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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
401
Bell Asset Management
Australia
$5.18M -$4.18M -15,319 -45%
Mercer Global Advisors
402
Mercer Global Advisors
Colorado
$5.17M +$82.5K +302 +2%
SCA
403
Spearhead Capital Advisors
Florida
$5.16M +$306K +1,121 +6%
PPSG
404
Princeton Portfolio Strategies Group
New Jersey
$5.05M -$218K -797 -4%
AIP
405
Ameritas Investment Partners
Nebraska
$5.05M -$449K -1,645 -8%
CGH
406
Crossmark Global Holdings
Texas
$5.03M -$304K -1,115 -6%
CP
407
Cumberland Partners
Ontario, Canada
$4.97M -$767K -2,810 -13%
WAM
408
World Asset Management
Michigan
$4.87M -$74.3K -272 -2%
BCM
409
Birch Capital Management
Texas
$4.79M +$4.79M +17,548 New
CF
410
Cypress Funds
California
$4.74M +$4.74M +17,344 New
SSWM
411
Smith Salley Wealth Management
North Carolina
$4.73M +$4.73M +17,328 New
RFC
412
Regions Financial Corp
Alabama
$4.71M +$202K +739 +4%
QSS
413
Quantitative Systematic Strategies
Florida
$4.65M +$4.09M +14,967 +720%
EP
414
Edgestream Partners
New Jersey
$4.62M +$4.62M +16,925 New
EGM
415
Engineers Gate Manager
New York
$4.62M +$1.74M +6,369 +60%
I
416
IberiaBank
Louisiana
$4.6M +$61.2K +224 +1%
BBA
417
BLB&B Advisors
Pennsylvania
$4.59M +$281K +1,028 +7%
GLA
418
Great Lakes Advisors
Illinois
$4.58M -$1.06M -3,875 -19%
CHAM
419
Clear Harbor Asset Management
Connecticut
$4.58M -$6.55K -24 -0.1%
LG
420
Leuthold Group
Minnesota
$4.53M -$176K -646 -4%
KCMRT
421
Kemper Corp Master Retirement Trust
Illinois
$4.52M -$819K -3,000 -15%
SEC
422
Seven Eight Capital
New York
$4.48M -$11.2M -41,192 -72%
RIM
423
Redpoint Investment Management
Australia
$4.46M – – –
V
424
Veritable
Delaware
$4.43M -$156K -572 -3%
OCM
425
Olstein Capital Management
New York
$4.37M – – –
15 16
17
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