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S&P Global
SPGI

Overview Fund Activity

622 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.

Holders
622
Holders Change
+53
Holders Change %
+9.31%
% of All Funds
16.62%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.69%
New
99
Increased
200
Reduced
208
Closed
43
Calls
$94.7M
Puts
$153M
Net Calls
-$58.1M
Net Calls Change
-$78.8M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.7B
2
UIM
2
USS Investment Management
United Kingdom
$153M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$613M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
GE
1
General Electric
Ohio
$0
2
Jennison Associates
2
Jennison Associates
New York
$626M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.06B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$632M
5
UBS AM
5
UBS AM
Illinois
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
526
Davidson & Garrard
Virginia
$219K +$219K +1,734 New
AAM
527
Aureus Asset Management
Massachusetts
$219K +$219K +1,734 New
DJSG
528
D.J. St. Germain
Massachusetts
$215K +$215K +1,700 New
CAN
529
Cetera Advisor Networks
California
$214K +$214K +1,693 New
AIM
530
Arcadia Investment Management
Michigan
$213K – – –
ECM
531
ETrade Capital Management
Virginia
$210K +$210K +1,663 New
NAM
532
North American Management
Massachusetts
$209K +$209K +1,650 New
BFS
533
Bradley Foster & Sargent
Connecticut
$209K +$209K +1,650 New
EP
534
Edgestream Partners
New Jersey
$207K +$207K +1,636 New
BTS
535
BB&T Securities
Virginia
$206K +$206K +1,631 New
PFBT
536
Parkside Financial Bank & Trust
Missouri
$205K – – –
FC
537
FIC Capital
New York
$205K +$205K +1,620 New
CT
538
Chicago Trust
Illinois
$202K -$429K -3,395 -68%
ERIM
539
Eagle Ridge Investment Management
Connecticut
$202K +$202K +1,600 New
WSC
540
Wellington Shields & Co
New York
$202K +$202K +1,600 New
CS
541
Cannell & Spears
New York
$202K +$202K +1,600 New
BIC
542
Beach Investment Counsel
Pennsylvania
$202K +$202K +1,600 New
LA
543
Lau Associates
Delaware
$202K +$202K +1,600 New
ARMT
544
Amica Retiree Medical Trust
Rhode Island
$200K – – –
WT
545
Whittier Trust
California
$185K – – –
CG
546
Cutler Group
California
$184K +$24.7K +196 +16%
GS
547
GAM Systematic
United Kingdom
$182K +$182K +1,439 New
QCG
548
Quadrant Capital Group
Ohio
$178K +$2.23K +18 +1%
WOC
549
West Oak Capital
California
$165K – – –
VCM
550
Versant Capital Management
Arizona
$149K -$4.28K -34 -3%
20 21
22
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