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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
601
Oppenheimer & Co
New York
$1.31M +$7.37K +27 +0.6%
ED
602
Exane Derivatives
France
$1.31M -$87.4K -297 -6%
IEFM
603
IQ EQ Fund Management
Ireland
$1.3M -$94.7K -347 -7%
LFASL
604
Lugano Financial Advisors SA (LFA)
Switzerland
$1.3M +$1.3M +4,759 New
CAM
605
Cozad Asset Management
Illinois
$1.29M -$51.9K -190 -4%
SI
606
Stephens Inc
Arkansas
$1.28M -$100K -367 -7%
B
607
Bailard
California
$1.28M +$21.3K +78 +2%
PCM
608
Parsons Capital Management
Rhode Island
$1.25M +$273 +1 +0%
WT
609
Whittier Trust
California
$1.24M +$459K +1,680 +58%
AWM
610
Avitas Wealth Management
California
$1.24M -$1.09K -4 -0.1%
Jane Street
611
Jane Street
New York
$1.23M -$2.84M -10,412 -70%
SC
612
Scotia Capital
Ontario, Canada
$1.21M +$43.4K +159 +4%
IB
613
Intrust Bank
Kansas
$1.2M -$20.2K -74 -2%
BUB
614
BBVA USA Bancshares
Texas
$1.19M +$1.19M +4,362 New
Cerity Partners
615
Cerity Partners
New York
$1.19M -$61.7K -226 -5%
TCOV
616
Trust Company of Vermont
Vermont
$1.18M +$43.4K +159 +4%
AIM
617
Anchor Investment Management
South Carolina
$1.17M +$51.9K +190 +5%
IRF
618
IBM Retirement Fund
New York
$1.17M -$42.9K -157 -4%
CIC
619
Cutler Investment Counsel
Oregon
$1.16M – – –
VI
620
Vestcor Inc
New Brunswick, Canada
$1.16M +$1.16M +4,238 New
GIA
621
Guyasuta Investment Advisors
Pennsylvania
$1.14M – – –
WF
622
Welch & Forbes
Massachusetts
$1.11M – – –
SWM
623
Segment Wealth Management
Texas
$1.1M – – –
FHB
624
First Hawaiian Bank
Hawaii
$1.1M +$258K +945 +31%
BAM
625
Belpointe Asset Management
Nevada
$1.1M +$412K +1,510 +60%
23 24
25
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