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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
TCM
426
Tuttle Capital Management
Connecticut
$2.35M +$2.16M +11,154 New
HA
427
Harbor Advisors
Florida
$2.32M
ACM
428
Ativo Capital Management
Illinois
$2.3M -$19.4K -100 -0.9%
Credit Agricole
429
Credit Agricole
France
$2.29M +$1.41M +7,267 +200%
KRS
430
Kentucky Retirement Systems
Kentucky
$2.29M -$8.71K -45 -0.4%
PGIM
431
Pacific Global Investment Management
California
$2.27M -$95.5K -493 -4%
DT
432
Diversified Trust
Tennessee
$2.25M +$97.4K +503 +5%
LJAC
433
L.J. Altfest & Co
New York
$2.24M
FCM
434
Flinton Capital Management
Pennsylvania
$2.23M +$428K +2,210 +26%
FP
435
Factorial Partners
New York
$2.23M
CIA
436
Choate Investment Advisors
Massachusetts
$2.2M -$80K -413 -4%
CC
437
Cannell & Co
New York
$2.19M -$7.55K -39 -0.4%
EOJOAM
438
E. Ohman J:or Asset Management
Sweden
$2.19M -$96.8K -500 -5%
FDS
439
Freedom Day Solutions
Texas
$2.14M +$1.61M +8,325 +450%
CIBC World Market
440
CIBC World Market
Ontario, Canada
$2.11M -$309K -1,596 -14%
BCM
441
Bridgeway Capital Management
Texas
$2.11M -$968K -5,000 -33%
Daiwa Securities Group
442
Daiwa Securities Group
Japan
$2.08M +$38.7K +200 +2%
FDCC
443
Foster Dykema Cabot & Co
Massachusetts
$2.05M
PS
444
Pensionfund Sabic
Netherlands
$2.04M -$387K -2,000 -17%
GIA
445
Gateway Investment Advisers
Ohio
$2.04M -$119K -613 -6%
SGA
446
Strategic Global Advisors
California
$2.04M +$1.33M +6,843 +240%
Macquarie Group
447
Macquarie Group
Australia
$2.03M
WSC
448
Wellington Shields & Co
New York
$2.02M -$194K -1,000 -9%
CTA
449
Chesley Taft & Associates
Illinois
$2.02M +$45.5K +235 +3%
TI
450
Trexquant Investment
Connecticut
$2.01M +$1.85M +9,539 New

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.