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S&P Global

908 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, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
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
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$308M -$20.3M -98,475 -6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$303M +$56.4M +273,446 +21%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$303M +$25.8M +125,192 +9%
FAM
29
Fred Alger Management
New York
$287M +$18.6M +89,947 +7%
Wells Fargo
30
Wells Fargo
California
$285M +$30.6M +148,011 +11%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$280M +$30.3M +146,751 +11%
TCIM
32
TIAA CREF Investment Management
New York
$279M -$8.88M -43,036 -3%
MWNA
33
Marshall Wace North America
New York
$271M +$16.9M +81,878 +6%
Capital World Investors
34
Capital World Investors
California
$269M +$284M +1,376,818 New
Allianz Asset Management
35
Allianz Asset Management
Germany
$259M +$9.89M +47,934 +4%
APG Asset Management
36
APG Asset Management
Netherlands
$256M +$112M +544,400 +56%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$256M -$12.4M -60,207 -4%
Bank of America
38
Bank of America
North Carolina
$233M -$33.9K -164 -0%
Legal & General Group
39
Legal & General Group
United Kingdom
$231M +$6.01M +29,114 +3%
VVP
40
Vulcan Value Partners
Alabama
$225M +$2.51M +12,157 +1%
TP
41
Tesuji Partners
New Jersey
$208M
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203M +$36.4M +176,574 +20%
RCWMU
43
Rothschild & Co Wealth Management (UK)
United Kingdom
$199M +$2.21M +10,702 +1%
TP
44
Third Point
New York
$192M -$65M -315,100 -24%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$190M +$18.5M +89,575 +10%
AL
46
AJO LP
Pennsylvania
$189M +$48.8M +236,184 +32%
IAM
47
Iridian Asset Management
Connecticut
$189M -$134M -647,393 -40%
UIM
48
USS Investment Management
United Kingdom
$189M +$38.8M +188,210 +24%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$187M +$7.02K +34 +0%
Charles Schwab
50
Charles Schwab
California
$186M +$4.9M +23,746 +3%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.