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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
476
Donoghue Forlines
Massachusetts
$2.38M +$2.43M +9,727 New
B
477
Barings
North Carolina
$2.36M +$53.7K +215 +2%
ACM
478
AlphaCrest Capital Management
New York
$2.35M +$232K +929 +11%
ATC
479
Argent Trust Co
Tennessee
$2.3M +$231K +926 +11%
NMIMC
480
Northwestern Mutual Investment Management Company
Wisconsin
$2.3M +$11.2K +45 +0.5%
EWM
481
Evercore Wealth Management
New York
$2.28M
PP
482
Paloma Partners
Connecticut
$2.27M -$4.44M -17,780 -66%
PS
483
Pensionfund Sabic
Netherlands
$2.21M
JG
484
Jefferies Group
New York
$2.16M +$1.89M +7,565 +598%
NA
485
Navellier & Associates
Nevada
$2.16M -$46.5K -186 -2%
NC
486
Northcape Capital
Australia
$2.14M +$257K +1,028 +13%
CAC
487
Certified Advisory Corp
Florida
$2.13M -$61.2K -245 -3%
RS
488
Robeco Schweiz
Switzerland
$2.13M +$118K +471 +6%
ICP
489
IBIS Capital Partners
United Kingdom
$2.09M +$2.02M +8,100 New
SGA
490
Strategic Global Advisors
California
$2.07M -$183K -733 -8%
VF
491
Virtu Financial
New York
$2.06M +$1.58M +6,328 +304%
PFPT
492
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.05M -$23.2K -93 -1%
CIA
493
Choate Investment Advisors
Massachusetts
$2.04M
KCM
494
Kendall Capital Management
Maryland
$2.03M -$12.5K -50 -0.6%
ACM
495
Ativo Capital Management
Illinois
$2.03M -$209K -838 -9%
VIG
496
Vienna Insurance Group
Poland
$2.02M +$160K +641 +8%
Wealthfront Advisers
497
Wealthfront Advisers
California
$2.01M +$128K +512 +7%
Dodge & Cox
498
Dodge & Cox
California
$2.01M
F
499
F3Logic
Minnesota
$2M -$613K -2,452 -23%
WG
500
Winton Group
United Kingdom
$1.99M +$579K +2,318 +40%