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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
AIP
351
Ameritas Investment Partners
Nebraska
$4.27M -$67.2K -347 -2%
CB
352
Cadence Bank
Mississippi
$4.19M
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$4.19M -$47.6K -246 -1%
PPSG
354
Princeton Portfolio Strategies Group
New Jersey
$4.13M -$133K -686 -3%
NB
355
Norinchukin Bank
Japan
$4.13M -$1.36K -7 -0%
KCMRT
356
Kemper Corp Master Retirement Trust
Illinois
$4.12M
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$4.07M +$3.74M +19,332 New
MCM
358
Matarin Capital Management
New York
$4.05M -$7.75K -40 -0.2%
SCA
359
Spearhead Capital Advisors
Florida
$4.02M +$474K +2,449 +15%
WWM
360
Willingdon Wealth Management
North Carolina
$3.99M +$108K +559 +3%
SC
361
Skylands Capital
Wisconsin
$3.96M -$620K -3,200 -15%
TF
362
TIAA FSB
Florida
$3.94M +$63.1K +326 +2%
SSA
363
Schonfeld Strategic Advisors
New York
$3.87M -$2.19M -11,331 -38%
Mirae Asset Global Investments
364
Mirae Asset Global Investments
South Korea
$3.81M +$455K +2,352 +15%
CP
365
Cumberland Partners
Ontario, Canada
$3.81M -$149K -770 -4%
SB
366
Suntrust Banks
Georgia
$3.79M +$277K +1,428 +9%
WAM
367
World Asset Management
Michigan
$3.76M +$57.5K +297 +2%
KJHP
368
K.J. Harrison & Partners
Ontario, Canada
$3.66M -$581K -3,000 -15%
LCAM
369
Lee Capital Asset Management
New York
$3.61M
Arrowstreet Capital
370
Arrowstreet Capital
Massachusetts
$3.6M -$137M -706,089 -98%
V
371
Veritable
Delaware
$3.6M +$75.5K +390 +2%
Natixis Advisors
372
Natixis Advisors
Massachusetts
$3.57M +$618K +3,192 +23%
CHAM
373
Clear Harbor Asset Management
Connecticut
$3.57M +$5.42K +28 +0.2%
RPI
374
Railway Pension Investments
United Kingdom
$3.57M +$1.1M +5,700 +51%
I
375
IberiaBank
Louisiana
$3.5M +$194 +1 +0%

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.