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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
501
Boston Trust Walden
Massachusetts
$671K +$638K +4,593 New
BOH
502
Bank of Hawaii
Hawaii
$670K +$416K +2,995 +188%
BBA
503
BLB&B Advisors
Pennsylvania
$666K +$107K +770 +20%
PSUF
504
People's United Financial
Connecticut
$658K -$27.8K -200 -4%
DSI
505
Daiwa SB Investments
Japan
$655K -$76.4K -550 -11%
RSS
506
Rosenblum Silverman Sutton
California
$654K
CG
507
Clinton Group
New York
$649K +$617K +4,444 New
AP
508
Advisor Partners
California
$636K +$29.3K +211 +5%
William Blair & Company
509
William Blair & Company
Illinois
$633K +$207K +1,491 +52%
PIM
510
Progressive Investment Management
Oregon
$633K +$602K +4,337 New
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$631K +$523K +3,766 +679%
QI
512
QS Investors
New York
$627K +$62.1K +447 +12%
Jane Street
513
Jane Street
New York
$619K +$288K +2,074 +96%
BTS
514
BB&T Securities
Virginia
$615K +$89.3K +643 +18%
PTC
515
Private Trust Company
Ohio
$614K -$14K -101 -2%
CTC
516
Central Trust Company
Missouri
$608K +$52.8K +380 +10%
CAM
517
Congress Asset Management
Massachusetts
$600K -$120K -863 -17%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$591K
Fuller & Thaler Asset Management
519
Fuller & Thaler Asset Management
California
$591K
Cambridge Investment Research Advisors
520
Cambridge Investment Research Advisors
Iowa
$588K -$69.8K -503 -11%
OC
521
Oppenheimer & Co
New York
$584K
CANY
522
Caxton Associates (New York)
New York
$584K +$555K +4,000 New
GIA
523
Guyasuta Investment Advisors
Pennsylvania
$581K +$72.6K +523 +15%
BC
524
Burney Company
Virginia
$568K +$540K +3,890 New
VIA
525
Virtus Investment Advisers
Connecticut
$563K -$270K -1,941 -33%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.