SPGI icon

S&P Global
SPGI

Overview Fund Activity

622 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.

Holders
622
Holders Change
+53
Holders Change %
+9.31%
% of All Funds
16.62%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.69%
New
99
Increased
200
Reduced
208
Closed
43
Calls
$94.7M
Puts
$153M
Net Calls
-$58.1M
Net Calls Change
-$78.8M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.7B
2
UIM
2
USS Investment Management
United Kingdom
$153M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$613M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
GE
1
General Electric
Ohio
$0
2
Jennison Associates
2
Jennison Associates
New York
$626M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.06B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$632M
5
UBS AM
5
UBS AM
Illinois
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
601
Solaris Asset Management
New York
$13K +$13K +102 New
VOYA Investment Management
602
VOYA Investment Management
Georgia
$12.7K -$24 -186 -0.2%
FANJ
603
Financial Architects (New Jersey)
New Jersey
$12K -$17.8K -138 -60%
CS
604
Credential Securities
$11K +$10.1K +80 +1,143%
WA
605
WealthTrust-Arizona
Arizona
$10K – – –
MWM
606
MinichMacGregor Wealth Management
New York
$10K – – –
PRS
607
Pinkerton Retirement Specialists
Idaho
$8K – – –
WTC
608
WhitTier Trust Company
Nevada
$7K – – –
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
M
610
MOTCO
Texas
$6K +$6K +47 New
KF
611
Krilogy Financial
Missouri
$6K +$6K +50 New
WAS
612
WESPAC Advisors SoCal
California
$5.06K – – –
BCI
613
Brinker Capital Investments
Pennsylvania
$5K +$5K +37 New
EDRPMB
614
Edmond de Rothschild Private Merchant Banking
United Kingdom
$5K +$5K +42 New
EDRH
615
Edmond de Rothschild Holding
Switzerland
$5K +$5K +42 New
CBT
616
Central Bank & Trust
Kentucky
$5K +$5K +43 New
WA
617
WFG Advisors
Texas
$4K – – –
TDC
618
Thompson Davis & Co
Virginia
$4K +$4K +35 New
ZB
619
Zions Bancorporation
Utah
$3K – – –
TFO
620
Tarbox Family Office
California
$3K +$913 +7 +44%
KT
621
Kanaly Trust
Texas
$3K +$3K +26 New
GE
622
General Electric
Ohio
– -$218M -2,034,249 Closed
MAI
623
Marble Arch Investments
New York
– -$44.4M -414,000 Closed
Renaissance Technologies
624
Renaissance Technologies
New York
– -$38.4M -357,600 Closed
PC
625
Packer & Co
Australia
– -$33.9M -316,000 Closed
23 24
25
26 27