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S&P Global
SPGI

Overview Fund Activity

997 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, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
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
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
426
Psagot Value Holdings
Israel
$3.55M +$472K +1,927 +15%
CCM
427
Coldstream Capital Management
Washington
$3.43M -$173K -706 -5%
PDN
428
Pensionfund DSM Netherlands
Netherlands
$3.42M – – –
BA
429
Bridgewater Associates
Connecticut
$3.37M +$3.37M +13,735 New
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$3.35M -$390K -1,593 -10%
LTFS
431
Ladenburg Thalmann Financial Services
Florida
$3.33M +$330K +1,349 +11%
AG
432
Advisor Group
Arizona
$3.33M +$41.4K +169 +1%
TAM
433
Tyers Asset Management
Texas
$3.31M -$432K -1,764 -12%
DI
434
Diligent Investors
California
$3.3M – – –
CCG
435
Cypress Capital Group
Florida
$3.28M -$26.5K -108 -0.8%
RCM
436
Riverhead Capital Management
Delaware
$3.21M -$404K -1,650 -11%
CC
437
Caldera Capital
Texas
$3.18M -$296K -1,209 -9%
CWS
438
Cypress Wealth Services
California
$3.12M +$245 +1 +0%
NRS
439
Neville Rodie & Shaw
New York
$3.11M – – –
WWM
440
Willingdon Wealth Management
North Carolina
$3.11M -$1.74M -7,096 -36%
KRS
441
Kentucky Retirement Systems
Kentucky
$3.09M +$284K +1,161 +10%
MC
442
Martin Currie
United Kingdom
$3.08M -$2.61M -10,633 -46%
CFG
443
Citizens Financial Group
Rhode Island
$3.05M -$39.9K -163 -1%
MYLI
444
Meiji Yasuda Life Insurance
Japan
$3.02M -$98K -400 -3%
ARTA
445
A.R.T. Advisors
New York
$3.02M +$2.13M +8,700 +241%
NAM
446
Nexpoint Asset Management
Texas
$2.94M +$2.94M +12,000 New
LSERS
447
Louisiana State Employees Retirement System
Louisiana
$2.89M -$123K -500 -4%
EOJOAM
448
E. Ohman J:or Asset Management
Sweden
$2.82M +$343K +1,400 +14%
GIA
449
Granite Investment Advisors
New Hampshire
$2.74M -$538K -2,195 -16%
AIM
450
Achmea Investment Management
Netherlands
$2.73M +$2.73M +11,147 New
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