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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
McKinley Capital Management
Alaska
$378K -$6.8K -49 -2%
FIM
577
Freedom Investment Management
Connecticut
$375K -$281K -2,022 -44%
PCMC
578
Paragon Capital Management (Colorado)
Colorado
$373K -$218K -1,573 -38%
RS
579
Robeco Schweiz
Switzerland
$365K +$194K +1,400 +127%
CCA
580
Checchi Capital Advisers
California
$358K -$119K -855 -26%
ONB
581
Old National Bancorp
Indiana
$358K
ZIM
582
Zacks Investment Management
Illinois
$351K +$334K +2,402 New
CG
583
Colony Group
Massachusetts
$351K +$334K +2,405 New
P
584
Pitcairn
Pennsylvania
$344K -$5.97K -43 -2%
EGM
585
Engineers Gate Manager
New York
$339K -$1.24M -8,916 -79%
Truist Financial
586
Truist Financial
North Carolina
$333K -$39.4K -284 -11%
IA
587
IFP Advisors
Florida
$328K +$9.58K +69 +3%
HIM
588
Hillsdale Investment Management
Ontario, Canada
$328K +$312K +2,250 New
IIC
589
Ironwood Investment Counsel
Arizona
$326K
SI
590
SII Investments
Wisconsin
$322K +$13.9K +100 +5%
TNB
591
Thomasville National Bank
Georgia
$321K +$5.83K +42 +2%
UB
592
UMB Bank
Missouri
$318K
Cerity Partners
593
Cerity Partners
New York
$318K +$49K +353 +19%
AW
594
Alpha Windward
Massachusetts
$310K -$6.67K -48 -2%
GXMC
595
Global X Management Company
New York
$310K +$69.8K +503 +31%
FMLI
596
Fukoku Mutual Life Insurance
Japan
$307K
GC
597
Gilbert & Cook
Iowa
$301K +$286K +2,061 New
GG
598
Gofen & Glossberg
Illinois
$299K -$84.4K -608 -23%
ACA
599
Anchor Capital Advisors
Massachusetts
$296K
WSFS
600
Wilmington Savings Fund Society
Delaware
$296K +$17.9K +129 +7%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.