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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARTA
601
A.R.T. Advisors
New York
$823K +$823K +3,615 New
TRCT
602
Tower Research Capital (TRC)
New York
$818K -$92.6K -407 -10%
PCM
603
Prelude Capital Management
New York
$801K -$722K -3,172 -47%
NIT
604
NumerixS Investment Technologies
British Columbia, Canada
$797K -$159K -700 -17%
LFS
605
Legacy Financial Strategies
Kansas
$796K +$21.9K +92 +3%
MERSOM
606
Municipal Employees' Retirement System of Michigan
Michigan
$784K +$9.12K +40 +1%
W
607
WealthStone
Ohio
$784K +$784K +3,441 New
HI
608
Horizon Investments
North Carolina
$779K +$524K +2,301 +206%
PHK
609
Point72 Hong Kong
Hong Kong
$753K +$561K +2,463 +292%
AC
610
Arjuna Capital
North Carolina
$750K +$750K +3,294 New
FHB
611
First Hawaiian Bank
Hawaii
$749K +$6.61K +29 +0.9%
HKAM
612
Horizon Kinetics Asset Management
New York
$746K – – –
AssetMark Inc
613
AssetMark Inc
California
$744K -$55.6K -244 -7%
WSFS
614
Wilmington Savings Fund Society
Delaware
$739K +$3.19K +14 +0.4%
EA
615
Emerald Advisers
Pennsylvania
$736K -$356K -1,561 -33%
RIM
616
Rampart Investment Management
Connecticut
$727K +$210K +922 +41%
FWCM
617
Ferguson Wellman Capital Management
Oregon
$720K – – –
FBFS
618
First Business Financial Services
Wisconsin
$715K – – –
CRC
619
Curi RMB Capital
Illinois
$696K +$1.37K +6 +0.2%
GW
620
GW & Wade
Massachusetts
$694K -$37.8K -166 -5%
PK
621
Pflug Koory
Nebraska
$692K – – –
LWS
622
Lucia Wealth Services
California
$689K -$101K -444 -13%
VFM
623
Viking Fund Management
North Dakota
$683K – – –
WP
624
WMS Partners
Maryland
$681K +$49K +215 +8%
AF
625
Advisornet Financial
Minnesota
$677K -$29.9K -131 -4%
23 24
25
26 27