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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
551
Excalibur Management
Massachusetts
$977K – – –
WC
552
Woodstock Corp
Massachusetts
$971K – – –
SW
553
SVB Wealth
Massachusetts
$960K +$172K +881 +22%
BIAS
554
Beacon Investment Advisory Services
New Jersey
$959K – – –
AWM
555
Avitas Wealth Management
California
$959K +$84.1K +430 +10%
JIM
556
Jupiter Investment Management
United Kingdom
$957K -$7.5M -38,420 -89%
CB
557
Chemical Bank
Michigan
$954K -$22.7K -116 -2%
Assenagon Asset Management
558
Assenagon Asset Management
Luxembourg
$950K +$950K +4,862 New
CAM
559
Cypress Asset Management
Texas
$949K +$670K +3,430 +241%
BUB
560
BBVA USA Bancshares
Texas
$936K -$12.5K -64 -1%
IRF
561
IBM Retirement Fund
New York
$935K -$139K -711 -13%
Jane Street
562
Jane Street
New York
$935K +$301K +1,540 +47%
KRSITF
563
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$928K +$3.52K +18 +0.4%
BBA
564
Braun-Bostich & Associates
Pennsylvania
$927K +$33K +169 +4%
HF
565
HRT Financial
New York
$925K +$925K +4,738 New
OC
566
Oppenheimer & Co
New York
$923K – – –
GCA
567
Gideon Capital Advisors
New York
$920K +$920K +4,709 New
PCM
568
Parsons Capital Management
Rhode Island
$913K – – –
SI
569
Stephens Inc
Arkansas
$909K +$83.8K +429 +10%
Tudor Investment Corp
570
Tudor Investment Corp
Connecticut
$902K +$902K +4,614 New
JG
571
Jefferies Group
New York
$885K +$9.78K +50 +1%
BBHC
572
Brown Brothers Harriman & Co
New York
$874K – – –
WF
573
Welch & Forbes
Massachusetts
$864K -$58.6K -300 -6%
PHK
574
Point72 Hong Kong
Hong Kong
$848K +$848K +4,341 New
GIA
575
Guyasuta Investment Advisors
Pennsylvania
$847K – – –
21 22
23
24 25