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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
526
Stephens Inc
Arkansas
$1.13M +$199K +1,028 +24%
Fiera Capital (Canada)
527
Fiera Capital (Canada)
Quebec, Canada
$1.12M -$296K -1,531 -22%
Truist Financial
528
Truist Financial
North Carolina
$1.12M -$8.52K -44 -0.8%
NEI
529
Northwest & Ethical Investments
Ontario, Canada
$1.12M -$19.9K -103 -2%
RJT
530
Raymond James Trust
Florida
$1.1M +$1.74K +9 +0.2%
NPA
531
Nichols & Pratt Advisers
Massachusetts
$1.09M -$136K -700 -12%
ECM
532
Everence Capital Management
Indiana
$1.08M
QI
533
QS Investors
New York
$1.07M -$34.5K -178 -3%
WCM
534
Whitener Capital Management
North Carolina
$1.07M -$19.4K -100 -2%
BTW
535
Boston Trust Walden
Massachusetts
$1.06M -$6.97K -36 -0.7%
EM
536
Excalibur Management
Massachusetts
$1.05M
MCIM
537
Meadow Creek Investment Management
Georgia
$1.05M +$201K +1,040 +26%
AI
538
Atria Investments
North Carolina
$1.05M +$16.7K +86 +2%
KRSITF
539
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M -$3.87K -20 -0.4%
BUB
540
BBVA USA Bancshares
Texas
$1.03M +$31.6K +163 +3%
AP
541
Appleton Partners
Massachusetts
$1.02M -$107K -550 -10%
EA
542
Emerald Advisers
Pennsylvania
$1.01M +$267K +1,380 +40%
PA
543
Profund Advisors
Maryland
$1.01M +$60.2K +311 +7%
OC
544
Oppenheimer & Co
New York
$1M
AT
545
Arden Trust
Delaware
$991K -$96.8K -500 -10%
Wolverine Trading
546
Wolverine Trading
Illinois
$990K +$911K +4,702 New
AWM
547
Avitas Wealth Management
California
$971K -$55.2K -285 -6%
HI
548
HBK Investments
Texas
$969K -$3.55M -18,306 -80%
PCM
549
Parsons Capital Management
Rhode Island
$964K -$16.8K -87 -2%
CB
550
Chemical Bank
Michigan
$959K

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.