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S&P Global
SPGI

Overview Fund Activity

622 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+53
Holders Change %
+9.31%
% of All Funds
16.62%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.69%
New
99
Increased
200
Reduced
208
Closed
43
Calls
$94.7M
Puts
$153M
Net Calls
-$58.1M
Net Calls Change
-$78.8M

Top Buyers

1
State Street
State Street
Massachusetts
$1.7B
2
UIM
USS Investment Management
United Kingdom
$153M
3
Citadel Advisors
Citadel Advisors
Florida
$89.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$613M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
GE
General Electric
Ohio
$0
2
Jennison Associates
Jennison Associates
New York
$626M
3
Morgan Stanley
Morgan Stanley
New York
$1.06B
4
ECU
Egerton Capital (UK)
United Kingdom
$632M
5
UBS AM
UBS AM
Illinois
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
501
Alpha Windward
Massachusetts
$279K -$11.2K -88 -4%
IA
502
IFP Advisors
Florida
$279K +$4.69K +37 +2%
PL
503
Parkwood LLC
Ohio
$277K +$277K +2,186 New
SI
504
Scout Investments
Missouri
$277K +$277K +2,189 New
WPC
505
Waters Parkerson & Co
Louisiana
$266K – – –
FMLI
506
Fukoku Mutual Life Insurance
Japan
$266K +$114K +900 +75%
ACA
507
Anchor Capital Advisors
Massachusetts
$262K – – –
BFM
508
Boothbay Fund Management
New York
$261K +$261K +2,066 New
CA
509
Commerzbank Aktiengesellschaft
Germany
$260K -$619K -4,893 -70%
FWM
510
Frontier Wealth Management
Missouri
$260K +$260K +2,056 New
SWA
511
Sutton Wealth Advisors
Florida
$257K – – –
SCM
512
Shelton Capital Management
Colorado
$256K -$380 -3 -0.1%
TBA
513
Train Babcock Advisors
New York
$253K – – –
NB
514
NBT Bank
New York
$253K – – –
SNT
515
Security National Trust
West Virginia
$248K – – –
CL
516
CPWM LLC
Washington
$247K +$247K +1,953 New
CCM
517
Cribstone Capital Management
Maine
$245K – – –
SI
518
SII Investments
Wisconsin
$240K – – –
NPC
519
National Planning Corporation
California
$239K +$251 +2 +0.1%
HAG
520
HighPoint Advisor Group
Illinois
$238K +$238K +1,921 New
FTIOP
521
Fiduciary Trust International of Pennsylvania
Pennsylvania
$234K +$234K +1,850 New
WTB
522
Washington Trust Bank
Washington
$232K +$232K +1,834 New
SPWA
523
SteelBridge Private Wealth Advisors
Florida
$230K – – –
NO
524
Ninety One
South Africa
$228K +$228K +1,801 New
PVWM
525
Point View Wealth Management
New Jersey
$219K +$219K +1,733 New
19 20
21
22 23