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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
JIM
426
Jensen Investment Management
Oregon
$415K +$415K +3,870 New
HPIA
427
Hamilton Point Investment Advisors
North Carolina
$408K +$408K +3,800 New
LOAME
428
Lombard Odier Asset Management (Europe)
United Kingdom
$408K +$408K +3,800 New
Balyasny Asset Management
429
Balyasny Asset Management
Illinois
$408K +$408K +3,804 New
BBA
430
BLB&B Advisors
Pennsylvania
$407K +$407K +3,790 New
AP
431
Appleton Partners
Massachusetts
$406K +$406K +3,785 New
UB
432
UMB Bank
Missouri
$401K +$401K +3,734 New
MCM
433
Maple Capital Management
Vermont
$400K +$400K +3,727 New
AIM
434
Anchor Investment Management
South Carolina
$396K +$396K +3,694 New
CTC
435
Central Trust Company
Missouri
$396K +$396K +3,690 New
Parallax Volatility Advisers
436
Parallax Volatility Advisers
California
$388K +$388K +3,614 New
FWCM
437
Ferguson Wellman Capital Management
Oregon
$386K +$386K +3,600 New
MAM
438
Mizuho Asset Management
Japan
$378K +$378K +3,525 New
QSS
439
Quantitative Systematic Strategies
Florida
$376K +$380K +3,545 New
FNBOO
440
First National Bank of Omaha
Nebraska
$375K +$376K +3,500 New
BOS
441
Bank of Stockton
California
$373K +$373K +3,475 New
ACI
442
Alpha Cubed Investments
California
$370K +$370K +3,450 New
GIA
443
Guyasuta Investment Advisors
Pennsylvania
$370K +$371K +3,455 New
SAM
444
Silvercrest Asset Management
New York
$369K +$369K +3,440 New
CCA
445
Checchi Capital Advisers
California
$354K +$355K +3,305 New
MCM
446
McKinley Capital Management
Alaska
$352K +$353K +3,285 New
LAM
447
Lebenthal Asset Management
New York
$344K +$345K +3,211 New
LH
448
Lebenthal Holdings
New York
$344K +$345K +3,211 New
Cambridge Investment Research Advisors
449
Cambridge Investment Research Advisors
Iowa
$335K +$335K +3,126 New
WB
450
Webster Bank
Connecticut
$331K +$332K +3,090 New
16 17
18
19 20

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.