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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 %
SCM
451
Sterling Capital Management
North Carolina
$2.72M +$465K +1,900 +21%
UFF
452
USA Financial Formulas
Michigan
$2.72M +$2.72M +11,112 New
SM
453
Sciencast Management
New Jersey
$2.72M +$1.71M +6,684 +170%
HA
454
Harbor Advisors
Florida
$2.7M – – –
LJAC
455
L.J. Altfest & Co
New York
$2.61M +$245 +1 +0%
DT
456
Diversified Trust
Tennessee
$2.61M +$67.4K +275 +3%
FDS
457
Freedom Day Solutions
Texas
$2.61M +$21.1K +86 +0.8%
NA
458
Neuburgh Advisers
California
$2.6M -$340K -1,386 -12%
FP
459
Factorial Partners
New York
$2.6M – – –
EGM
460
Engineers Gate Manager
New York
$2.58M +$1.59M +6,482 +160%
AIL
461
AGF Investments LLC
Ontario, Canada
$2.58M -$531K -2,168 -17%
PGIM
462
Pacific Global Investment Management
California
$2.57M +$4.66K +19 +0.2%
Daiwa Securities Group
463
Daiwa Securities Group
Japan
$2.56M +$108K +442 +4%
TC
464
TownSquare Capital
Utah
$2.56M -$299K -1,171 -10%
CC
465
Cannell & Co
New York
$2.55M – – –
William Blair & Company
466
William Blair & Company
Illinois
$2.55M +$490 +2 +0%
GIA
467
GHP Investment Advisors
Colorado
$2.54M -$356K -1,455 -12%
PG
468
Pendal Group
Australia
$2.5M -$340K -1,389 -12%
ET
469
Equitable Trust
Tennessee
$2.47M -$1.57M -6,403 -39%
KIA
470
KCM Investment Advisors
California
$2.47M +$4.9K +20 +0.2%
MUAMU
471
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.45M -$490K -2,000 -17%
Assenagon Asset Management
472
Assenagon Asset Management
Luxembourg
$2.43M +$1.92M +7,839 +375%
CTA
473
Chesley Taft & Associates
Illinois
$2.4M +$53.9K +220 +2%
FDCC
474
Foster Dykema Cabot & Co
Massachusetts
$2.39M – – –
DF
475
Donoghue Forlines
Massachusetts
$2.38M +$2.38M +9,727 New
17 18
19
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