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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
576
Arden Trust
Delaware
$932K -$140K -616 -13%
CEP
577
Chicago Equity Partners
Illinois
$926K -$936K -4,110 -50%
EGM
578
Engineers Gate Manager
New York
$924K +$924K +4,056 New
KM
579
Kalos Management
Georgia
$923K +$923K +5,433 New
WF
580
Welch & Forbes
Massachusetts
$922K – – –
FMLI
581
Fukoku Mutual Life Insurance
Japan
$911K +$524K +2,300 +135%
BAM
582
Blueshift Asset Management
New Jersey
$907K +$907K +3,981 New
BOH
583
Bank of Hawaii
Hawaii
$905K -$320K -1,405 -26%
BHWM
584
Bar Harbor Wealth Management
New Hampshire
$905K – – –
JCM
585
Jacobsen Capital Management
Utah
$904K +$904K +3,971 New
Mariner
586
Mariner
Kansas
$896K +$3.42K +15 +0.4%
PC
587
PA Capital
Virginia
$890K +$26.9K +118 +3%
TCOV
588
Trust Company of Vermont
Vermont
$885K -$4.33K -19 -0.5%
FWM
589
Frontier Wealth Management
Missouri
$884K – – –
PCP
590
Proficio Capital Partners
Massachusetts
$875K +$8.65K +38 +1%
HPIA
591
Hamilton Point Investment Advisors
North Carolina
$866K – – –
FTIOP
592
Fiduciary Trust International of Pennsylvania
Pennsylvania
$859K – – –
Group One Trading
593
Group One Trading
Illinois
$857K +$212K +931 +33%
CI
594
Conning Inc
Connecticut
$856K -$534K -2,346 -38%
MML Investors Services
595
MML Investors Services
Massachusetts
$856K +$91.6K +402 +12%
RBA
596
Richard Bernstein Advisors
New York
$847K – – –
DK
597
Darrell & King
Virginia
$840K – – –
Luther King Capital Management (LKCM)
598
Luther King Capital Management (LKCM)
Texas
$837K +$837K +3,673 New
CC
599
ClearArc Capital
Ohio
$833K -$115K -504 -12%
CC
600
Chicago Capital
Illinois
$826K -$11.8K -52 -1%
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