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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
351
Commonwealth Equity Services
Massachusetts
$6.26M +$515K +2,060 +9%
EAMA
352
EFG Asset Management (Americas)
Florida
$6.25M -$66.2K -265 -1%
SLAM
353
Swiss Life Asset Management
$6.18M +$2.36M +9,428 +60%
HHMI
354
Howard Hughes Medical Institute
Maryland
$6.13M +$6.25M +25,000 New
B
355
BP
United Kingdom
$6.1M -$150K -600 -2%
OPERF
356
Oregon Public Employees Retirement Fund
Oregon
$6.08M -$391K -1,566 -6%
GI
357
GAMCO Investors
Connecticut
$5.92M -$6.27M -25,096 -51%
FT
358
Fiduciary Trust
Massachusetts
$5.9M +$1.56M +6,237 +35%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$5.87M -$2.41M -9,646 -29%
AC
360
Allstate Corporation
Illinois
$5.72M -$542K -2,170 -9%
OBGC
361
O'Brien Greene & Co
Pennsylvania
$5.67M -$119K -475 -2%
FC
362
Fulcrum Capital
Washington
$5.67M +$5.78M +23,141 New
AAF
363
Andra AP-fonden
Sweden
$5.56M -$475K -1,900 -8%
MME
364
Meag Munich Ergo
Germany
$5.41M +$1.81M +7,227 +49%
GT
365
Greenleaf Trust
Michigan
$5.38M +$4.79M +19,144 +678%
PIM
366
Penobscot Investment Management
Massachusetts
$5.34M +$115K +460 +2%
PI
367
PineBridge Investments
New York
$5.24M +$5.34M +21,383 New
WI
368
WBI Investments
New Jersey
$5.22M +$5.32M +21,291 New
LIA
369
LS Investment Advisors
Michigan
$5.2M -$1.12M -4,498 -17%
HT
370
HAP Trading
New York
$5.18M +$2.15M +8,582 +68%
CPA
371
Court Place Advisors
Maryland
$5.17M -$38.2K -153 -0.7%
CP
372
Cumberland Partners
Ontario, Canada
$5.15M +$781K +3,125 +17%
JCM
373
Jag Capital Management
Missouri
$5.08M +$740K +2,960 +17%
PAM
374
Peninsula Asset Management
Florida
$5.06M -$83.7K -335 -2%
GLA
375
Great Lakes Advisors
Illinois
$5.06M -$40.5K -162 -0.8%