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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
551
VanEck Associates
New York
$1.86M +$75.1K +275 +4%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$1.86M -$18.8K -69 -1%
TC
553
Tatro Capital
Kentucky
$1.85M +$1.85M +6,770 New
TF
554
TRH Financial
Iowa
$1.82M +$1.82M +6,493 New
ECM
555
Everence Capital Management
Indiana
$1.82M +$417K +1,526 +30%
UFF
556
USA Financial Formulas
Michigan
$1.81M -$1.23M -4,495 -40%
BDS
557
Banco de Sabadell
Florida
$1.77M +$255K +937 +17%
TC
558
TAP Consulting
Missouri
$1.75M – – –
LAIC
559
Lederer & Associates Investment Counsel
California
$1.73M +$41.2K +151 +2%
ECM
560
ETrade Capital Management
Virginia
$1.69M -$18.3K -67 -1%
KA
561
Kintegral Advisory
New York
$1.68M – – –
ACM
562
AlphaCrest Capital Management
New York
$1.67M -$947K -3,469 -36%
BOH
563
Bank of Hawaii
Hawaii
$1.67M +$422K +1,545 +34%
PGFC
564
Peapack-Gladstone Financial Corp
New Jersey
$1.66M -$10.9K -40 -0.7%
PTC
565
Private Trust Company
Ohio
$1.64M -$42K -154 -2%
ROTUOC
566
Regents of the University of California
California
$1.64M – – –
QOP
567
Quinn Opportunity Partners
Virginia
$1.64M – – –
FWM
568
Frontier Wealth Management
Missouri
$1.62M +$150K +550 +10%
ICM
569
IMS Capital Management
Oregon
$1.61M -$125K -459 -7%
VIG
570
Vienna Insurance Group
Poland
$1.6M -$653K -2,391 -29%
EBT
571
Enterprise Bank & Trust
Massachusetts
$1.6M +$60.6K +222 +4%
ACA
572
Atlas Capital Advisors
Wyoming
$1.59M -$141K -517 -8%
RA
573
Rational Advisors
New York
$1.59M +$361K +1,321 +29%
Caisse de Depot et Placement du Quebec (CDPQ)
574
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.59M -$328K -1,200 -17%
KRSITF
575
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.58M -$6.01K -22 -0.4%
21 22
23
24 25