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S&P Global
SPGI

Overview Fund Activity

669 hedge funds and large institutions have $23.9B invested in S&P Global in 2016 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 182 increasing their positions, 252 reducing their positions, and 61 closing their positions.

Holders
669
Holders Change
+47
Holders Change %
+7.56%
% of All Funds
16.75%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
117
Increased
182
Reduced
252
Closed
61
Calls
$88.7M
Puts
$146M
Net Calls
-$57.2M
Net Calls Change
+$837K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$134M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$274M
3
Millennium Management
3
Millennium Management
New York
$121M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$119M
5
State Street
5
State Street
Massachusetts
$1.52B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$48.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.42B
3
Ameriprise
3
Ameriprise
Minnesota
$427M
4
Invesco
4
Invesco
Georgia
$158M
5
TCIM
5
TIAA CREF Investment Management
New York
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
551
Cribstone Capital Management
Maine
$232K 2,000 – –
CT
552
Cambridge Trust
Massachusetts
$229K 2,130 +2,130 New
FIM
553
Freedom Investment Management
Connecticut
$228K 2,120 +2,120 New
RCAG
554
Rehmann Capital Advisory Group
Michigan
$227K 2,112 -185 -8%
WS
555
Wedbush Securities
California
$227K 2,111 +2,111 New
FMLI
556
Fukoku Mutual Life Insurance
Japan
$226K 2,100 – –
Walleye Trading
557
Walleye Trading
New York
$224K 2,080 +2,080 New
QC
558
Quadrature Capital
United Kingdom
$224K 2,087 +2,087 New
ACA
559
Anchor Capital Advisors
Massachusetts
$223K 2,074 – –
DCM
560
Driehaus Capital Management
Illinois
$223K 2,072 +2,072 New
SPWA
561
SteelBridge Private Wealth Advisors
Florida
$219K 1,821 – –
SWA
562
Sutton Wealth Advisors
Florida
$219K 2,034 – –
GEM
563
Global Endowment Management
North Carolina
$218K 2,020 +2,020 New
SCM
564
Shelton Capital Management
Colorado
$217K 2,019 – –
TBA
565
Train Babcock Advisors
New York
$215K 2,000 – –
NB
566
NBT Bank
New York
$215K 2,000 – –
RCM
567
Radnor Capital Management
Pennsylvania
$215K 2,000 +2,000 New
APP
568
Avantax Planning Partners
Iowa
$213K 1,983 +1,983 New
LTFS
569
Ladenburg Thalmann Financial Services
Florida
$212K 1,940 -390 -17%
CL
570
CPWM LLC
Washington
$212K 1,973 +20 +1%
SNT
571
Security National Trust
West Virginia
$211K 1,961 – –
BTS
572
BB&T Securities
Virginia
$206K 1,631 – –
SI
573
SII Investments
Wisconsin
$205K 1,900 – –
WTB
574
Washington Trust Bank
Washington
$196K 1,820 -14 -0.8%
NO
575
Ninety One
South Africa
$194K 1,801 – –
21 22
23
24 25