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S&P Global

752 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, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% 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
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$561K -$25K -180 -4%
HPIA
527
Hamilton Point Investment Advisors
North Carolina
$555K
CWM
528
Cornerstone Wealth Management
Missouri
$554K +$518K +3,731 New
AIM
529
Anchor Investment Management
South Carolina
$552K +$30.5K +220 +6%
WMSA
530
Weiss Multi-Strategy Advisers
New York
$548K -$5.47M -39,428 -91%
DK
531
Darrell & King
Virginia
$547K -$48.6K -350 -9%
MCM
532
Maple Capital Management
Vermont
$544K
ZIC
533
ZWJ Investment Counsel
Georgia
$540K +$41.7K +300 +9%
CYG
534
Clean Yield Group
Vermont
$538K
FWCM
535
Ferguson Wellman Capital Management
Oregon
$527K
AI
536
Atria Investments
North Carolina
$524K +$254K +1,830 +104%
FNBOO
537
First National Bank of Omaha
Nebraska
$511K
HW
538
Hancock Whitney
Mississippi
$505K +$480K +3,460 New
RW
539
Rand Wealth
Maryland
$504K
SAM
540
Silvercrest Asset Management
New York
$502K
TCOV
541
Trust Company of Vermont
Vermont
$496K -$3.06K -22 -0.6%
KM
542
Kalos Management
Georgia
$488K +$17.1K +123 +4%
WI
543
Wintrust Investments
Illinois
$482K
CB
544
Chemical Bank
Michigan
$482K +$106K +765 +30%
LOAME
545
Lombard Odier Asset Management (Europe)
United Kingdom
$476K
ACI
546
Alpha Cubed Investments
California
$474K
OPCM
547
Osborne Partners Capital Management
California
$474K
LTFS
548
Ladenburg Thalmann Financial Services
Florida
$465K +$101K +726 +30%
BOS
549
Bank of Stockton
California
$463K -$13.9K -100 -3%
PK
550
Pflug Koory
Nebraska
$450K +$67.6K +487 +19%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.