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S&P Global
SPGI

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0% → 85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
–
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
–
Reduced
–
Closed
–
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.79B
3
State Street
State Street
Massachusetts
+$1.21B
4
Morgan Stanley
Morgan Stanley
New York
+$1B
5
Artisan Partners
Artisan Partners
Wisconsin
+$838M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
MinichMacGregor Wealth Management
New York
$8K +$8.8K +82 New
PRS
552
Pinkerton Retirement Specialists
Idaho
$7K +$6.65K +62 New
WTC
553
WhitTier Trust Company
Nevada
$6K +$6.22K +58 New
KTC
554
Kistler-Tiffany Companies
Pennsylvania
$5K +$5.37K +50 New
AT
555
Arden Trust
Delaware
$4.8K +$4.8M +44,752 New
WAS
556
WESPAC Advisors SoCal
California
$4.29K +$4.29K +40 New
TRCT
557
Tower Research Capital (TRC)
New York
$4K +$3.86K +36 New
IR
558
Invictus RG
Bermuda
$4K +$3.97K +37 New
ZB
559
Zions Bancorporation
Utah
$3K +$2.68K +25 New
UMA
560
USA Mutuals Advisors
Texas
$3K +$2.79K +26 New
SF
561
Synovus Financial
Georgia
$3K +$3.22K +30 New
WA
562
WFG Advisors
Texas
$3K +$3.33K +31 New
RWA
563
Ropes Wealth Advisors
Massachusetts
$3K +$3.43K +32 New
TFO
564
Tarbox Family Office
California
$2K +$1.72K +16 New
MWP
565
MYCIO Wealth Partners
Pennsylvania
$1K +$1.18K +11 New
CS
566
Credential Securities
$751 +$751 +7 New
CA
567
Commerzbank Aktiengesellschaft
Germany
$745 +$746K +6,947 New
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$644 +$644 +6 New
DPA
569
Delphi Private Advisors
California
– +$215 +2 New
19 20 21 22
23

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.