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S&P Global
SPGI

Overview Fund Activity

751 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 242 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+44
Holders Change %
+6.22%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
242
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.51B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$255M
3
AL
3
AJO LP
Pennsylvania
$131M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$268M
5
UBS Group
5
UBS Group
Switzerland
$122M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$137M
2
O
2
OppenheimerFunds
New York
$694M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$608M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$8.54M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
601
Wedbush Securities
California
$294K +$877 +6 +0.3%
SWA
602
Sutton Wealth Advisors
Florida
$292K – – –
RCAG
603
Rehmann Capital Advisory Group
Michigan
$292K -$1.32K -9 -0.4%
RCM
604
Radnor Capital Management
Pennsylvania
$292K – – –
CCM
605
Cribstone Capital Management
Maine
$292K – – –
ECM
606
ETrade Capital Management
Virginia
$292K +$292K +1,998 New
VFM
607
Viking Fund Management
North Dakota
$292K +$292K +2,000 New
ZCA
608
Zeke Capital Advisors
Pennsylvania
$291K +$57.4K +393 +25%
APP
609
Avantax Planning Partners
Iowa
$287K – – –
SOADOR
610
State of Alaska Department of Revenue
Alaska
$278K +$138K +950 +99%
SLF
611
Sun Life Financial
Ontario, Canada
$278K +$275K +1,884 +10,467%
IPC
612
Independent Portfolio Consultants
Florida
$276K -$133K -913 -33%
FHA
613
Flagship Harbor Advisors
Massachusetts
$276K – – –
DCM
614
Dimension Capital Management
Florida
$276K – – –
SNT
615
Security National Trust
West Virginia
$275K – – –
PP
616
Prudential plc
United Kingdom
$268K -$92.4K -633 -26%
MML Investors Services
617
MML Investors Services
Massachusetts
$268K +$268K +1,838 New
WPC
618
Waters Parkerson & Co
Louisiana
$263K – – –
WTB
619
Washington Trust Bank
Washington
$263K – – –
AG
620
Advisor Group
Arizona
$260K +$10.5K +72 +4%
PM
621
Parametrica Management
Hong Kong
$256K +$256K +1,756 New
TBA
622
Train Babcock Advisors
New York
$255K -$36.4K -250 -13%
NAM
623
North American Management
Massachusetts
$254K – – –
FP
624
FDO Partners
Massachusetts
$252K +$252K +1,729 New
IDBONY
625
Israel Discount Bank of New York
New York
$248K – – –
23 24
25
26 27