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S&P Global
SPGI

Overview Fund Activity

707 hedge funds and large institutions have $29B invested in S&P Global in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 283 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+38
Holders Change %
+5.68%
% of All Funds
17.63%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.7%
New
99
Increased
206
Reduced
283
Closed
50
Calls
$91.5M
Puts
$82.8M
Net Calls
+$8.68M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.02B
2
VVP
2
Vulcan Value Partners
Alabama
$158M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$136M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$134M
5
Swedbank
5
Swedbank
Sweden
$101M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Jennison Associates
2
Jennison Associates
New York
$357M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$8.74M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.57B
5
JHIU
5
Janus Henderson Investors US
Colorado
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
501
Anchor Investment Management
South Carolina
$465K -$6.54K -50 -1%
FA
502
FMA Advisory
Pennsylvania
$462K +$462K +3,533 New
FNBOO
503
First National Bank of Omaha
Nebraska
$458K -$6.54K -50 -1%
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$452K – – –
RW
505
Rand Wealth
Maryland
$451K -$93.1K -712 -17%
SAM
506
Silvercrest Asset Management
New York
$450K – – –
TCOV
507
Trust Company of Vermont
Vermont
$448K +$27.5K +210 +7%
ZIC
508
ZWJ Investment Counsel
Georgia
$445K +$445K +3,400 New
PAM
509
Princeton Alpha Management
New Jersey
$435K -$680K -5,204 -61%
CAM
510
CGOV Asset Management
Ontario, Canada
$435K – – –
CCA
511
Checchi Capital Advisers
California
$432K -$35.7K -273 -8%
BCM
512
Bayesian Capital Management
New York
$431K +$431K +3,300 New
WI
513
Wintrust Investments
Illinois
$431K +$431K +3,300 New
BOS
514
Bank of Stockton
California
$428K -$16.3K -125 -4%
LOAME
515
Lombard Odier Asset Management (Europe)
United Kingdom
$426K -$70.7K -541 -14%
ACI
516
Alpha Cubed Investments
California
$425K – – –
OPCM
517
Osborne Partners Capital Management
California
$425K – – –
KM
518
Kalos Management
Georgia
$421K +$129K +987 +44%
VKH
519
Virtu KCG Holdings
New York
$417K -$4.02M -30,747 -91%
N
520
Natixis
France
$408K -$2.52M -19,280 -86%
FCI
521
Financial Counselors Inc
Kansas
$391K +$391K +2,990 New
MRCM
522
M&R Capital Management
New Jersey
$389K – – –
NAMA
523
Nikko Asset Management Americas
New York
$379K – – –
JCM
524
Janney Capital Management
Pennsylvania
$374K – – –
KCM
525
Kanawha Capital Management
Virginia
$371K – – –
19 20
21
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