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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
601
Bar Harbor Wealth Management
New Hampshire
$732K – – –
CC
602
Chicago Capital
Illinois
$719K – – –
FWCM
603
Ferguson Wellman Capital Management
Oregon
$705K – – –
CM
604
Caption Management
Oklahoma
$703K +$703K +3,600 New
LWS
605
Lucia Wealth Services
California
$701K -$17.6K -90 -2%
PT
606
Plimoth Trust
Massachusetts
$699K -$44K -225 -6%
PNAA
607
Pictet North America Advisors
Switzerland
$698K +$698K +3,574 New
BAS
608
Brown Advisory Securities
Maryland
$684K – – –
Flossbach Von Storch
609
Flossbach Von Storch
Germany
$684K +$684K +3,500 New
Impax Asset Management Group
610
Impax Asset Management Group
United Kingdom
$672K +$672K +3,439 New
TYCC
611
Texas Yale Capital Corp
Florida
$664K – – –
RMCM
612
Reynders McVeigh Capital Management
Massachusetts
$645K -$19.5K -100 -3%
SGM
613
Skye Global Management
Florida
$645K +$645K +3,300 New
HK
614
Horizon Kinetics
New York
$640K -$186K -950 -22%
TPWA
615
TRUE Private Wealth Advisors
Oregon
$638K +$17.2K +88 +3%
OPCM
616
Osborne Partners Capital Management
California
$635K – – –
Macquarie Group
617
Macquarie Group
Australia
$628K -$195K -1,000 -24%
PI
618
Putnam Investments
Massachusetts
$625K -$17.2K -88 -3%
BA
619
Boston Advisors
Massachusetts
$623K -$158K -810 -20%
AF
620
Advisornet Financial
Minnesota
$623K -$1.56K -8 -0.3%
CAN
621
Claraphi Advisory Network
United States
$611K +$311K +1,593 +104%
FA
622
FMA Advisory
Pennsylvania
$604K -$9.19K -47 -1%
SAM
623
Symphony Asset Management
California
$603K +$603K +3,084 New
WSFS
624
Wilmington Savings Fund Society
Delaware
$599K +$9.2K +47 +2%
PK
625
Pflug Koory
Nebraska
$593K -$234K -1,200 -28%
23 24
25
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