S&P Global
SPGI
908 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, 307 reducing their positions, and 61 closing their positions.
72% more call options, than puts
Call options by funds: $167M | Put options by funds: $97.1M
33% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 61
11% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 307
1% more funds holding
Funds holding: 897 → 908 (+11)
1.27% less ownership
Funds ownership: 85.15% → 83.88% (-1.3%)
5% less capital invested
Capital invested by funds: $43.4B → $41.1B (-$2.33B)
25% less funds holding in top 10
Funds holding in top 10: 51 → 38 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$464M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$284M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$120M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$112M |
| 5 |
Goldman Sachs
New York
|
+$75.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$406M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$289M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$263M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$164M |
| 5 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$134M |
SPGI Hedge Fund Activity: Q3 2018 in Review
908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.
The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.
- 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
- Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
- 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
- The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
- The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.
Based on aggregated 13F filings for Q3 2018.