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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
526
Ferguson Wellman Capital Management
Oregon
$564K – – –
ZCA
527
Zeke Capital Advisors
Pennsylvania
$564K +$253K +1,619 +81%
FRM
528
Fox Run Management
Connecticut
$563K -$328K -2,100 -37%
CYG
529
Clean Yield Group
Vermont
$563K – – –
FWIA
530
Fort Washington Investment Advisors
Ohio
$563K +$563K +3,600 New
TCM
531
Tuttle Capital Management
Connecticut
$561K +$561K +3,592 New
RW
532
Rand Wealth
Maryland
$557K +$18K +115 +3%
SAM
533
Silvercrest Asset Management
New York
$548K +$9.86K +63 +2%
HHC
534
Hutchin Hill Capital
New York
$547K -$703K -4,500 -56%
VIA
535
Virtus Investment Advisers
Connecticut
$536K -$66.9K -428 -11%
MAM
536
Martingale Asset Management
Massachusetts
$532K +$532K +3,403 New
TCOV
537
Trust Company of Vermont
Vermont
$531K – – –
CANY
538
Caxton Associates (New York)
New York
$516K -$109K -700 -18%
WI
539
Wintrust Investments
Illinois
$516K – – –
TI
540
Trexquant Investment
Connecticut
$515K +$515K +3,297 New
ACI
541
Alpha Cubed Investments
California
$511K +$3.13K +20 +0.6%
LOAME
542
Lombard Odier Asset Management (Europe)
United Kingdom
$509K – – –
OPCM
543
Osborne Partners Capital Management
California
$508K – – –
RIM
544
Rampart Investment Management
Connecticut
$497K +$22.8K +146 +5%
CA
545
Commerzbank Aktiengesellschaft
Germany
$492K +$492K +3,145 New
EP
546
Edgestream Partners
New Jersey
$491K +$491K +3,138 New
FA
547
FMA Advisory
Pennsylvania
$490K +$468 +3 +0.1%
IB
548
Intrust Bank
Kansas
$484K +$36.3K +232 +8%
PK
549
Pflug Koory
Nebraska
$483K – – –
RS
550
Robeco Schweiz
Switzerland
$483K +$94.2K +606 +24%
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