We are live on ! Find out more
SPGI icon

S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
601
Mid Atlantic Financial Management
Pennsylvania
$666K +$613K +3,163 New
FWCM
602
Ferguson Wellman Capital Management
Oregon
$665K
CAPTRUST Financial Advisors
603
CAPTRUST Financial Advisors
North Carolina
$664K +$13.9K +72 +2%
HAM
604
Highstreet Asset Management
Ontario, Canada
$663K -$240K -1,238 -28%
FBFS
605
First Business Financial Services
Wisconsin
$661K -$14.1K -73 -2%
MCM
606
McKinley Capital Management
Alaska
$660K -$59.6K -308 -9%
VanEck Associates
607
VanEck Associates
New York
$660K +$607K +3,137 New
RMCM
608
Reynders McVeigh Capital Management
Massachusetts
$653K -$38.1K -197 -6%
AF
609
Advisornet Financial
Minnesota
$653K
BSPF
610
British Steel Pension Fund
United Kingdom
$647K -$62.9K -325 -10%
TAM
611
Tiverton Asset Management
Delaware
$645K +$593K +3,063 New
CRC
612
Curi RMB Capital
Illinois
$641K
PK
613
Pflug Koory
Nebraska
$639K
BJL
614
Brighton Jones LLC
Washington
$634K +$2.52K +13 +0.4%
MRCM
615
M&R Capital Management
New Jersey
$633K
VFM
616
Viking Fund Management
North Dakota
$632K
ACM
617
ADI Capital Management
New York
$632K +$581K +3,000 New
GLA
618
Great Lakes Advisors
Illinois
$628K +$273K +1,409 +90%
FA
619
FMA Advisory
Pennsylvania
$615K +$5.23K +27 +0.9%
CCA
620
Catalyst Capital Advisors
New York
$611K -$38.7K -200 -6%
DWM
621
Doyle Wealth Management
Florida
$610K
Group One Trading
622
Group One Trading
Illinois
$596K +$326K +1,681 +146%
JLBC
623
J.L. Bainbridge & Co
Florida
$594K +$581 +3 +0.1%
CA
624
Clearstead Advisors
Ohio
$590K
JAM
625
Jupiter Asset Management
United Kingdom
$590K +$543K +2,802 New

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.