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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
551
Plimoth Trust
Massachusetts
$870K -$22.9K -120 -3%
BBA
552
BLB&B Advisors
Pennsylvania
$870K – – –
CTC
553
Central Trust Company
Missouri
$865K -$7.26K -38 -0.8%
BBHC
554
Brown Brothers Harriman & Co
New York
$855K -$66.5K -348 -7%
CB
555
Chemical Bank
Michigan
$849K +$87.9K +460 +12%
CSM
556
CAMG Solamere Management
North Carolina
$841K -$43.4K -226 -5%
Mariner
557
Mariner
Kansas
$840K +$7.64K +40 +0.9%
CIC
558
Cutler Investment Counsel
Oregon
$832K – – –
RS
559
Robeco Schweiz
Switzerland
$826K +$78.4K +410 +10%
GIA
560
Guyasuta Investment Advisors
Pennsylvania
$817K -$382 -2 -0%
PGFC
561
Peapack-Gladstone Financial Corp
New Jersey
$794K +$20.4K +107 +3%
AG
562
Advisor Group
Arizona
$788K +$330K +1,726 +72%
BBA
563
Braun-Bostich & Associates
Pennsylvania
$781K +$54.6K +286 +8%
FBFS
564
First Business Financial Services
Wisconsin
$780K +$780K +4,085 New
OC
565
Oppenheimer & Co
New York
$778K – – –
BA
566
Boston Advisors
Massachusetts
$776K +$776K +4,060 New
AIM
567
Anchor Investment Management
South Carolina
$749K +$30.6K +160 +4%
LS
568
Livforsakringsbolaget Skandia
Sweden
$739K – – –
BHWM
569
Bar Harbor Wealth Management
New Hampshire
$735K – – –
BC
570
Burney Company
Virginia
$734K +$3.82K +20 +0.5%
AIM
571
Assured Investment Management
New York
$729K -$4.88M -25,519 -87%
HPIA
572
Hamilton Point Investment Advisors
North Carolina
$726K – – –
QI
573
QS Investors
New York
$725K – – –
Walleye Trading
574
Walleye Trading
New York
$720K -$1.77M -9,244 -71%
WA
575
WESPAC Advisors
California
$720K +$720K +3,767 New
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