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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
376
Kings Point Capital Management
New York
$3.35M +$3.35M +17,534 New
DI
377
Diligent Investors
California
$3.33M -$18.2K -95 -0.5%
FCM
378
Flinton Capital Management
Pennsylvania
$3.31M -$227K -1,190 -6%
RFC
379
Regions Financial Corp
Alabama
$3.3M -$132K -692 -4%
EAMA
380
EFG Asset Management (Americas)
Florida
$3.27M +$1.05M +5,512 +48%
BA
381
Bridgewater Associates
Connecticut
$3.26M +$3.26M +17,065 New
SC
382
Skylands Capital
Wisconsin
$3.25M – – –
RCM
383
Riverhead Capital Management
Delaware
$3.24M -$109K -571 -3%
MA
384
MUFG Americas
New York
$3.22M -$28.7K -150 -0.9%
SB
385
Suntrust Banks
Georgia
$3.18M +$275K +1,440 +9%
V
386
Veritable
Delaware
$3.14M +$117K +611 +4%
LP
387
LMR Partners
United Kingdom
$3.09M – – –
PIM
388
Penobscot Investment Management
Massachusetts
$3.07M +$474K +2,480 +18%
UIM
389
Underhill Investment Management
California
$3.06M -$564K -2,950 -16%
CHAM
390
Clear Harbor Asset Management
Connecticut
$3.03M +$9.55K +50 +0.3%
BIM
391
Bogle Investment Management
Massachusetts
$3M +$3M +15,715 New
NB
392
Norinchukin Bank
Japan
$3M +$556K +2,909 +23%
IAM
393
Integre Asset Management
New York
$2.97M – – –
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$2.96M +$19.1K +100 +0.6%
SLI
395
Sumitomo Life Insurance
Japan
$2.95M -$128K -671 -4%
ClearBridge Investments
396
ClearBridge Investments
New York
$2.95M +$1.53K +8 +0.1%
KJHP
397
K.J. Harrison & Partners
Ontario, Canada
$2.94M – – –
NA
398
Navellier & Associates
Nevada
$2.93M +$22.2K +116 +0.8%
Envestnet Asset Management
399
Envestnet Asset Management
Illinois
$2.87M -$6.88M -36,040 -71%
CA
400
Cornerstone Advisors
North Carolina
$2.87M – – –
14 15
16
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