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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
501
Nomura Holdings
Japan
$1.43M -$116K -597 -8%
Cerity Partners
502
Cerity Partners
New York
$1.42M +$2.9K +15 +0.2%
PCM
503
Prelude Capital Management
New York
$1.41M +$1.08M +5,574 +500%
IG
504
ING Group
Netherlands
$1.41M -$566K -2,922 -30%
ICM
505
IMS Capital Management
Oregon
$1.39M -$65.8K -340 -5%
SCM
506
Sterling Capital Management
North Carolina
$1.38M +$871K +4,500 +221%
TC
507
TAP Consulting
Missouri
$1.35M +$1.24M +6,400 New
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
$1.34M +$1.24M +6,381 New
Wealthfront Advisers
509
Wealthfront Advisers
California
$1.34M +$86K +444 +7%
KA
510
Kintegral Advisory
New York
$1.29M +$606K +3,127 +104%
PTC
511
Private Trust Company
Ohio
$1.29M +$13.6K +70 +1%
CI
512
Conning Inc
Connecticut
$1.28M -$3.87K -20 -0.3%
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$1.24M -$8.33K -43 -0.7%
Simplex Trading
514
Simplex Trading
Illinois
$1.24M +$1.14M +5,891 New
EWM
515
Elite Wealth Management
Washington
$1.23M -$235K -1,215 -17%
RWA
516
River Wealth Advisors
Pennsylvania
$1.22M -$25.2K -130 -2%
Citadel Advisors
517
Citadel Advisors
Florida
$1.22M -$1.2M -6,215 -52%
SAM
518
Silvercrest Asset Management
New York
$1.21M +$542K +2,800 +95%
PWAG
519
Polaris Wealth Advisory Group
California
$1.2M -$87K -449 -7%
CAM
520
Cozad Asset Management
Illinois
$1.18M +$3.87K +20 +0.4%
ECM
521
ETrade Capital Management
Virginia
$1.16M +$83.9K +433 +8%
BBHC
522
Brown Brothers Harriman & Co
New York
$1.16M +$140K +723 +15%
AAP
523
Aristotle Atlantic Partners
Florida
$1.15M
ROTUOC
524
Regents of the University of California
California
$1.15M
BOH
525
Bank of Hawaii
Hawaii
$1.13M -$613K -3,163 -37%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.