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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
ET
376
Equitable Trust
Tennessee
$3.48M -$212K -1,096 -6%
II
377
IFM Investors
Australia
$3.48M +$383K +1,977 +14%
CBOA
378
Commonwealth Bank of Australia
Australia
$3.48M +$514K +2,655 +19%
RFC
379
Regions Financial Corp
Alabama
$3.41M -$65.5K -338 -2%
WI
380
WBI Investments
New Jersey
$3.41M +$3.14M +16,197 New
SLI
381
Sumitomo Life Insurance
Japan
$3.4M -$321K -1,655 -9%
MA
382
MUFG Americas
New York
$3.34M
OI
383
Oakbrook Investments
Illinois
$3.33M +$3.06M +15,800 New
AC
384
Allstate Corporation
Illinois
$3.29M +$12.8K +66 +0.4%
IAM
385
Integre Asset Management
New York
$3.27M
ClearBridge Investments
386
ClearBridge Investments
New York
$3.26M -$93.5K -483 -3%
SCM
387
Silvant Capital Management
Georgia
$3.25M -$18K -93 -0.6%
FT
388
Fiduciary Trust
Massachusetts
$3.25M +$433K +2,235 +17%
HFS
389
Haverford Financial Services
Pennsylvania
$3.23M +$2.97M +15,328 New
SIM
390
Sentry Investment Management
Wisconsin
$3.17M -$258K -1,334 -8%
PDN
391
Pensionfund DSM Netherlands
Netherlands
$3.16M -$194K -1,000 -6%
DAM
392
Deltec Asset Management
New York
$3.16M +$968K +5,000 +50%
CCM
393
Coldstream Capital Management
Washington
$3.12M +$192K +994 +7%
COPPSERS
394
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.06M +$164K +846 +6%
QOP
395
Quinn Opportunity Partners
Virginia
$3.02M +$1.16M +6,000 +72%
DI
396
Diligent Investors
California
$3M -$20.9K -108 -0.8%
CMI
397
Cider Mill Investments
Connecticut
$2.99M -$5.62M -29,000 -67%
BBA
398
BLB&B Advisors
Pennsylvania
$2.99M +$142K +731 +5%
SLAM
399
Swiss Life Asset Management
$2.92M +$2.69M +13,889 New
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$2.92M +$79.8K +412 +3%

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.