -$5.86M -30,600 -62%
MUAMU
371
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.53M +$95.5K +500 +3%
AIM
372
Achmea Investment Management
Netherlands
$3.5M -$1.17M -6,125 -25%
WAM
373
World Asset Management
Michigan
$3.5M -$1.15M -6,019 -25%
TF
374
TIAA FSB
Florida
$3.48M -$74.5K -390 -2%
SMDAM
375
Sumitomo Mitsui DS Asset Management
Japan
$3.41M -$142K -746 -4%
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15
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