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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
Ameriprise
26
Ameriprise
Minnesota
$362M -$150M -777,033 -31%
Lazard Asset Management
27
Lazard Asset Management
New York
$357M +$1.43M +7,408 +0.4%
Legal & General Group
28
Legal & General Group
United Kingdom
$331M +$54.6M +281,908 +22%
AllianceBernstein
29
AllianceBernstein
Tennessee
$330M -$62.8M -324,488 -17%
RCWMU
30
Rothschild & Co Wealth Management (UK)
United Kingdom
$327M +$2.48M +12,819 +0.8%
Morgan Stanley
31
Morgan Stanley
New York
$327M -$17.2M -88,785 -5%
Wells Fargo
32
Wells Fargo
California
$296M -$26.7M -138,118 -9%
Allianz Asset Management
33
Allianz Asset Management
Germany
$292M +$25.8M +133,302 +11%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$290M +$376K +1,943 +0.1%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$283M -$20.2M -104,557 -7%
OAG
36
Orbis Allan Gray
Bermuda
$283M +$260M +1,342,352 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$268M -$4.26M -22,016 -2%
Swedbank
38
Swedbank
Sweden
$265M -$16.8M -86,665 -6%
Bank of America
39
Bank of America
North Carolina
$265M +$31M +159,934 +15%
Capital International Investors
40
Capital International Investors
California
$258M +$58.8M +303,539 +33%
UIM
41
USS Investment Management
United Kingdom
$246M
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$223M +$21.2M +109,568 +12%
Charles Schwab
43
Charles Schwab
California
$223M +$15.5M +80,285 +8%
AL
44
AJO LP
Pennsylvania
$221M -$9.16M -47,310 -4%
NIPH
45
NN Investment Partners Holdings
Netherlands
$212M -$11.2M -58,060 -5%
IAM
46
Iridian Asset Management
Connecticut
$208M -$26.4M -136,385 -12%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$208M -$243M -1,254,387 -56%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$207M -$1.19M -6,153 -0.6%
BI
49
BlueSpruce Investments
Illinois
$202M -$31.5M -162,586 -14%
MG
50
Meritage Group
California
$197M -$11.9M -61,395 -6%

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.