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S&P Global

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0%85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
Reduced
Closed
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
526
D.A. Davidson & Co
Montana
$39K +$40.6K +378 New
WAM
527
Wealthspire Advisors (Maryland)
Maryland
$36K +$36.3K +338 New
GXMC
528
Global X Management Company
New York
$33K +$33.2K +309 New
Northwestern Mutual Wealth Management
529
Northwestern Mutual Wealth Management
Wisconsin
$32K +$31.7K +295 New
ARMC
530
American Research & Management Company
Massachusetts
$32K +$32.2K +300 New
BAM
531
Brave Asset Management
New Jersey
$32K +$32.2K +300 New
GAM
532
Gemmer Asset Management
California
$29K +$28.7K +267 New
FANJ
533
Financial Architects (New Jersey)
New Jersey
$25K +$24.8K +231 New
PMFA
534
Plante Moran Financial Advisors
Michigan
$24K +$24.3K +226 New
PCP
535
Proficio Capital Partners
Massachusetts
$23K +$20.1K +187 New
TWA
536
TCI Wealth Advisors
Arizona
$23K +$23K +214 New
EFSCE
537
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$21.6K +201 New
AIM
538
Acrospire Investment Management
Illinois
$21K +$21.5K +200 New
JCM
539
Jacobi Capital Management
Pennsylvania
$21K +$21.5K +200 New
NSIM
540
North Star Investment Management
Illinois
$21K +$21.5K +200 New
ST
541
Smithfield Trust
Pennsylvania
$21K +$21.5K +200 New
CMBA
542
C.M. Bidwell & Associates
Hawaii
$20K +$19.9K +185 New
QAM
543
QCI Asset Management
New York
$16K +$16.1K +150 New
FPFS
544
First Personal Financial Services
North Carolina
$15K +$14.8K +138 New
VIA
545
Vantage Investment Advisors
Pennsylvania
$15K +$15K +140 New
CAW
546
Cornerstone Advisors (Washington)
Washington
$14K +$14.2K +132 New
PCM
547
Penserra Capital Management
California
$11K +$10.6K +99 New
NFG
548
Next Financial Group
Texas
$11K +$11.2K +104 New
GWM
549
Geneos Wealth Management
Colorado
$10K +$10.7K +100 New
WA
550
WealthTrust-Arizona
Arizona
$8K +$8.16K +76 New

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.