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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$103M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$102M
3
American Century Companies
American Century Companies
Missouri
+$96.7M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$79.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$77.4M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$210M
2
IFP
Independent Franchise Partners
United Kingdom
-$190M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$87.9M
5
UBS Group
UBS Group
Switzerland
-$79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
376
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.13M -$8.52M -54,537 -80%
ZCM
377
Zebra Capital Management
Connecticut
$2.11M -$312K -1,994 -13%
NRS
378
Neville Rodie & Shaw
New York
$2.11M -$15.6K -100 -0.7%
USGIU
379
U.S. Global Investors (USGI)
Texas
$2.1M -$806K -5,158 -28%
WI
380
WBI Investments
New Jersey
$2.1M +$1.03M +6,563 +96%
TAM
381
Tyers Asset Management
Texas
$2.09M -$184K -1,176 -8%
FT
382
Fiduciary Trust
Massachusetts
$2.09M -$39.1K -250 -2%
Cerity Partners
383
Cerity Partners
New York
$2.08M +$1.74M +11,130 +511%
LAIC
384
Lederer & Associates Investment Counsel
California
$2.08M -$7.82K -50 -0.4%
ICRM
385
Insight Capital Research & Management
California
$1.95M +$1.95M +12,449 New
CIA
386
Choate Investment Advisors
Massachusetts
$1.9M -$4.22K -27 -0.2%
RJT
387
Raymond James Trust
Florida
$1.89M +$9.07K +58 +0.5%
LPL Financial
388
LPL Financial
California
$1.88M +$120K +765 +7%
CGI
389
Comgest Global Investors
France
$1.88M – – –
CI
390
Cigna Investments
Connecticut
$1.87M -$15.8K -101 -0.8%
GL
391
GLG LLC
New York
$1.85M -$172K -1,102 -9%
BC
392
Brinker Capital
Pennsylvania
$1.84M +$155K +994 +9%
SKK
393
Shepherd Kaplan Krochuk
Massachusetts
$1.83M -$31.3K -200 -2%
CC
394
Cannell & Co
New York
$1.81M -$125K -800 -6%
Natixis Advisors
395
Natixis Advisors
Massachusetts
$1.8M -$69.4K -444 -4%
LMGAM
396
Liberty Mutual Group Asset Management
Massachusetts
$1.8M -$815K -5,213 -31%
BSPF
397
British Steel Pension Fund
United Kingdom
$1.79M -$445K -2,845 -20%
NB
398
Norinchukin Bank
Japan
$1.79M +$197K +1,258 +12%
Acadian Asset Management
399
Acadian Asset Management
Massachusetts
$1.77M +$1.09M +6,988 +162%
Verition Fund Management
400
Verition Fund Management
Connecticut
$1.74M +$1.74M +11,156 New
14 15
16
17 18