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S&P Global

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0%85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
Reduced
Closed
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
501
West Oak Capital
California
$139K +$140K +1,300 New
CG
502
Cutler Group
California
$135K +$136K +1,263 New
VCM
503
Versant Capital Management
Arizona
$130K +$131K +1,218 New
FMLI
504
Fukoku Mutual Life Insurance
Japan
$129K +$129K +1,200 New
Fuller & Thaler Asset Management
505
Fuller & Thaler Asset Management
California
$113K +$113K +1,050 New
JWM
506
Jacobus Wealth Management
Wisconsin
$107K +$107K +1,000 New
GLI
507
Guardian Life Insurance
New York
$106K +$106K +989 New
JG
508
Jefferies Group
New York
$102K +$102K +955 New
ASN
509
Advisory Services Network
Georgia
$97K +$96.6K +900 New
TC
510
Trust Company
Kansas
$86K +$85.9K +800 New
FFC
511
First Financial Corp
Indiana
$83K +$83.7K +780 New
BL
512
Balentine LLC
Georgia
$80K +$80.5K +750 New
S
513
SignatureFD
Georgia
$79K +$79.4K +740 New
FMT
514
First Mercantile Trust
Tennessee
$78K +$77.8K +725 New
FMA
515
FNY Managed Accounts
New York
$77.3K +$77.4K +721 New
SAMC
516
Shinko Asset Management Company
Japan
$76K +$75.9K +707 New
SSB
517
Sandy Spring Bank
Maryland
$75K +$75.1K +700 New
MFS
518
MSI Financial Services
Massachusetts
$69K +$69.4K +647 New
CFA
519
Carroll Financial Associates
North Carolina
$69K +$69.9K +651 New
FHA
520
First Horizon Advisors
Tennessee
$55K +$55.3K +515 New
AssetMark Inc
521
AssetMark Inc
California
$55K +$55.4K +516 New
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K +$49.6K +462 New
PFO
523
Pathstone Family Office
New Jersey
$49K +$48.7K +454 New
CFA
524
CT Financial Advisors
Pennsylvania
$42.9K +$42.9K +400 New
TSW
525
Thompson Siegel & Walmsley
Virginia
$41K +$41.1K +383 New

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.