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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
501
Aurora Investment Counsel
Georgia
$1.29M -$996K -5,215 -44%
MERSOM
502
Municipal Employees' Retirement System of Michigan
Michigan
$1.27M – – –
CONA
503
Capital One National Association
New York
$1.27M +$342K +1,787 +37%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$1.25M -$53.5K -280 -4%
CC
505
ClearArc Capital
Ohio
$1.24M -$9.94K -52 -0.8%
TH
506
Timber Hill
Connecticut
$1.21M -$57.5K -301 -5%
IRF
507
IBM Retirement Fund
New York
$1.2M -$30.2K -158 -2%
AT
508
Arden Trust
Delaware
$1.2M – – –
NPA
509
Nichols & Pratt Advisers
Massachusetts
$1.18M -$11.5K -60 -1%
PTC
510
Private Trust Company
Ohio
$1.17M – – –
EWM
511
Elite Wealth Management
Washington
$1.15M +$79.5K +416 +7%
ICM
512
IMS Capital Management
Oregon
$1.15M – – –
ROTUOC
513
Regents of the University of California
California
$1.15M – – –
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.11M -$183K -959 -14%
EGM
515
Engineers Gate Manager
New York
$1.11M -$3.54M -18,514 -76%
KCM
516
Kendall Capital Management
Maryland
$1.11M +$500K +2,619 +83%
BCM
517
Brookstone Capital Management
Illinois
$1.1M +$35K +183 +3%
SI
518
Stephens Inc
Arkansas
$1.1M +$118K +617 +12%
SAM
519
Symphony Asset Management
California
$1.1M +$1.1M +5,736 New
WCM
520
Whitener Capital Management
North Carolina
$1.07M – – –
AAP
521
Aristotle Atlantic Partners
Florida
$1.04M – – –
AP
522
Advisor Partners
California
$1.04M +$33.8K +177 +3%
William Blair & Company
523
William Blair & Company
Illinois
$1.03M +$143K +746 +16%
Cambridge Investment Research Advisors
524
Cambridge Investment Research Advisors
Iowa
$1M +$118K +616 +13%
CMBA
525
C.M. Bidwell & Associates
Hawaii
$1M +$1M +5,235 New
19 20
21
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