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S&P Global

1,107 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 57

11% more funds holding

Funds holding: 9981,107 (+109)

10% more capital invested

Capital invested by funds: $50.2B → $55.4B (+$5.26B)

2% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 372

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

0.04% less ownership

Funds ownership: 83.16%83.11% (-0.04%)

32% less call options, than puts

Call options by funds: $266M | Put options by funds: $394M

Holders
1,107
Holders Change
+109
Holders Change %
+10.92%
% of All Funds
21.81%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.99%
New
184
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$447M +$7.36M +28,317 +2%
Morgan Stanley
27
Morgan Stanley
New York
$444M -$16.1M -61,853 -4%
RCWMU
28
Rothschild & Co Wealth Management (UK)
United Kingdom
$433M -$817K -3,144 -0.2%
Mawer Investment Management
29
Mawer Investment Management
Alberta, Canada
$430M +$20.7M +79,517 +5%
Ameriprise
30
Ameriprise
Minnesota
$404M +$132M +506,941 +52%
Capital Research Global Investors
31
Capital Research Global Investors
California
$382M +$26.3M +101,268 +8%
AllianceBernstein
32
AllianceBernstein
Tennessee
$355M +$51.5M +198,123 +18%
OAG
33
Orbis Allan Gray
Bermuda
$341M -$70.3M -270,504 -18%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$330M -$1.3K -5 -0%
Bank of America
35
Bank of America
North Carolina
$330M -$3.53M -13,600 -1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$322M +$368K +1,416 +0.1%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311M +$74.7M +287,358 +34%
Principal Financial Group
38
Principal Financial Group
Iowa
$303M -$66.8M -257,162 -19%
Charles Schwab
39
Charles Schwab
California
$300M +$1.91M +7,346 +0.7%
NIPH
40
NN Investment Partners Holdings
Netherlands
$271M +$11M +42,372 +4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$262M -$20.4M -78,629 -8%
PPA
42
Parametric Portfolio Associates
Washington
$254M +$5.03M +19,345 +2%
Harris Associates
43
Harris Associates
Illinois
$235M -$5.19M -19,974 -2%
UBS AM
44
UBS AM
Illinois
$235M +$7.82M +30,110 +4%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$232M +$3.14M +12,094 +1%
FAM
46
Fred Alger Management
New York
$228M +$3.72M +14,306 +2%
Swedbank
47
Swedbank
Sweden
$227M -$20.6M -79,243 -9%
VVP
48
Vulcan Value Partners
Alabama
$227M -$92.8M -357,062 -30%
Deutsche Bank
49
Deutsche Bank
Germany
$223M -$449M -1,727,337 -68%
TP
50
Third Point
New York
$218M

SPGI Hedge Fund Activity: Q4 2019 in Review

1,107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2019, worth a combined $55.4B — up 10% from $50.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SPGI positions and 57 closed out — a net gain of 127 holders — while 381 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $544M sold.

  • 1,107 institutional investors held S&P Global (SPGI) as of Q4 2019, up from 998 in Q3 2019.
  • Funds reported $55.4B of S&P Global stock for Q4 2019, up 10% quarter-over-quarter.
  • 184 funds opened new S&P Global positions in Q4 2019 and 57 closed out, a net change of +127 holders.
  • The largest S&P Global buyer in Q4 2019 was BlackRock, an estimated $469M added.
  • The largest S&P Global seller in Q4 2019 was Veritas Asset Management, an estimated $544M sold.

Based on aggregated 13F filings for Q4 2019.