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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
551
IBM Retirement Fund
New York
$944K
WC
552
Woodstock Corp
Massachusetts
$941K
BAM
553
Belpointe Asset Management
Nevada
$939K +$375K +1,939 +77%
IWS
554
Insight Wealth Strategies
California
$934K +$50.4K +260 +6%
ACA
555
Atlas Capital Advisors
Wyoming
$911K -$400K -2,065 -32%
IB
556
Intrust Bank
Kansas
$902K +$27.5K +142 +3%
BWP
557
Baldwin Wealth Partners
Massachusetts
$896K -$5.14M -26,551 -86%
CIC
558
Cutler Investment Counsel
Oregon
$889K
EBT
559
Enterprise Bank & Trust
Massachusetts
$882K +$811K +4,187 New
BHIA
560
Birch Hill Investment Advisors
Massachusetts
$879K +$431K +2,225 +114%
GIA
561
Guyasuta Investment Advisors
Pennsylvania
$878K -$32K -165 -4%
CC
562
ClearArc Capital
Ohio
$877K -$27.7K -143 -3%
NIT
563
NumerixS Investment Technologies
British Columbia, Canada
$872K +$736K +3,800 +950%
AIM
564
Anchor Investment Management
South Carolina
$865K +$23.8K +123 +3%
WF
565
Welch & Forbes
Massachusetts
$852K -$53.3K -275 -6%
Impax Asset Management Group
566
Impax Asset Management Group
United Kingdom
$846K +$116K +598 +17%
TRCT
567
Tower Research Capital (TRC)
New York
$842K -$877K -4,529 -53%
CTC
568
Central Trust Company
Missouri
$841K +$34.5K +178 +5%
AAM
569
Aureus Asset Management
Massachusetts
$838K +$771K +3,980 New
BHWM
570
Bar Harbor Wealth Management
New Hampshire
$837K
SWM
571
Segment Wealth Management
Texas
$830K +$42K +217 +6%
Mariner
572
Mariner
Kansas
$825K -$331K -1,710 -30%
TCOV
573
Trust Company of Vermont
Vermont
$822K +$15.9K +82 +2%
FWM
574
Frontier Wealth Management
Missouri
$817K +$292K +1,510 +64%
PCP
575
Proficio Capital Partners
Massachusetts
$801K +$170K +879 +30%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.