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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
601
Trust Company of Vermont
Vermont
$1.02M +$65.9K +269 +7%
AIM
602
Anchor Investment Management
South Carolina
$1.01M -$7.35K -30 -0.7%
PCM
603
Prana Capital Management
Connecticut
$1M -$12.9M -52,644 -93%
AWE
604
Avidian Wealth Enterprises
Texas
$1M +$1M +4,091 New
WF
605
Welch & Forbes
Massachusetts
$992K – – –
TNB
606
TCF National Bank
South Dakota
$992K +$992K +4,050 New
SWM
607
Segment Wealth Management
Texas
$990K -$17.1K -70 -2%
AT
608
Arden Trust
Delaware
$990K -$11.5K -47 -1%
EM
609
Excalibur Management
Massachusetts
$981K -$244K -997 -20%
BWP
610
Baldwin Wealth Partners
Massachusetts
$969K -$61.3K -250 -6%
RIM
611
Redwood Investment Management
Arizona
$946K +$251K +1,026 +36%
FTIOP
612
Fiduciary Trust International of Pennsylvania
Pennsylvania
$945K +$20.8K +85 +2%
PCP
613
Proficio Capital Partners
Massachusetts
$940K -$1.47K -6 -0.2%
HPIA
614
Hamilton Point Investment Advisors
North Carolina
$931K – – –
MML Investors Services
615
MML Investors Services
Massachusetts
$927K +$7.35K +30 +0.8%
CI
616
Conning Inc
Connecticut
$923K +$2.45K +10 +0.3%
RBA
617
Richard Bernstein Advisors
New York
$911K – – –
CC
618
ClearArc Capital
Ohio
$911K +$14.7K +60 +2%
ECM
619
ExodusPoint Capital Management
New York
$906K +$612K +2,500 +208%
DK
620
Darrell & King
Virginia
$903K – – –
Luther King Capital Management (LKCM)
621
Luther King Capital Management (LKCM)
Texas
$900K – – –
TRCT
622
Tower Research Capital (TRC)
New York
$876K -$3.92K -16 -0.4%
LFS
623
Legacy Financial Strategies
Kansas
$867K +$36.8K +148 +4%
CT
624
Coastline Trust
Rhode Island
$860K +$447K +1,825 +108%
SGM
625
Skye Global Management
Florida
$857K +$857K +3,500 New
23 24
25
26 27