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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
501
Argent Trust Co
Tennessee
$2.5M -$63.6K -233 -2%
CAC
502
Certified Advisory Corp
Florida
$2.44M +$62.5K +229 +3%
FC
503
FORA Capital
Florida
$2.44M +$2.44M +8,927 New
PS
504
Pensionfund Sabic
Netherlands
$2.43M -$218K -800 -8%
WSC
505
Wellington Shields & Co
New York
$2.43M +$2.43M +8,900 New
AIL
506
AGF Investments LLC
Ontario, Canada
$2.41M -$461K -1,689 -16%
PG
507
Pendal Group
Australia
$2.38M -$398K -1,457 -14%
AP
508
Advisor Partners
California
$2.38M +$69.2K +235 +3%
LFA
509
Lighthouse Financial Advisors
Maryland
$2.34M +$2.34M +8,576 New
OAM
510
Optimal Asset Management
California
$2.33M +$2.33M +8,533 New
KCM
511
Kendall Capital Management
Maryland
$2.33M +$60.1K +220 +3%
ACA
512
Aptus Capital Advisors
Alabama
$2.33M +$2.33M +8,519 New
MUAMU
513
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.32M -$409K -1,500 -15%
BCV
514
Banque Cantonale Vaudoise
Switzerland
$2.31M +$2.31M +8,443 New
NIT
515
NumerixS Investment Technologies
British Columbia, Canada
$2.29M +$792K +2,900 +53%
SGA
516
Strategic Global Advisors
California
$2.29M -$21.6K -79 -0.9%
PFP
517
Pinnacle Financial Partners
Tennessee
$2.28M -$8.74K -32 -0.4%
NA
518
Navellier & Associates
Nevada
$2.28M -$130K -477 -5%
CIA
519
Choate Investment Advisors
Massachusetts
$2.27M – – –
ACM
520
Ativo Capital Management
Illinois
$2.25M -$13.9K -51 -0.6%
NC
521
Northcape Capital
Australia
$2.23M -$151K -555 -6%
HW
522
Hancock Whitney
Mississippi
$2.2M -$4.64K -17 -0.2%
PI
523
Pettee Investors
Connecticut
$2.2M +$150K +550 +7%
Federated Hermes
524
Federated Hermes
Pennsylvania
$2.19M +$1.31M +4,798 +149%
SKK
525
Shepherd Kaplan Krochuk
Massachusetts
$2.19M – – –
19 20
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