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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
576
Hamilton Point Investment Advisors
North Carolina
$800K
PGFC
577
Peapack-Gladstone Financial Corp
New Jersey
$799K -$19.4K -100 -3%
PC
578
PA Capital
Virginia
$798K +$51.9K +268 +8%
O
579
Ossiam
France
$798K +$734K +3,789 New
FTIOP
580
Fiduciary Trust International of Pennsylvania
Pennsylvania
$794K +$155K +800 +27%
DSI
581
Daiwa SB Investments
Japan
$785K -$143K -740 -17%
RBA
582
Richard Bernstein Advisors
New York
$783K -$4.65M -24,034 -87%
DK
583
Darrell & King
Virginia
$776K
CC
584
Chicago Capital
Illinois
$775K
BBA
585
Braun-Bostich & Associates
Pennsylvania
$755K -$181K -934 -21%
AssetMark Inc
586
AssetMark Inc
California
$739K +$19.4K +100 +3%
BFM
587
Boothbay Fund Management
New York
$731K +$82.9K +428 +14%
LWS
588
Lucia Wealth Services
California
$731K +$281K +1,453 +72%
PT
589
Plimoth Trust
Massachusetts
$726K -$2.9K -15 -0.4%
EP
590
Edgestream Partners
New Jersey
$724K -$4.33M -22,359 -87%
TCM
591
Twin Capital Management
Pennsylvania
$721K -$9.8M -50,605 -94%
MERSOM
592
Municipal Employees' Retirement System of Michigan
Michigan
$716K -$649K -3,350 -50%
MML Investors Services
593
MML Investors Services
Massachusetts
$706K -$279K -1,441 -30%
Federated Hermes
594
Federated Hermes
Pennsylvania
$700K +$160K +827 +33%
HKAM
595
Horizon Kinetics Asset Management
New York
$690K +$634K +3,276 New
FHB
596
First Hawaiian Bank
Hawaii
$687K -$67.8K -350 -10%
LFS
597
Legacy Financial Strategies
Kansas
$684K +$79K +408 +14%
WSFS
598
Wilmington Savings Fund Society
Delaware
$680K +$14.3K +74 +2%
GW
599
GW & Wade
Massachusetts
$676K +$194K +1,000 +45%
CQS
600
Credential Qtrade Securities
$670K +$456K +2,354 +285%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.