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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
476
Hancock Whitney
Mississippi
$1.69M -$4.26K -22 -0.3%
VIG
477
Vienna Insurance Group
Poland
$1.69M -$717K -3,701 -32%
SC
478
Scotia Capital
Ontario, Canada
$1.69M -$185K -954 -11%
SKK
479
Shepherd Kaplan Krochuk
Massachusetts
$1.69M
CA
480
Cornerstone Advisors
North Carolina
$1.68M
BCM
481
BlueCrest Capital Management
Jersey
$1.68M +$1.55M +7,997 New
TAMH
482
Taikang Asset Management (HK)
Hong Kong
$1.68M
PI
483
Pettee Investors
Connecticut
$1.66M -$77.5K -400 -5%
NC
484
Northcape Capital
Australia
$1.66M +$357K +1,844 +31%
AA
485
ALPS Advisors
Colorado
$1.66M +$935K +4,830 +159%
ACM
486
AlphaCrest Capital Management
New York
$1.64M +$1.24M +6,411 +473%
VF
487
Virtu Financial
New York
$1.63M +$1.5M +7,755 New
MYIA
488
Mount Yale Investment Advisors
Colorado
$1.59M +$6.2K +32 +0.4%
LOAMS
489
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.57M -$175K -902 -11%
AIC
490
Aurora Investment Counsel
Georgia
$1.55M +$1.43M +7,364 New
MIH
491
Meitav Investment House
Israel
$1.54M -$2.13K -11 -0.1%
CI
492
Cigna Investments
Connecticut
$1.53M -$38.7K -200 -3%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$1.5M +$56.5K +292 +4%
WG
494
Winton Group
United Kingdom
$1.49M +$210K +1,085 +18%
Bessemer Group
495
Bessemer Group
New Jersey
$1.48M -$257K -1,329 -16%
FFA
496
First Foundation Advisors
California
$1.47M +$91.6K +473 +7%
AP
497
Advisor Partners
California
$1.45M -$43.8K -226 -3%
WT
498
Washington Trust
Rhode Island
$1.45M -$190K -980 -13%
NA
499
Neuburgh Advisers
California
$1.45M +$277K +1,430 +26%
N
500
Nuveen
North Carolina
$1.43M -$904K -4,669 -41%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.