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S&P Global
SPGI

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0% → 85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
–
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
–
Reduced
–
Closed
–
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.79B
3
State Street
State Street
Massachusetts
+$1.21B
4
Morgan Stanley
Morgan Stanley
New York
+$1B
5
Artisan Partners
Artisan Partners
Wisconsin
+$838M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
401
Chicago Trust
Illinois
$536K +$536K +4,995 New
CA
402
Cornerstone Advisors
North Carolina
$536K +$537K +5,000 New
EM
403
Excalibur Management
Massachusetts
$536K +$537K +5,000 New
HFS
404
HL Financial Services
Kentucky
$535K +$535K +4,985 New
JIC
405
Johnson Investment Counsel
Ohio
$531K +$532K +4,957 New
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$526K +$526K +4,900 New
CSS
407
Cubist Systematic Strategies
Connecticut
$515K +$516K +4,805 New
BAS
408
Brown Advisory Securities
Maryland
$508K +$508K +4,737 New
DCM
409
Dynamic Capital Management
Jersey
$504K +$504K +4,698 New
AA
410
ALPS Advisors
Colorado
$503K +$503K +4,690 New
RSS
411
Rosenblum Silverman Sutton
California
$480K +$481K +4,479 New
RW
412
Rand Wealth
Maryland
$473K +$474K +4,412 New
DK
413
Darrell & King
Virginia
$472K +$472K +4,400 New
PAM
414
Princeton Alpha Management
New Jersey
$466K +$466K +4,343 New
PIM
415
Progressive Investment Management
Oregon
$465K +$465K +4,337 New
BHWM
416
Bar Harbor Wealth Management
New Hampshire
$455K +$456K +4,249 New
CYG
417
Clean Yield Group
Vermont
$450K +$451K +4,200 New
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$443K +$443K +4,132 New
OPCM
419
Osborne Partners Capital Management
California
$442K +$443K +4,125 New
QI
420
QS Investors
New York
$435K +$435K +4,054 New
OC
421
Oppenheimer & Co
New York
$431K +$431K +4,014 New
WSFS
422
Wilmington Savings Fund Society
Delaware
$427K +$427K +3,975 New
TSS
423
Two Sigma Securities
New York
$427K +$427K +3,983 New
NIT
424
NumerixS Investment Technologies
British Columbia, Canada
$424K +$424K +3,950 New
Verition Fund Management
425
Verition Fund Management
Connecticut
$418K +$418K +3,897 New
15 16
17
18 19

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.