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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
551
Rampart Investment Management
Connecticut
$443K +$323K +2,328 +329%
MRCM
552
M&R Capital Management
New Jersey
$442K
PL
553
Parkwood LLC
Ohio
$441K +$420K +3,023 New
PCM
554
Prelude Capital Management
New York
$439K +$74.6K +537 +22%
TMAM
555
Tokio Marine Asset Management
Japan
$437K -$156K -1,127 -27%
WIS
556
Wright Investors Service
Connecticut
$437K +$415K +2,990 New
QSS
557
Quantitative Systematic Strategies
Florida
$427K -$316K -2,278 -44%
NAMA
558
Nikko Asset Management Americas
New York
$423K
PI
559
PineBridge Investments
New York
$422K +$394K +2,838 +4,893%
NO
560
Ninety One
South Africa
$420K +$150K +1,077 +60%
JCM
561
Janney Capital Management
Pennsylvania
$418K
IB
562
Intrust Bank
Kansas
$418K +$78.9K +568 +25%
FQ
563
First Quadrant
California
$415K +$395K +2,845 New
CA
564
Clearstead Advisors
Ohio
$409K
EB
565
Eastern Bank
Massachusetts
$406K
FA
566
FDx Advisors
Illinois
$406K +$386K +2,779 New
FTIOP
567
Fiduciary Trust International of Pennsylvania
Pennsylvania
$401K +$125K +900 +49%
KCM
568
Kanawha Capital Management
Virginia
$399K -$13.9K -100 -4%
CG
569
Caprock Group
Idaho
$398K +$23.6K +170 +7%
GCA
570
Gideon Capital Advisors
New York
$395K +$376K +2,706 New
WF
571
WealthTrust Fairport
Ohio
$391K
Members Trust
572
Members Trust
Florida
$389K
FCI
573
Financial Counselors Inc
Kansas
$384K -$50K -360 -12%
ISL
574
Ingalls & Snyder LLC
New York
$383K
GLRA
575
Gerald L. Ray & Associates
Texas
$380K

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.