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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
551
Bank of Stockton
California
$476K -$19.5K -125 -4%
FNBOO
552
First National Bank of Omaha
Nebraska
$469K -$78.2K -500 -14%
VFM
553
Viking Fund Management
North Dakota
$469K +$156K +1,000 +50%
MRCM
554
M&R Capital Management
New Jersey
$465K – – –
CG
555
Caprock Group
Idaho
$461K +$35.5K +227 +8%
FIM
556
Freedom Investment Management
Connecticut
$451K +$48.5K +310 +12%
NO
557
Ninety One
South Africa
$450K – – –
Truist Financial
558
Truist Financial
North Carolina
$439K +$82.3K +526 +23%
CA
559
Clearstead Advisors
Ohio
$438K – – –
EB
560
Eastern Bank
Massachusetts
$435K – – –
KCM
561
Kanawha Capital Management
Virginia
$428K – – –
WF
562
WealthTrust Fairport
Ohio
$419K – – –
Members Trust
563
Members Trust
Florida
$417K – – –
Fuller & Thaler Asset Management
564
Fuller & Thaler Asset Management
California
$414K -$219K -1,400 -35%
DWM
565
Doyle Wealth Management
Florida
$413K -$351K -2,245 -46%
FCI
566
Financial Counselors Inc
Kansas
$411K – – –
ISL
567
Ingalls & Snyder LLC
New York
$410K – – –
MUS
568
Mitsubishi UFJ Securities
Japan
$408K +$336K +2,150 +467%
GLRA
569
Gerald L. Ray & Associates
Texas
$406K – – –
WSFS
570
Wilmington Savings Fund Society
Delaware
$401K +$83.7K +535 +26%
MCM
571
McKinley Capital Management
Alaska
$397K -$7.82K -50 -2%
IIC
572
Ironwood Investment Counsel
Arizona
$391K – – –
HW
573
Hancock Whitney
Mississippi
$385K -$156K -998 -29%
ONB
574
Old National Bancorp
Indiana
$383K – – –
Wolverine Trading
575
Wolverine Trading
Illinois
$378K -$633K -4,048 -63%
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