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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
501
Highland Capital Management (Tennessee)
Tennessee
$1.42M +$444K +2,273 +46%
ICM
502
IMS Capital Management
Oregon
$1.41M +$21.5K +110 +2%
QSS
503
Quantitative Systematic Strategies
Florida
$1.41M -$1.24M -6,353 -47%
TFA
504
Transamerica Financial Advisors
Florida
$1.4M -$44.4K -227 -3%
EWM
505
Elite Wealth Management
Washington
$1.37M +$3.52K +18 +0.3%
CI
506
Conning Inc
Connecticut
$1.34M -$86.5K -443 -6%
CG
507
Cutler Group
California
$1.34M +$1.16M +5,928 +649%
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
$1.33M +$1.33M +6,826 New
AP
509
Appleton Partners
Massachusetts
$1.33M +$10.9K +56 +0.8%
TAMH
510
Taikang Asset Management (HK)
Hong Kong
$1.33M – – –
ACA
511
Atlas Capital Advisors
Wyoming
$1.31M +$85.7K +438 +7%
TAM
512
Tyers Asset Management
Texas
$1.31M +$115K +588 +10%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$1.29M -$3.32K -17 -0.3%
MME
514
Meag Munich Ergo
Germany
$1.29M +$405K +1,997 +46%
GFPC
515
Global Financial Private Capital
Florida
$1.29M +$333K +1,704 +35%
CC
516
ClearArc Capital
Ohio
$1.27M +$22.7K +116 +2%
RWA
517
River Wealth Advisors
Pennsylvania
$1.26M -$66.8K -342 -5%
QOP
518
Quinn Opportunity Partners
Virginia
$1.24M – – –
DTL
519
Dynamic Technology Lab
Singapore
$1.24M +$1.24M +6,330 New
PA
520
Profund Advisors
Maryland
$1.22M +$34K +174 +3%
BOH
521
Bank of Hawaii
Hawaii
$1.22M -$237K -1,215 -16%
AT
522
Arden Trust
Delaware
$1.21M -$9.96K -51 -0.8%
RS
523
Robeco Schweiz
Switzerland
$1.2M +$163K +800 +16%
Nomura Holdings
524
Nomura Holdings
Japan
$1.19M -$6.89M -34,577 -85%
Truist Financial
525
Truist Financial
North Carolina
$1.19M +$261K +1,335 +28%
19 20
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