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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$1.68M -$72K -294 -4%
GCP
527
GSA Capital Partners
United Kingdom
$1.65M +$1.65M +6,723 New
KM
528
Kalos Management
Georgia
$1.64M +$310K +1,264 +23%
TAM
529
Tiverton Asset Management
Delaware
$1.61M -$312K -1,273 -16%
Macquarie Group
530
Macquarie Group
Australia
$1.61M -$1.08M -4,392 -40%
VanEck Associates
531
VanEck Associates
New York
$1.6M +$134K +548 +9%
CQS
532
Credential Qtrade Securities
$1.58M +$389K +1,587 +33%
TC
533
TAP Consulting
Missouri
$1.57M +$1.57M +6,400 New
ACA
534
Atlas Capital Advisors
Wyoming
$1.55M +$477K +1,948 +44%
ICM
535
IMS Capital Management
Oregon
$1.55M -$61.2K -250 -4%
MYIA
536
Mount Yale Investment Advisors
Colorado
$1.55M -$350K -1,372 -18%
PAM
537
Panagora Asset Management
Massachusetts
$1.55M -$48.7K -199 -3%
ECM
538
ETrade Capital Management
Virginia
$1.53M -$42.1K -172 -3%
LAIC
539
Lederer & Associates Investment Counsel
California
$1.51M -$508K -2,073 -25%
PTC
540
Private Trust Company
Ohio
$1.51M +$3.67K +15 +0.2%
KA
541
Kintegral Advisory
New York
$1.5M – – –
PGFC
542
Peapack-Gladstone Financial Corp
New Jersey
$1.5M -$24.5K -100 -2%
CA
543
Commerzbank Aktiengesellschaft
Germany
$1.47M +$1.09M +4,456 +287%
QOP
544
Quinn Opportunity Partners
Virginia
$1.47M -$2.05M -8,359 -58%
ROTUOC
545
Regents of the University of California
California
$1.47M – – –
SM
546
Scoggin Management
New York
$1.47M +$1.47M +6,000 New
SM
547
SG3 Management
Puerto Rico
$1.47M +$1.47M +6,000 New
BBHC
548
Brown Brothers Harriman & Co
New York
$1.47M +$43.1K +176 +3%
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.42M +$166K +679 +13%
SAM
550
Silvercrest Asset Management
New York
$1.42M +$3.92K +16 +0.3%
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