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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
MYLI
401
Meiji Yasuda Life Insurance
Japan
$2.9M -$358K -1,848 -12%
CFG
402
Citizens Financial Group
Rhode Island
$2.9M -$7.06M -36,441 -73%
NONA
403
Ninety One North America
New York
$2.85M +$33.5K +173 +1%
PSUF
404
People's United Financial
Connecticut
$2.81M +$12.2K +63 +0.5%
CCG
405
Cypress Capital Group
Florida
$2.81M -$28.5K -147 -1%
CCM
406
Crestwood Capital Management
New York
$2.79M +$2.57M +13,267 New
GIA
407
Granite Investment Advisors
New Hampshire
$2.79M +$9.68K +50 +0.4%
HT
408
HAP Trading
New York
$2.78M +$2.55M +13,188 New
Flossbach Von Storch
409
Flossbach Von Storch
Germany
$2.77M +$1.87M +9,661 +276%
AG
410
Advisor Group
Arizona
$2.76M -$451K -2,329 -15%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$2.76M -$19.4K -100 -0.8%
BTS
412
BB&T Securities
Virginia
$2.73M +$542K +2,801 +28%
PG
413
Pendal Group
Australia
$2.71M
CWS
414
Cypress Wealth Services
California
$2.68M
NRS
415
Neville Rodie & Shaw
New York
$2.67M
AIL
416
AGF Investments LLC
Ontario, Canada
$2.67M +$322K +1,661 +15%
PP
417
Paloma Partners
Connecticut
$2.67M +$2.15M +11,102 +713%
PVH
418
Psagot Value Holdings
Israel
$2.64M +$962K +4,969 +66%
QSS
419
Quantitative Systematic Strategies
Florida
$2.57M -$1.31M -6,783 -36%
TC
420
TownSquare Capital
Utah
$2.57M +$680K +3,513 +40%
GAM
421
Gotham Asset Management
New York
$2.45M -$108K -556 -5%
William Blair & Company
422
William Blair & Company
Illinois
$2.42M +$620K +3,200 +39%
OCM
423
Olstein Capital Management
New York
$2.42M
LTFS
424
Ladenburg Thalmann Financial Services
Florida
$2.42M +$224K +1,159 +11%
GIA
425
GHP Investment Advisors
Colorado
$2.36M +$48.2K +249 +2%

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.