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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKFF
451
George Kaiser Family Foundation
Oklahoma
$1.99M – – –
UH
452
Unigestion Holding
Switzerland
$1.98M – – –
LMGAM
453
Liberty Mutual Group Asset Management
Massachusetts
$1.96M – – –
CTA
454
Chesley Taft & Associates
Illinois
$1.96M +$41K +210 +2%
DAM
455
Deltec Asset Management
New York
$1.95M – – –
TA
456
TRB Advisors
New York
$1.95M +$1.95M +10,000 New
OI
457
Oakbrook Investments
Illinois
$1.95M +$1.95M +9,975 New
LTFS
458
Ladenburg Thalmann Financial Services
Florida
$1.94M -$186K -951 -9%
PSUF
459
People's United Financial
Connecticut
$1.94M -$19.5K -100 -1%
WI
460
Wafra Inc
New York
$1.93M – – –
GIA
461
GHP Investment Advisors
Colorado
$1.91M +$58.2K +298 +3%
FDCC
462
Foster Dykema Cabot & Co
Massachusetts
$1.91M – – –
FMBTD
463
First Midwest Bank Trust Division
Illinois
$1.9M +$303K +1,550 +19%
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$1.83M +$50.2K +257 +3%
PFP
465
Pinnacle Financial Partners
Tennessee
$1.83M +$36.3K +186 +2%
FHB
466
First Hawaiian Bank
Hawaii
$1.81M +$1.81M +9,276 New
KIA
467
KCM Investment Advisors
California
$1.8M +$33.8K +173 +2%
SKK
468
Shepherd Kaplan Krochuk
Massachusetts
$1.76M – – –
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$1.73M +$114K +585 +7%
SBH
470
Segall Bryant & Hamill
Illinois
$1.71M -$977 -5 -0.1%
CI
471
Cigna Investments
Connecticut
$1.71M -$95.6K -524 -5%
Wolverine Trading
472
Wolverine Trading
Illinois
$1.7M +$182K +934 +12%
AIM
473
Assured Investment Management
New York
$1.7M +$1.54M +7,868 +920%
LCH
474
Lee Capital Holdings
New York
$1.7M +$1.7M +8,723 New
USGIU
475
U.S. Global Investors (USGI)
Texas
$1.7M -$1.15M -5,906 -40%
17 18
19
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