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S&P Global
SPGI

Overview Fund Activity

707 hedge funds and large institutions have $29B invested in S&P Global in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
707
Holders Change
+38
Holders Change %
+5.68%
% of All Funds
17.63%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.7%
New
99
Increased
206
Reduced
283
Closed
50
Calls
$91.5M
Puts
$82.8M
Net Calls
+$8.68M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.02B
2
MWNA
2
Marshall Wace North America
New York
$170M
3
VVP
3
Vulcan Value Partners
Alabama
$158M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$136M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$134M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Jennison Associates
2
Jennison Associates
New York
$357M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$8.74M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.57B
5
JHIU
5
Janus Henderson Investors US
Colorado
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
626
Trust Company
Kansas
$105K 800 – –
ABA
627
American Beacon Advisors
Texas
$103K 790 +790 New
FIB
628
First Interstate Bank
Montana
$101K 775 – –
ASN
629
Advisory Services Network
Georgia
$101K 773 +773 New
BL
630
Balentine LLC
Georgia
$98K 750 – –
RIM
631
Rampart Investment Management
Connecticut
$93K 708 +708 New
SSB
632
Sandy Spring Bank
Maryland
$92K 700 -44 -6%
FMT
633
First Mercantile Trust
Tennessee
$88K 675 -50 -7%
Acadian Asset Management
634
Acadian Asset Management
Massachusetts
$73K 555 +555 New
CFA
635
Carroll Financial Associates
North Carolina
$70K 542 – –
PFO
636
Pathstone Family Office
New Jersey
$61K 466 +466 New
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K 462 – –
CAW
638
Cornerstone Advisors (Washington)
Washington
$60K 456 – –
PCP
639
Proficio Capital Partners
Massachusetts
$60K 429 +217 +102%
ARMC
640
American Research & Management Company
Massachusetts
$57K 435 – –
IWM
641
IHT Wealth Management
Illinois
$53K 408 +30 +8%
CS
642
Credential Securities
$52.6K 402 +301 +298%
CFA
643
CT Financial Advisors
Pennsylvania
$52.3K 400 – –
DBT
644
Dubuque Bank & Trust
Iowa
$52K 400 – –
SFG
645
SevenBridge Financial Group
Pennsylvania
$49K 376 +165 +78%
Carson Wealth (CWM LLC)
646
Carson Wealth (CWM LLC)
Nebraska
$44K 333 -37 -10%
WAM
647
Wealthspire Advisors (Maryland)
Maryland
$42K 321 -28 -8%
AAP
648
Arax Advisory Partners
Colorado
$42K 324 +1 +0.3%
FFC
649
First Financial Corp
Indiana
$39K 300 – –
MUS
650
Mitsubishi UFJ Securities
Japan
$38K 290 +290 New
24 25
26
27 28