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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
F
451
F3Logic
Minnesota
$2.01M -$506K -2,613 -21%
TYCC
452
Texas Yale Capital Corp
Florida
$2M +$1.02M +5,242 +123%
EWM
453
Evercore Wealth Management
New York
$1.97M -$231K -1,191 -11%
MME
454
Meag Munich Ergo
Germany
$1.97M +$1.84M +9,477 New
NA
455
Navellier & Associates
Nevada
$1.95M -$1.13M -5,846 -39%
RCM
456
Riverhead Capital Management
Delaware
$1.92M +$137K +705 +8%
RA
457
Rational Advisors
New York
$1.92M +$1.28M +6,604 +265%
CAC
458
Certified Advisory Corp
Florida
$1.91M -$55.4K -286 -3%
FMBTD
459
First Midwest Bank Trust Division
Illinois
$1.88M -$56.9K -294 -3%
KIA
460
KCM Investment Advisors
California
$1.88M +$17.4K +90 +1%
GKFF
461
George Kaiser Family Foundation
Oklahoma
$1.86M -$257K -1,328 -13%
TAM
462
Tyers Asset Management
Texas
$1.84M +$352K +1,820 +26%
LAIC
463
Lederer & Associates Investment Counsel
California
$1.79M
AMI
464
Amica Mutual Insurance
Rhode Island
$1.78M
Assenagon Asset Management
465
Assenagon Asset Management
Luxembourg
$1.78M -$32.5M -167,777 -95%
ATC
466
Argent Trust Co
Tennessee
$1.77M -$108K -556 -6%
PFPT
467
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.76M -$58.9K -304 -4%
TA
468
Tiedemann Advisors
New York
$1.75M -$99.7K -515 -6%
Dodge & Cox
469
Dodge & Cox
California
$1.75M
KCM
470
Kendall Capital Management
Maryland
$1.75M +$7.75K +40 +0.5%
AIM
471
Axiom Investment Management
New York
$1.74M +$28.1K +145 +2%
RS
472
Robeco Schweiz
Switzerland
$1.72M
CEP
473
Chicago Equity Partners
Illinois
$1.72M -$7.17M -37,005 -82%
Cambridge Investment Research Advisors
474
Cambridge Investment Research Advisors
Iowa
$1.72M +$723K +3,735 +84%
PAG
475
Private Advisor Group
New Jersey
$1.71M +$11.2K +58 +0.7%

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.