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S&P Global
SPGI

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0% → 85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
–
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
–
Reduced
–
Closed
–
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.79B
3
State Street
State Street
Massachusetts
+$1.21B
4
Morgan Stanley
Morgan Stanley
New York
+$1B
5
Artisan Partners
Artisan Partners
Wisconsin
+$838M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
476
Thomasville National Bank
Georgia
$232K +$232K +2,160 New
IA
477
IFP Advisors
Florida
$232K +$232K +2,164 New
NPC
478
National Planning Corporation
California
$229K +$205K +1,906 New
WPC
479
Waters Parkerson & Co
Louisiana
$225K +$225K +2,100 New
ACA
480
Anchor Capital Advisors
Massachusetts
$222K +$223K +2,074 New
SWA
481
Sutton Wealth Advisors
Florida
$218K +$218K +2,034 New
SPWA
482
SteelBridge Private Wealth Advisors
Florida
$218K +$195K +1,821 New
SCM
483
Shelton Capital Management
Colorado
$217K +$217K +2,022 New
CCM
484
Cribstone Capital Management
Maine
$215K +$215K +2,000 New
NB
485
NBT Bank
New York
$215K +$215K +2,000 New
TBA
486
Train Babcock Advisors
New York
$215K +$215K +2,000 New
SNT
487
Security National Trust
West Virginia
$211K +$210K +1,961 New
TCOV
488
Trust Company of Vermont
Vermont
$208K +$208K +1,940 New
SI
489
SII Investments
Wisconsin
$204K +$204K +1,900 New
AG
490
Advisor Group
Arizona
$192K +$195K +1,817 New
PAIA
491
Park Avenue Institutional Advisers
New York
$180K +$180K +1,676 New
AIM
492
Arcadia Investment Management
Michigan
$180K +$180K +1,680 New
PFBT
493
Parkside Financial Bank & Trust
Missouri
$174K +$174K +1,620 New
ARMT
494
Amica Retiree Medical Trust
Rhode Island
$169K +$169K +1,577 New
FNBT
495
FineMark National Bank & Trust
Florida
$161K +$161K +1,499 New
PHK
496
Point72 Hong Kong
Hong Kong
$161K +$161K +1,500 New
WT
497
Whittier Trust
California
$157K +$157K +1,460 New
MAM
498
Meeder Asset Management
Ohio
$147K +$147K +1,371 New
AIM
499
Advantage Investment Management
Iowa
$146K +$146K +1,364 New
QCG
500
Quadrant Capital Group
Ohio
$146K +$153K +1,422 New
18 19
20
21 22

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.