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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
526
Interval Partners
New York
$2.18M +$2.18M +8,000 New
TAMH
527
Taikang Asset Management (HK)
Hong Kong
$2.18M – – –
CTA
528
Chesley Taft & Associates
Illinois
$2.16M -$519K -1,900 -19%
Qube Research & Technologies (QRT)
529
Qube Research & Technologies (QRT)
United Kingdom
$2.1M +$1.38M +5,060 +192%
GKFF
530
George Kaiser Family Foundation
Oklahoma
$2.08M – – –
MYIA
531
Mount Yale Investment Advisors
Colorado
$2.07M +$286K +974 +16%
MCM
532
Mitchell Capital Management
Kansas
$2.05M +$2.05M +7,522 New
MIH
533
Meitav Investment House
Israel
$2.03M +$6.82K +25 +0.3%
CQS
534
Credential Qtrade Securities
$2.01M +$250K +916 +14%
AMI
535
Amica Mutual Insurance
Rhode Island
$2M – – –
FMBTD
536
First Midwest Bank Trust Division
Illinois
$2M -$8.19K -30 -0.4%
IWS
537
Insight Wealth Strategies
California
$1.99M +$106K +387 +6%
AI
538
Atria Investments
North Carolina
$1.96M +$535K +1,959 +37%
KM
539
Kalos Management
Georgia
$1.96M +$132K +485 +7%
NC
540
NovaPoint Capital
Georgia
$1.96M +$1.96M +7,174 New
VLC
541
Van Leeuwen & Company
New Jersey
$1.95M +$68.8K +252 +4%
AAS
542
Avantax Advisory Services
Texas
$1.95M +$30.3K +111 +2%
VC
543
Veracity Capital
Georgia
$1.94M +$1.94M +7,118 New
CA
544
Commerzbank Aktiengesellschaft
Germany
$1.94M +$300K +1,097 +18%
AA
545
ALPS Advisors
Colorado
$1.92M -$59.3K -217 -3%
CI
546
Cigna Investments
Connecticut
$1.92M -$235K -799 -11%
NMIFOAC
547
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.91M – – –
DIA
548
Dana Investment Advisors
Wisconsin
$1.91M -$28.4K -104 -1%
FFA
549
First Foundation Advisors
California
$1.89M – – –
BHIA
550
Birch Hill Investment Advisors
Massachusetts
$1.89M +$632K +2,315 +50%
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