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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
401
Norinchukin Bank
Japan
$4.38M +$229K +917 +5%
SCA
402
Spearhead Capital Advisors
Florida
$4.36M -$498K -1,992 -10%
SG Americas Securities
403
SG Americas Securities
New York
$4.33M -$4.18M -16,704 -49%
LG
404
Leuthold Group
Minnesota
$4.22M -$231K -925 -5%
V
405
Veritable
Delaware
$4.12M +$41.7K +167 +1%
CHAM
406
Clear Harbor Asset Management
Connecticut
$4.11M -$10K -40 -0.2%
I
407
IberiaBank
Louisiana
$4.07M
RFC
408
Regions Financial Corp
Alabama
$4.05M +$168K +671 +4%
FCM
409
Flinton Capital Management
Pennsylvania
$4.02M -$535K -2,142 -12%
BTS
410
BB&T Securities
Virginia
$4.02M +$536K +2,146 +15%
AIMCA
411
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.02M +$4.1M +16,400 New
RIM
412
Redpoint Investment Management
Australia
$4M +$305K +1,222 +8%
OCM
413
Olstein Capital Management
New York
$3.92M
BBA
414
BLB&B Advisors
Pennsylvania
$3.87M +$134K +537 +4%
COPPSERS
415
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.87M +$334K +1,336 +9%
IAM
416
Integre Asset Management
New York
$3.81M
MA
417
MUFG Americas
New York
$3.81M -$43.7K -175 -1%
ClearBridge Investments
418
ClearBridge Investments
New York
$3.78M -$43K -172 -1%
SCM
419
Silvant Capital Management
Georgia
$3.74M -$9K -36 -0.2%
SLI
420
Sumitomo Life Insurance
Japan
$3.71M -$485K -1,942 -11%
SIM
421
Sentry Investment Management
Wisconsin
$3.68M
HFS
422
Haverford Financial Services
Pennsylvania
$3.68M -$46.7K -187 -1%
PAG
423
Private Advisor Group
New Jersey
$3.68M +$1.46M +5,852 +64%
SC
424
Skylands Capital
Wisconsin
$3.67M -$575K -2,300 -13%
DAM
425
Deltec Asset Management
New York
$3.67M