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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
AllianceBernstein
Tennessee
$389M
3
American Century Companies
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$898M
2
IFP
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
476
Woodstock Corp
Massachusetts
$850K -$11.7K -75 -1%
HCM
477
Highbridge Capital Management
New York
$833K +$18.6K +119 +2%
AFS
478
Amtrust Financial Services
New York
$828K – – –
PIM
479
Partner Investment Management
California
$819K -$74.6K -477 -8%
HK
480
Horizon Kinetics
New York
$801K -$7.81K -50 -1%
NC
481
Northcape Capital
Australia
$786K -$106K -681 -12%
ZIC
482
ZWJ Investment Counsel
Georgia
$785K +$207K +1,321 +36%
EM
483
Excalibur Management
Massachusetts
$782K – – –
LS
484
Livforsakringsbolaget Skandia
Sweden
$776K – – –
DSI
485
Daiwa SB Investments
Japan
$767K +$65.6K +420 +9%
PCM
486
Parsons Capital Management
Rhode Island
$757K -$156 -1 -0%
WF
487
Welch & Forbes
Massachusetts
$750K -$62.5K -400 -8%
BBHC
488
Brown Brothers Harriman & Co
New York
$740K -$139K -892 -16%
BAS
489
Brown Advisory Securities
Maryland
$740K – – –
PI
490
Putnam Investments
Massachusetts
$734K -$58.8K -376 -7%
SI
491
Stephens Inc
Arkansas
$733K +$733K +4,690 New
AP
492
Advisor Partners
California
$732K +$50.9K +326 +7%
AIM
493
Achmea Investment Management
Netherlands
$728K -$1.01M -6,482 -58%
CSM
494
CAMG Solamere Management
North Carolina
$722K – – –
BOH
495
Bank of Hawaii
Hawaii
$718K +$781 +5 +0.1%
BBA
496
BLB&B Advisors
Pennsylvania
$713K – – –
CIC
497
Cutler Investment Counsel
Oregon
$712K +$712K +4,556 New
Cambridge Investment Research Advisors
498
Cambridge Investment Research Advisors
Iowa
$711K +$81.3K +520 +13%
RSS
499
Rosenblum Silverman Sutton
California
$700K – – –
William Blair & Company
500
William Blair & Company
Illinois
$693K +$15.6K +100 +2%
18 19
20
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