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S&P Global
SPGI

Overview Fund Activity

892 hedge funds and large institutions have $35.6B invested in S&P Global in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 283 increasing their positions, 355 reducing their positions, and 118 closing their positions.

Holders
892
Holders Change
-15
Holders Change %
-1.65%
% of All Funds
19.91%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.91%
New
111
Increased
283
Reduced
355
Closed
118
Calls
$85.5M
Puts
$54.3M
Net Calls
+$31.3M
Net Calls Change
-$38.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.48B
2
VAM
2
Veritas Asset Management
United Kingdom
$359M
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$347M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$287M
5
Jennison Associates
5
Jennison Associates
New York
$716M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$774M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$668M
3
Capital World Investors
3
Capital World Investors
California
$27.6M
4
BlackRock
4
BlackRock
New York
$2.9B
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$298M 1,756,379 -677,483 -28%
Goldman Sachs
27
Goldman Sachs
New York
$295M 1,733,504 -496,289 -22%
Lazard Asset Management
28
Lazard Asset Management
New York
$287M 1,686,260 +1,368,467 +431%
Morgan Stanley
29
Morgan Stanley
New York
$279M 1,641,470 +30,612 +2%
Wells Fargo
30
Wells Fargo
California
$262M 1,542,573 +85,580 +6%
RCWMU
31
Rothschild & Co Wealth Management (UK)
United Kingdom
$262M 1,541,463 +523,753 +51%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$246M 1,448,732 +13,421 +0.9%
TCIM
33
TIAA CREF Investment Management
New York
$243M 1,428,442 -369 -0%
APG Asset Management
34
APG Asset Management
Netherlands
$237M 1,592,277 +68,600 +5%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$234M 1,377,729 +402,840 +41%
Swedbank
36
Swedbank
Sweden
$227M 1,346,453 +416,580 +45%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$220M 1,292,596 -16,962 -1%
Legal & General Group
38
Legal & General Group
United Kingdom
$219M 1,291,174 +107,927 +9%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$215M 1,262,359 -289,388 -19%
Allianz Asset Management
40
Allianz Asset Management
Germany
$213M 1,252,837 -70,409 -5%
UIM
41
USS Investment Management
United Kingdom
$198M 1,166,695 +200,000 +21%
IAM
42
Iridian Asset Management
Connecticut
$191M 1,123,301 +156,354 +16%
BI
43
BlueSpruce Investments
Illinois
$191M 1,121,739 +640,189 +133%
AL
44
AJO LP
Pennsylvania
$187M 1,098,561 +130,262 +13%
Bank of America
45
Bank of America
North Carolina
$187M 1,097,660 -97,082 -8%
NIPH
46
NN Investment Partners Holdings
Netherlands
$181M 1,064,570 +143,532 +16%
MG
47
Meritage Group
California
$169M 997,351 +152,141 +18%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$166M 988,460 +166,960 +20%
Charles Schwab
49
Charles Schwab
California
$166M 976,901 +25,555 +3%
Fayez Sarofim & Co
50
Fayez Sarofim & Co
Texas
$161M 948,880 -7,674 -0.8%
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