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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$651M
2
OAG
Orbis Allan Gray
Bermuda
+$283M
3
FCM
Farallon Capital Management
California
+$192M
4
Harris Associates
Harris Associates
Illinois
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$105M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$264M
3
Renaissance Technologies
Renaissance Technologies
New York
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
551
Belpointe Asset Management
Nevada
$939K +$408K +1,939 +77%
IWS
552
Insight Wealth Strategies
California
$934K +$54.8K +260 +6%
ACA
553
Atlas Capital Advisors
Wyoming
$911K -$435K -2,065 -32%
IB
554
Intrust Bank
Kansas
$902K +$29.9K +142 +3%
BWP
555
Baldwin Wealth Partners
Massachusetts
$896K -$5.59M -26,551 -86%
CIC
556
Cutler Investment Counsel
Oregon
$889K – – –
EBT
557
Enterprise Bank & Trust
Massachusetts
$882K +$882K +4,187 New
BHIA
558
Birch Hill Investment Advisors
Massachusetts
$879K +$468K +2,225 +114%
GIA
559
Guyasuta Investment Advisors
Pennsylvania
$878K -$34.7K -165 -4%
CC
560
ClearArc Capital
Ohio
$877K -$30.1K -143 -3%
NIT
561
NumerixS Investment Technologies
British Columbia, Canada
$872K +$789K +3,800 +950%
AIM
562
Anchor Investment Management
South Carolina
$865K +$25.9K +123 +3%
WF
563
Welch & Forbes
Massachusetts
$852K -$57.9K -275 -6%
Impax Asset Management Group
564
Impax Asset Management Group
United Kingdom
$846K +$126K +598 +17%
TRCT
565
Tower Research Capital (TRC)
New York
$842K -$953K -4,529 -53%
CTC
566
Central Trust Company
Missouri
$841K +$37.5K +178 +5%
AAM
567
Aureus Asset Management
Massachusetts
$838K +$838K +3,980 New
BHWM
568
Bar Harbor Wealth Management
New Hampshire
$837K – – –
SWM
569
Segment Wealth Management
Texas
$830K +$45.7K +217 +6%
Mariner
570
Mariner
Kansas
$825K -$360K -1,710 -30%
TCOV
571
Trust Company of Vermont
Vermont
$822K +$17.3K +82 +2%
FWM
572
Frontier Wealth Management
Missouri
$817K +$318K +1,510 +64%
PCP
573
Proficio Capital Partners
Massachusetts
$801K +$185K +879 +30%
HPIA
574
Hamilton Point Investment Advisors
North Carolina
$800K – – –
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$799K -$21K -100 -3%
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