We are live on ! Find out more
SPGI icon

S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
476
Fox Run Management
Connecticut
$832K +$791K +5,700 New
BUB
477
BBVA USA Bancshares
Texas
$824K -$21.9K -158 -3%
BBHC
478
Brown Brothers Harriman & Co
New York
$821K
WC
479
Woodstock Corp
Massachusetts
$805K -$13.9K -100 -2%
SSA
480
Schonfeld Strategic Advisors
New York
$799K -$788K -5,673 -51%
BCM
481
Brookstone Capital Management
Illinois
$795K +$7.78K +56 +1%
AFS
482
Amtrust Financial Services
New York
$774K
GIP
483
Granite Investment Partners
California
$772K
HCM
484
Highbridge Capital Management
New York
$761K +$724K +5,211 New
WF
485
Welch & Forbes
Massachusetts
$759K -$1.25K -9 -0.2%
HK
486
Horizon Kinetics
New York
$756K -$6.94K -50 -1%
GCP
487
GSA Capital Partners
United Kingdom
$744K -$871K -6,273 -55%
PI
488
Putnam Investments
Massachusetts
$741K -$36.7K -264 -5%
TSS
489
Two Sigma Securities
New York
$738K +$317K +2,280 +82%
EM
490
Excalibur Management
Massachusetts
$730K
LS
491
Livforsakringsbolaget Skandia
Sweden
$725K
HCMT
492
Highland Capital Management (Tennessee)
Tennessee
$717K -$8.61K -62 -1%
DWM
493
Doyle Wealth Management
Florida
$714K +$833 +6 +0.1%
PCM
494
Parsons Capital Management
Rhode Island
$707K +$672K +4,843 New
PIM
495
Penobscot Investment Management
Massachusetts
$706K +$442K +3,185 +193%
JG
496
Jefferies Group
New York
$704K -$1.77M -12,768 -73%
BAS
497
Brown Advisory Securities
Maryland
$692K -$555 -4 -0.1%
RMCM
498
Reynders McVeigh Capital Management
Massachusetts
$686K -$83.3K -600 -11%
PAG
499
Private Advisor Group
New Jersey
$675K +$304K +2,190 +93%
CSM
500
CAMG Solamere Management
North Carolina
$673K +$47.2K +340 +8%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.