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S&P Global
SPGI

Overview Fund Activity

997 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, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
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
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
501
Hancock Whitney
Mississippi
$1.98M -$4.41K -18 -0.2%
SKK
502
Shepherd Kaplan Krochuk
Massachusetts
$1.96M – – –
TAMH
503
Taikang Asset Management (HK)
Hong Kong
$1.96M – – –
USGIU
504
U.S. Global Investors (USGI)
Texas
$1.93M +$1.93M +7,887 New
AP
505
Advisor Partners
California
$1.92M +$204K +831 +12%
CTC
506
Central Trust Company
Missouri
$1.89M +$226K +921 +14%
MCIM
507
Meadow Creek Investment Management
Georgia
$1.89M -$247K -1,008 -12%
MIH
508
Meitav Investment House
Israel
$1.89M -$1.02K -4 -0.1%
CI
509
Cigna Investments
Connecticut
$1.89M +$90.3K +350 +5%
NIM
510
NuWave Investment Management
New Jersey
$1.87M +$829K +3,376 +80%
GKFF
511
George Kaiser Family Foundation
Oklahoma
$1.87M -$299K -1,219 -14%
PI
512
Pettee Investors
Connecticut
$1.84M -$98K -400 -5%
TCM
513
Teza Capital Management
Illinois
$1.82M +$1.1M +4,481 +152%
FMBTD
514
First Midwest Bank Trust Division
Illinois
$1.8M – – –
Cambridge Investment Research Advisors
515
Cambridge Investment Research Advisors
Iowa
$1.8M -$336K -1,372 -16%
AMI
516
Amica Mutual Insurance
Rhode Island
$1.79M – – –
AA
517
ALPS Advisors
Colorado
$1.78M -$167K -683 -9%
WT
518
Washington Trust
Rhode Island
$1.74M -$52.9K -205 -3%
DIA
519
Dana Investment Advisors
Wisconsin
$1.74M -$659K -2,689 -27%
AAS
520
Avantax Advisory Services
Texas
$1.72M +$400K +1,634 +30%
Caisse de Depot et Placement du Quebec (CDPQ)
521
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.72M +$1.27M +5,200 +288%
NMIFOAC
522
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.72M +$1.72M +7,000 New
FFA
523
First Foundation Advisors
California
$1.7M -$25.7K -105 -1%
IWS
524
Insight Wealth Strategies
California
$1.69M +$210K +856 +14%
VLC
525
Van Leeuwen & Company
New Jersey
$1.69M -$851K -3,473 -34%
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