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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
BlueCrest Capital Management
Jersey
$1.99M +$1.3M +5,191 +178%
HW
502
Hancock Whitney
Mississippi
$1.98M -$4.5K -18 -0.2%
SKK
503
Shepherd Kaplan Krochuk
Massachusetts
$1.96M
TAMH
504
Taikang Asset Management (HK)
Hong Kong
$1.96M
USGIU
505
U.S. Global Investors (USGI)
Texas
$1.93M +$1.97M +7,887 New
AP
506
Advisor Partners
California
$1.92M +$208K +831 +12%
CTC
507
Central Trust Company
Missouri
$1.89M +$230K +921 +14%
MCIM
508
Meadow Creek Investment Management
Georgia
$1.89M -$252K -1,008 -12%
MIH
509
Meitav Investment House
Israel
$1.89M -$1K -4 -0.1%
CI
510
Cigna Investments
Connecticut
$1.89M +$87.5K +350 +5%
NIM
511
NuWave Investment Management
New Jersey
$1.87M +$844K +3,376 +80%
GKFF
512
George Kaiser Family Foundation
Oklahoma
$1.87M -$305K -1,219 -14%
PI
513
Pettee Investors
Connecticut
$1.83M -$100K -400 -5%
TCM
514
Teza Capital Management
Illinois
$1.82M +$1.12M +4,481 +152%
FMBTD
515
First Midwest Bank Trust Division
Illinois
$1.8M
Cambridge Investment Research Advisors
516
Cambridge Investment Research Advisors
Iowa
$1.8M -$343K -1,372 -16%
AMI
517
Amica Mutual Insurance
Rhode Island
$1.79M
AA
518
ALPS Advisors
Colorado
$1.78M -$171K -683 -9%
WT
519
Washington Trust
Rhode Island
$1.74M -$51.2K -205 -3%
DIA
520
Dana Investment Advisors
Wisconsin
$1.74M -$672K -2,689 -27%
AAS
521
Avantax Advisory Services
Texas
$1.72M +$408K +1,634 +30%
Caisse de Depot et Placement du Quebec (CDPQ)
522
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.72M +$1.3M +5,200 +288%
NMIFOAC
523
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.72M +$1.75M +7,000 New
FFA
524
First Foundation Advisors
California
$1.7M -$26.2K -105 -1%
IWS
525
Insight Wealth Strategies
California
$1.69M +$214K +856 +14%