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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
576
Boston Trust Walden
Massachusetts
$1.18M -$60K -245 -5%
OC
577
Oppenheimer & Co
New York
$1.17M +$2.21K +9 +0.2%
ED
578
Exane Derivatives
France
$1.16M +$776K +3,170 +203%
Verition Fund Management
579
Verition Fund Management
Connecticut
$1.15M +$1.15M +4,681 New
B
580
Bailard
California
$1.13M +$1.13M +4,613 New
BHIA
581
Birch Hill Investment Advisors
Massachusetts
$1.13M +$53.9K +220 +5%
Cerity Partners
582
Cerity Partners
New York
$1.12M -$19.6K -80 -2%
PCM
583
Parsons Capital Management
Rhode Island
$1.12M -$735 -3 -0.1%
BOH
584
Bank of Hawaii
Hawaii
$1.12M +$145K +591 +15%
AWM
585
Avitas Wealth Management
California
$1.11M +$6.86K +28 +0.6%
RA
586
Rational Advisors
New York
$1.1M +$823K +3,358 +293%
AFS
587
Amtrust Financial Services
New York
$1.1M +$1.1M +4,500 New
IB
588
Intrust Bank
Kansas
$1.1M -$3.19K -13 -0.3%
IRF
589
IBM Retirement Fund
New York
$1.09M -$10.8K -44 -1%
PWAG
590
Polaris Wealth Advisory Group
California
$1.08M +$2.84K +12 +0.3%
QI
591
QS Investors
New York
$1.07M -$73.5K -300 -6%
BHWM
592
Bar Harbor Wealth Management
New Hampshire
$1.07M +$98K +400 +10%
WC
593
Woodstock Corp
Massachusetts
$1.07M -$12.3K -50 -1%
LCAM
594
Lee Capital Asset Management
New York
$1.07M +$1.07M +4,373 New
SC
595
Scotia Capital
Ontario, Canada
$1.05M +$5.39K +22 +0.5%
CIC
596
Cutler Investment Counsel
Oregon
$1.04M +$3.92K +16 +0.4%
QT
597
Quantamental Technologies
New York
$1.04M +$759K +3,100 +274%
PSUF
598
People's United Financial
Connecticut
$1.03M -$589K -2,406 -36%
AP
599
Appleton Partners
Massachusetts
$1.02M -$163K -665 -14%
GIA
600
Guyasuta Investment Advisors
Pennsylvania
$1.02M – – –
22 23
24
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