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S&P Global
SPGI

Overview Fund Activity

622 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+53
Holders Change %
+9.31%
% of All Funds
16.62%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.69%
New
99
Increased
200
Reduced
208
Closed
43
Calls
$94.7M
Puts
$153M
Net Calls
-$58.1M
Net Calls Change
-$78.8M

Top Buyers

1
State Street
State Street
Massachusetts
$1.7B
2
UIM
USS Investment Management
United Kingdom
$153M
3
Citadel Advisors
Citadel Advisors
Florida
$89.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$613M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
GE
General Electric
Ohio
$0
2
Jennison Associates
Jennison Associates
New York
$626M
3
Morgan Stanley
Morgan Stanley
New York
$1.06B
4
ECU
Egerton Capital (UK)
United Kingdom
$632M
5
UBS AM
UBS AM
Illinois
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
476
Kanawha Capital Management
Virginia
$359K – – –
PSUF
477
People's United Financial
Connecticut
$356K -$4.3K -34 -1%
IIM
478
Intact Investment Management
Quebec, Canada
$354K -$2.67M -21,100 -88%
PM
479
Parametrica Management
Hong Kong
$351K +$351K +2,776 New
GG
480
Gofen & Glossberg
Illinois
$349K -$6.33K -50 -2%
IIC
481
Ironwood Investment Counsel
Arizona
$348K +$348K +2,750 New
TCOV
482
Trust Company of Vermont
Vermont
$342K +$97.2K +770 +40%
WF
483
WealthTrust Fairport
Ohio
$339K +$339K +2,680 New
Members Trust
484
Members Trust
Florida
$337K – – –
CWM
485
Cornerstone Wealth Management
Missouri
$332K +$332K +2,669 New
P
486
Pitcairn
Pennsylvania
$330K +$9.39K +74 +3%
TTWM
487
TCV Trust & Wealth Management
Virginia
$330K +$330K +2,610 New
GLRA
488
Gerald L. Ray & Associates
Texas
$329K – – –
MRCM
489
M&R Capital Management
New Jersey
$313K – – –
ONB
490
Old National Bancorp
Indiana
$310K – – –
MAM
491
Mizuho Asset Management
Japan
$309K -$137K -1,084 -31%
TCIM
492
TIAA CREF Investment Management
New York
$307K +$89.2K +704,754 +41%
UB
493
UMB Bank
Missouri
$307K -$165K -1,307 -35%
BFC
494
Blue Fin Capital
Rhode Island
$302K – – –
LTFS
495
Ladenburg Thalmann Financial Services
Florida
$295K -$54.9K -434 -16%
RCAG
496
Rehmann Capital Advisory Group
Michigan
$291K -$33.8K -267 -10%
Parallax Volatility Advisers
497
Parallax Volatility Advisers
California
$290K -$167K -1,323 -37%
IB
498
Intrust Bank
Kansas
$290K +$4.56K +36 +2%
PP
499
Prudential plc
United Kingdom
$288K +$288K +2,279 New
EMFAT
500
Emerald Mutual Fund Advisers Trust
Pennsylvania
$286K -$34.7K -274 -11%
18 19
20
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