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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDS
551
Banco de Sabadell
Florida
$1.38M -$13.2K -53 -0.9%
EBT
552
Enterprise Bank & Trust
Massachusetts
$1.38M +$332K +1,356 +32%
MC
553
Machina Capital
France
$1.36M -$162K -663 -11%
Truist Financial
554
Truist Financial
North Carolina
$1.35M +$33.1K +135 +3%
NIT
555
NumerixS Investment Technologies
British Columbia, Canada
$1.35M +$490K +2,000 +57%
RWA
556
River Wealth Advisors
Pennsylvania
$1.34M -$72.7K -297 -5%
PA
557
Profund Advisors
Maryland
$1.33M -$248K -1,013 -16%
CK
558
Cohen Klingenstein
New York
$1.32M – – –
FWM
559
Frontier Wealth Management
Missouri
$1.32M +$368K +1,500 +39%
SBIA
560
Sheaff Brock Investment Advisors
Indiana
$1.32M -$67.1K -274 -5%
AI
561
Atria Investments
North Carolina
$1.28M +$107K +436 +9%
RJT
562
Raymond James Trust
Florida
$1.27M -$15.4K -63 -1%
ECM
563
Everence Capital Management
Indiana
$1.26M – – –
IEFM
564
IQ EQ Fund Management
Ireland
$1.25M -$47K -192 -4%
EWM
565
Elite Wealth Management
Washington
$1.25M -$82.3K -336 -6%
SPIA
566
Steward Partners Investment Advisory
New York
$1.24M +$625K +2,552 +101%
SI
567
Stephens Inc
Arkansas
$1.24M +$43.6K +178 +4%
Nomura Holdings
568
Nomura Holdings
Japan
$1.23M -$729 -3 -0.1%
TYCC
569
Texas Yale Capital Corp
Florida
$1.23M – – –
NPA
570
Nichols & Pratt Advisers
Massachusetts
$1.23M -$14K -57 -1%
WCM
571
Whitener Capital Management
North Carolina
$1.22M -$24.5K -100 -2%
AAP
572
Aristotle Atlantic Partners
Florida
$1.21M -$122K -500 -9%
CAM
573
Cozad Asset Management
Illinois
$1.2M -$110K -450 -8%
Impax Asset Management Group
574
Impax Asset Management Group
United Kingdom
$1.19M +$99.7K +407 +9%
LOAMS
575
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.19M -$778K -3,175 -40%
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