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S&P Global
SPGI

Overview Fund Activity

751 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 242 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+44
Holders Change %
+6.22%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
242
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.51B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$255M
3
AL
3
AJO LP
Pennsylvania
$131M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$268M
5
UBS Group
5
UBS Group
Switzerland
$122M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$137M
2
O
2
OppenheimerFunds
New York
$694M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$608M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$8.54M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPIA
526
Hamilton Point Investment Advisors
North Carolina
$555K – – –
CWM
527
Cornerstone Wealth Management
Missouri
$554K +$554K +3,731 New
AIM
528
Anchor Investment Management
South Carolina
$552K +$32.1K +220 +6%
WMSA
529
Weiss Multi-Strategy Advisers
New York
$548K -$5.76M -39,428 -91%
DK
530
Darrell & King
Virginia
$547K -$51.1K -350 -9%
MCM
531
Maple Capital Management
Vermont
$544K – – –
ZIC
532
ZWJ Investment Counsel
Georgia
$540K +$43.8K +300 +9%
CYG
533
Clean Yield Group
Vermont
$538K – – –
FWCM
534
Ferguson Wellman Capital Management
Oregon
$527K – – –
AI
535
Atria Investments
North Carolina
$524K +$267K +1,830 +104%
FNBOO
536
First National Bank of Omaha
Nebraska
$511K – – –
HW
537
Hancock Whitney
Mississippi
$505K +$505K +3,460 New
RW
538
Rand Wealth
Maryland
$504K – – –
SAM
539
Silvercrest Asset Management
New York
$502K – – –
TCOV
540
Trust Company of Vermont
Vermont
$496K -$3.21K -22 -0.6%
KM
541
Kalos Management
Georgia
$488K +$17.9K +123 +4%
WI
542
Wintrust Investments
Illinois
$482K – – –
CB
543
Chemical Bank
Michigan
$482K +$112K +765 +30%
LOAME
544
Lombard Odier Asset Management (Europe)
United Kingdom
$476K – – –
ACI
545
Alpha Cubed Investments
California
$474K – – –
OPCM
546
Osborne Partners Capital Management
California
$474K – – –
LTFS
547
Ladenburg Thalmann Financial Services
Florida
$465K +$106K +726 +30%
BOS
548
Bank of Stockton
California
$463K -$14.6K -100 -3%
PK
549
Pflug Koory
Nebraska
$450K +$71K +487 +19%
RIM
550
Rampart Investment Management
Connecticut
$443K +$340K +2,328 +329%
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