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S&P Global
SPGI

Overview Fund Activity

707 hedge funds and large institutions have $29B invested in S&P Global in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 283 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+38
Holders Change %
+5.68%
% of All Funds
17.63%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.7%
New
99
Increased
206
Reduced
283
Closed
50
Calls
$91.5M
Puts
$82.8M
Net Calls
+$8.68M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.02B
2
VVP
2
Vulcan Value Partners
Alabama
$158M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$136M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$134M
5
Swedbank
5
Swedbank
Sweden
$101M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Jennison Associates
2
Jennison Associates
New York
$357M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$8.74M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.57B
5
JHIU
5
Janus Henderson Investors US
Colorado
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSM
476
CAMG Solamere Management
North Carolina
$564K – – –
PTC
477
Private Trust Company
Ohio
$563K – – –
IR
478
Invictus RG
Bermuda
$553K +$537K +4,111 +3,398%
TH
479
Timber Hill
Connecticut
$542K -$591K -4,527 -52%
AP
480
Advisor Partners
California
$542K +$160K +1,222 +42%
PCMC
481
Paragon Capital Management (Colorado)
Colorado
$540K +$540K +4,130 New
TMAM
482
Tokio Marine Asset Management
Japan
$539K -$166K -1,271 -24%
DK
483
Darrell & King
Virginia
$536K – – –
PGFC
484
Peapack-Gladstone Financial Corp
New Jersey
$529K – – –
Fuller & Thaler Asset Management
485
Fuller & Thaler Asset Management
California
$529K – – –
BHWM
486
Bar Harbor Wealth Management
New Hampshire
$526K -$28.7K -220 -5%
OC
487
Oppenheimer & Co
New York
$523K -$1.83K -14 -0.3%
MF
488
Magnetar Financial
Illinois
$522K +$522K +3,993 New
IRF
489
IBM Retirement Fund
New York
$513K -$3.81M -21,838 -88%
CA
490
Commerzbank Aktiengesellschaft
Germany
$510K -$78.4K -600 -13%
QI
491
QS Investors
New York
$503K – – –
HPIA
492
Hamilton Point Investment Advisors
North Carolina
$497K – – –
BBA
493
BLB&B Advisors
Pennsylvania
$496K – – –
CTC
494
Central Trust Company
Missouri
$495K +$12.6K +96 +3%
LCM
495
Landscape Capital Management
New Jersey
$490K – – –
MCM
496
Maple Capital Management
Vermont
$487K – – –
FWCM
497
Ferguson Wellman Capital Management
Oregon
$472K – – –
CYG
498
Clean Yield Group
Vermont
$471K -$78.5K -600 -14%
JIM
499
Jupiter Investment Management
United Kingdom
$470K +$470K +3,600 New
BTS
500
BB&T Securities
Virginia
$466K +$253K +1,939 +119%
18 19
20
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