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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
526
Schroder Investment Management Group
United Kingdom
$999K +$999K +5,231 New
BTW
527
Boston Trust Walden
Massachusetts
$992K -$37.8K -198 -4%
ECM
528
Everence Capital Management
Indiana
$980K – – –
TAMH
529
Taikang Asset Management (HK)
Hong Kong
$977K +$675K +3,536 +224%
BAM
530
Belpointe Asset Management
Nevada
$964K +$244K +1,276 +34%
ZCA
531
Zeke Capital Advisors
Pennsylvania
$960K +$229K +1,196 +31%
CA
532
Commerzbank Aktiengesellschaft
Germany
$957K +$430K +2,248 +81%
EM
533
Excalibur Management
Massachusetts
$955K – – –
WC
534
Woodstock Corp
Massachusetts
$950K -$76.5K -400 -7%
BTS
535
BB&T Securities
Virginia
$946K +$81.7K +428 +9%
LWS
536
Lucia Wealth Services
California
$944K +$346K +1,812 +58%
BUB
537
BBVA USA Bancshares
Texas
$943K -$110K -574 -10%
BIAS
538
Beacon Investment Advisory Services
New Jersey
$938K +$938K +4,908 New
DWM
539
Doyle Wealth Management
Florida
$934K +$429K +2,245 +85%
AI
540
Atria Investments
North Carolina
$929K +$204K +1,069 +28%
BAS
541
Brown Advisory Securities
Maryland
$920K -$1.34K -7 -0.1%
TC
542
Toews Corporation
New Jersey
$917K +$917K +4,800 New
Balyasny Asset Management
543
Balyasny Asset Management
Illinois
$915K -$44.7M -233,718 -98%
VIG
544
Vienna Insurance Group
Poland
$908K -$87.5K -458 -9%
PCM
545
Parsons Capital Management
Rhode Island
$901K -$24.3K -127 -3%
CC
546
Cognios Capital
Kansas
$900K +$900K +4,712 New
Federated Hermes
547
Federated Hermes
Pennsylvania
$880K -$1.21M -6,330 -58%
HK
548
Horizon Kinetics
New York
$879K -$100K -525 -10%
WF
549
Welch & Forbes
Massachusetts
$879K -$38.2K -200 -4%
BS
550
Banco Santander
Spain
$877K +$877K +4,589 New
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