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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
551
Appleton Partners
Massachusetts
$1.1M – – –
BUB
552
BBVA USA Bancshares
Texas
$1.08M -$32.3K -142 -3%
OC
553
Oppenheimer & Co
New York
$1.08M – – –
QI
554
QS Investors
New York
$1.07M -$94.6K -415 -8%
Capital Fund Management (CFM)
555
Capital Fund Management (CFM)
France
$1.07M +$1.07M +4,679 New
Cerity Partners
556
Cerity Partners
New York
$1.06M -$482K -2,117 -31%
PWAG
557
Polaris Wealth Advisory Group
California
$1.06M -$246K -1,060 -19%
PCM
558
Parsons Capital Management
Rhode Island
$1.04M -$2.05K -9 -0.2%
AWM
559
Avitas Wealth Management
California
$1.03M -$25.7K -113 -2%
IRF
560
IBM Retirement Fund
New York
$1.02M +$2.73K +12 +0.3%
IB
561
Intrust Bank
Kansas
$1.02M +$46.4K +204 +5%
Impax Asset Management Group
562
Impax Asset Management Group
United Kingdom
$1.02M +$101K +443 +11%
WC
563
Woodstock Corp
Massachusetts
$1.01M -$11.4K -50 -1%
ACA
564
Atlas Capital Advisors
Wyoming
$1M +$16.6K +73 +2%
BHIA
565
Birch Hill Investment Advisors
Massachusetts
$997K +$45.6K +200 +5%
CB
566
Chemical Bank
Michigan
$976K -$61.5K -270 -6%
EBT
567
Enterprise Bank & Trust
Massachusetts
$971K +$17.1K +75 +2%
SC
568
Scotia Capital
Ontario, Canada
$970K -$856K -3,756 -47%
NIM
569
NuWave Investment Management
New Jersey
$964K +$957K +4,201 +13,128%
CIC
570
Cutler Investment Counsel
Oregon
$962K – – –
BWP
571
Baldwin Wealth Partners
Massachusetts
$958K -$11.4K -50 -1%
GIA
572
Guyasuta Investment Advisors
Pennsylvania
$950K – – –
SM
573
Sciencast Management
New Jersey
$947K +$947K +3,937 New
AIM
574
Anchor Investment Management
South Carolina
$943K +$7.06K +31 +0.8%
SWM
575
Segment Wealth Management
Texas
$937K +$38.7K +170 +4%
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