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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
576
Checchi Capital Advisers
California
$377K -$6.57K -42 -2%
CG
577
Colony Group
Massachusetts
$376K – – –
FTIOP
578
Fiduciary Trust International of Pennsylvania
Pennsylvania
$371K -$58.6K -375 -14%
RCAG
579
Rehmann Capital Advisory Group
Michigan
$371K +$58.8K +376 +19%
Balyasny Asset Management
580
Balyasny Asset Management
Illinois
$368K -$15.2M -97,580 -98%
CAM
581
Congress Asset Management
Massachusetts
$363K -$278K -1,782 -43%
GXMC
582
Global X Management Company
New York
$362K +$30K +192 +9%
TMAM
583
Tokio Marine Asset Management
Japan
$358K -$109K -700 -23%
TNB
584
Thomasville National Bank
Georgia
$356K +$11.4K +73 +3%
DCM
585
Driehaus Capital Management
Illinois
$356K +$129K +827 +57%
SI
586
SII Investments
Wisconsin
$354K +$8.79K +56 +3%
IA
587
IFP Advisors
Florida
$353K +$2.03K +13 +0.6%
P
588
Pitcairn
Pennsylvania
$338K -$30.5K -195 -8%
AG
589
Advisor Group
Arizona
$331K +$53.2K +341 +19%
NP
590
Ninepoint Partners
Ontario, Canada
$328K +$328K +2,100 New
GG
591
Gofen & Glossberg
Illinois
$320K – – –
SCM
592
Shelton Capital Management
Colorado
$316K – – –
WS
593
Wedbush Securities
California
$315K +$781 +5 +0.2%
FMLI
594
Fukoku Mutual Life Insurance
Japan
$313K -$15.7K -100 -5%
SWA
595
Sutton Wealth Advisors
Florida
$313K – – –
APP
596
Avantax Planning Partners
Iowa
$312K +$4.07K +26 +1%
AW
597
Alpha Windward
Massachusetts
$311K -$20.5K -131 -6%
FQ
598
First Quadrant
California
$309K -$136K -870 -31%
PCM
599
Prelude Capital Management
New York
$305K -$165K -1,054 -35%
FHA
600
Flagship Harbor Advisors
Massachusetts
$298K +$1.43K +9 +0.5%
22 23
24
25 26