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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$651M
2
OAG
Orbis Allan Gray
Bermuda
+$283M
3
FCM
Farallon Capital Management
California
+$192M
4
Harris Associates
Harris Associates
Illinois
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$105M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$264M
3
Renaissance Technologies
Renaissance Technologies
New York
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
576
PA Capital
Virginia
$798K +$56.4K +268 +8%
O
577
Ossiam
France
$798K +$798K +3,789 New
FTIOP
578
Fiduciary Trust International of Pennsylvania
Pennsylvania
$794K +$168K +800 +27%
DSI
579
Daiwa SB Investments
Japan
$785K -$156K -740 -17%
RBA
580
Richard Bernstein Advisors
New York
$783K -$5.06M -24,034 -87%
DK
581
Darrell & King
Virginia
$776K – – –
CC
582
Chicago Capital
Illinois
$775K – – –
BBA
583
Braun-Bostich & Associates
Pennsylvania
$755K -$197K -934 -21%
AssetMark Inc
584
AssetMark Inc
California
$739K +$21K +100 +3%
BFM
585
Boothbay Fund Management
New York
$731K +$90.1K +428 +14%
LWS
586
Lucia Wealth Services
California
$731K +$306K +1,453 +72%
PT
587
Plimoth Trust
Massachusetts
$726K -$3.16K -15 -0.4%
EP
588
Edgestream Partners
New Jersey
$724K -$4.71M -22,359 -87%
TCM
589
Twin Capital Management
Pennsylvania
$721K -$10.7M -50,605 -94%
MERSOM
590
Municipal Employees' Retirement System of Michigan
Michigan
$716K -$705K -3,350 -50%
MML Investors Services
591
MML Investors Services
Massachusetts
$706K -$303K -1,441 -30%
Federated Hermes
592
Federated Hermes
Pennsylvania
$700K +$174K +827 +33%
HKAM
593
Horizon Kinetics Asset Management
New York
$690K +$690K +3,276 New
FHB
594
First Hawaiian Bank
Hawaii
$687K -$73.8K -350 -10%
LFS
595
Legacy Financial Strategies
Kansas
$684K +$85.9K +408 +14%
WSFS
596
Wilmington Savings Fund Society
Delaware
$680K +$15.6K +74 +2%
GW
597
GW & Wade
Massachusetts
$676K +$211K +1,000 +45%
CQS
598
Credential Qtrade Securities
$670K +$496K +2,354 +285%
MAFM
599
Mid Atlantic Financial Management
Pennsylvania
$666K +$666K +3,163 New
FWCM
600
Ferguson Wellman Capital Management
Oregon
$665K – – –
22 23
24
25 26