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S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
576
Guyasuta Investment Advisors
Pennsylvania
$847K
FTIOP
577
Fiduciary Trust International of Pennsylvania
Pennsylvania
$844K
CIC
578
Cutler Investment Counsel
Oregon
$825K
CTC
579
Central Trust Company
Missouri
$824K -$50K -242 -5%
SM
580
Sciencast Management
New Jersey
$823K +$961K +4,656 New
LCM
581
Landscape Capital Management
New Jersey
$818K +$864K +4,184 New
CA
582
Commerzbank Aktiengesellschaft
Germany
$814K +$231K +1,119 +37%
Capstone Investment Advisors
583
Capstone Investment Advisors
New York
$806K +$852K +4,126 New
IB
584
Intrust Bank
Kansas
$800K +$99.5K +482 +13%
DSI
585
Daiwa SB Investments
Japan
$799K +$70.2K +340 +9%
AIM
586
Anchor Investment Management
South Carolina
$790K -$2.68K -13 -0.3%
TCOV
587
Trust Company of Vermont
Vermont
$787K +$50.4K +244 +6%
DWM
588
Doyle Wealth Management
Florida
$783K -$182K -881 -18%
BAM
589
Belpointe Asset Management
Nevada
$783K +$237K +1,147 +40%
FBFS
590
First Business Financial Services
Wisconsin
$776K
HCM
591
Highbridge Capital Management
New York
$769K +$813K +3,937 New
VIG
592
Vienna Insurance Group
Poland
$758K -$61.9K -300 -7%
PGFC
593
Peapack-Gladstone Financial Corp
New Jersey
$758K -$61.9K -300 -7%
BPC
594
Banque Pictet & Cie
Switzerland
$757K +$800K +3,874 New
Federated Hermes
595
Federated Hermes
Pennsylvania
$749K -$44.6K -216 -5%
MCIM
596
Meadow Creek Investment Management
Georgia
$747K +$69.4K +336 +10%
NEI
597
Northwest & Ethical Investments
Ontario, Canada
$742K
HPIA
598
Hamilton Point Investment Advisors
North Carolina
$742K
PCM
599
Penserra Capital Management
California
$742K +$209K +1,014 +36%
WA
600
WESPAC Advisors
California
$739K +$269K +1,301 +52%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.