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S&P Global
SPGI

Overview Fund Activity

892 hedge funds and large institutions have $35.6B invested in S&P Global in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 283 increasing their positions, 355 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-15
Holders Change %
-1.65%
% of All Funds
19.91%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.91%
New
111
Increased
283
Reduced
355
Closed
118
Calls
$85.5M
Puts
$54.3M
Net Calls
+$31.3M
Net Calls Change
-$38.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.48B
2
VAM
Veritas Asset Management
United Kingdom
$359M
3
TCI Fund Management
TCI Fund Management
United Kingdom
$347M
4
Lazard Asset Management
Lazard Asset Management
New York
$287M
5
Jennison Associates
Jennison Associates
New York
$716M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$774M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
3
Capital World Investors
Capital World Investors
California
$27.6M
4
BlackRock
BlackRock
New York
$2.9B
5
AllianceBernstein
AllianceBernstein
Tennessee
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
351
Peninsula Asset Management
Florida
$3.54M -$50.1K -295 -1%
Hudson Bay Capital Management
352
Hudson Bay Capital Management
Connecticut
$3.53M +$3.53M +20,764 New
AIP
353
Ameritas Investment Partners
Nebraska
$3.5M +$456K +2,687 +15%
PIM
354
Penobscot Investment Management
Massachusetts
$3.47M -$165K -970 -5%
EGM
355
Engineers Gate Manager
New York
$3.47M +$3.47M +20,426 New
KJHP
356
K.J. Harrison & Partners
Ontario, Canada
$3.47M -$2.55K -15 -0.1%
PPSG
357
Princeton Portfolio Strategies Group
New Jersey
$3.45M -$110K -650 -3%
Janney Montgomery Scott
358
Janney Montgomery Scott
Pennsylvania
$3.42M -$250K -1,473 -7%
CB
359
Cadence Bank
Mississippi
$3.38M +$31.4K +185 +0.9%
NB
360
Norinchukin Bank
Japan
$3.34M +$313K +1,843 +10%
KCMRT
361
Kemper Corp Master Retirement Trust
Illinois
$3.32M – – –
MCM
362
Matarin Capital Management
New York
$3.28M -$17.7K -104 -0.5%
MUAMU
363
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.23M -$510K -3,000 -14%
QSS
364
Quantitative Systematic Strategies
Florida
$3.23M +$2.01M +11,801 +164%
CP
365
Cumberland Partners
Ontario, Canada
$3.2M +$257K +1,510 +9%
IEFM
366
IQ EQ Fund Management
Ireland
$3.13M -$66.1K -389 -2%
WWM
367
Willingdon Wealth Management
North Carolina
$3.12M +$3.12M +18,344 +55,588%
TF
368
TIAA FSB
Florida
$3.12M -$10K -59 -0.3%
QIM
369
Quantitative Investment Management
Virginia
$3.08M +$3.08M +18,100 New
SLI
370
Sumitomo Life Insurance
Japan
$3.03M +$336K +1,975 +12%
ET
371
Equitable Trust
Tennessee
$3M +$3M +17,633 New
WAM
372
World Asset Management
Michigan
$2.98M -$118K -697 -4%
LCAM
373
Lee Capital Asset Management
New York
$2.91M +$2.91M +17,150 New
CHAM
374
Clear Harbor Asset Management
Connecticut
$2.88M -$17K -100 -0.6%
V
375
Veritable
Delaware
$2.84M -$7.99K -47 -0.3%
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