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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
376
Zebra Capital Management
Connecticut
$2.26M -$75.8K -546 -3%
GIA
377
Gateway Investment Advisers
Ohio
$2.25M -$34.6K -249 -2%
CBOA
378
Commonwealth Bank of Australia
Australia
$2.24M -$147K -1,061 -6%
OAC
379
OMERS Administration Corp
Ontario, Canada
$2.23M +$2.12M +15,300 New
ClearBridge Investments
380
ClearBridge Investments
New York
$2.15M
PS
381
Pensionfund Sabic
Netherlands
$2.15M
TAM
382
Tyers Asset Management
Texas
$2.12M +$35K +252 +2%
BSPF
383
British Steel Pension Fund
United Kingdom
$2.09M
Janney Montgomery Scott
384
Janney Montgomery Scott
Pennsylvania
$2.07M +$40K +288 +2%
GAM
385
Gotham Asset Management
New York
$2.07M +$1.34M +9,618 +212%
AMI
386
Amica Mutual Insurance
Rhode Island
$2.05M
KJHP
387
K.J. Harrison & Partners
Ontario, Canada
$2.04M
SLAM
388
Swiss Life Asset Management
$2.02M +$488K +3,513 +34%
GT
389
Glenmede Trust
Pennsylvania
$2.02M
EA
390
Emerald Advisers
Pennsylvania
$2M -$2.49M -17,960 -57%
FT
391
Fiduciary Trust
Massachusetts
$1.99M -$69.4K -500 -4%
NRS
392
Neville Rodie & Shaw
New York
$1.98M
LAIC
393
Lederer & Associates Investment Counsel
California
$1.95M +$11.8K +85 +0.6%
GL
394
GLG LLC
New York
$1.89M -$209K -1,506 -10%
HighTower Advisors
395
HighTower Advisors
Illinois
$1.87M -$105K -755 -6%
GS
396
GAM Systematic
United Kingdom
$1.85M +$1.44M +10,404 +457%
CC
397
Cannell & Co
New York
$1.8M
CIA
398
Choate Investment Advisors
Massachusetts
$1.78M
CI
399
Cigna Investments
Connecticut
$1.76M +$175K +1,259 +12%
RJT
400
Raymond James Trust
Florida
$1.76M -$28.7K -207 -2%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.