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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
1
Capital Research Global Investors
California
$318M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B
3
Capital International Investors
3
Capital International Investors
California
$525M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$872M
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$427M

Top Sellers

1
RCWMU
1
Rothschild & Co Wealth Management (UK)
United Kingdom
$389M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$470M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.78B
4
Invesco
4
Invesco
Georgia
$1.37B
5
Citadel Advisors
5
Citadel Advisors
Florida
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$398M +$9.78M +39,902 +3%
Legal & General Group
27
Legal & General Group
United Kingdom
$394M +$6.26M +25,553 +2%
RCWMU
28
Rothschild & Co Wealth Management (UK)
United Kingdom
$389M -$393M -1,606,056 -50%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$384M +$55.1M +224,958 +17%
Allianz Asset Management
30
Allianz Asset Management
Germany
$380M +$9.06M +36,997 +2%
OAG
31
Orbis Allan Gray
Bermuda
$372M -$127M -517,759 -25%
Mawer Investment Management
32
Mawer Investment Management
Alberta, Canada
$367M -$5.14M -20,995 -1%
Principal Financial Group
33
Principal Financial Group
Iowa
$335M -$68.6M -280,120 -17%
Capital Research Global Investors
34
Capital Research Global Investors
California
$318M +$318M +1,296,776 New
Goldman Sachs
35
Goldman Sachs
New York
$304M +$11.7M +47,647 +4%
Bank of America
36
Bank of America
North Carolina
$299M +$13.3M +54,343 +5%
Fayez Sarofim & Co
37
Fayez Sarofim & Co
Texas
$296M +$21.2M +86,643 +8%
VVP
38
Vulcan Value Partners
Alabama
$291M -$70M -285,607 -19%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$288M -$7.94M -32,417 -3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$270M -$38.4M -156,862 -12%
Charles Schwab
41
Charles Schwab
California
$267M +$7.25M +29,592 +3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$254M +$18.9M +77,257 +8%
Ameriprise
43
Ameriprise
Minnesota
$238M -$13M -52,979 -5%
NIPH
44
NN Investment Partners Holdings
Netherlands
$233M -$5.98M -24,422 -3%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$229M +$27.8M +113,669 +14%
Swedbank
46
Swedbank
Sweden
$224M -$8.59M -35,080 -4%
PPA
47
Parametric Portfolio Associates
Washington
$224M +$7.09M +28,923 +3%
Harris Associates
48
Harris Associates
Illinois
$216M +$4.66K +19 +0%
WRF
49
Waddell & Reed Financial
Kansas
$211M -$25.4M -103,585 -11%
UIM
50
USS Investment Management
United Kingdom
$211M -$74.9M -305,765 -26%
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