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S&P Global

752 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, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% 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
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
601
Shelton Capital Management
Colorado
$295K
WS
602
Wedbush Securities
California
$294K +$833 +6 +0.3%
SWA
603
Sutton Wealth Advisors
Florida
$292K
RCAG
604
Rehmann Capital Advisory Group
Michigan
$292K -$1.25K -9 -0.4%
CCM
605
Cribstone Capital Management
Maine
$292K
RCM
606
Radnor Capital Management
Pennsylvania
$292K
ECM
607
ETrade Capital Management
Virginia
$292K +$277K +1,998 New
VFM
608
Viking Fund Management
North Dakota
$292K +$278K +2,000 New
ZCA
609
Zeke Capital Advisors
Pennsylvania
$291K +$54.6K +393 +25%
APP
610
Avantax Planning Partners
Iowa
$287K
SOADOR
611
State of Alaska Department of Revenue
Alaska
$278K +$132K +950 +99%
SLF
612
Sun Life Financial
Ontario, Canada
$278K +$262K +1,884 +10,467%
IPC
613
Independent Portfolio Consultants
Florida
$276K -$127K -913 -33%
DCM
614
Dimension Capital Management
Florida
$276K
FHA
615
Flagship Harbor Advisors
Massachusetts
$276K
SNT
616
Security National Trust
West Virginia
$275K
PP
617
Prudential plc
United Kingdom
$268K -$87.9K -633 -26%
MML Investors Services
618
MML Investors Services
Massachusetts
$268K +$255K +1,838 New
WTB
619
Washington Trust Bank
Washington
$263K
WPC
620
Waters Parkerson & Co
Louisiana
$263K
AG
621
Advisor Group
Arizona
$260K +$10K +72 +4%
PM
622
Parametrica Management
Hong Kong
$256K +$244K +1,756 New
TBA
623
Train Babcock Advisors
New York
$255K -$34.7K -250 -13%
NAM
624
North American Management
Massachusetts
$254K
FP
625
FDO Partners
Massachusetts
$252K +$240K +1,729 New

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.