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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
626
Israel Discount Bank of New York
New York
$248K
GLA
627
Great Lakes Advisors
Illinois
$248K +$13.9K +100 +6%
AIM
628
Arcadia Investment Management
Michigan
$245K
RIM
629
Regent Investment Management
Kentucky
$241K -$96.2K -693 -30%
BFC
630
Blue Fin Capital
Rhode Island
$238K -$75K -540 -25%
FC
631
FIC Capital
New York
$237K
SPWA
632
SteelBridge Private Wealth Advisors
Florida
$235K
BIC
633
Beach Investment Counsel
Pennsylvania
$234K
CS
634
Cannell & Spears
New York
$234K
LA
635
Lau Associates
Delaware
$234K
ARMT
636
Amica Retiree Medical Trust
Rhode Island
$230K
DWT
637
Dorsey & Whitney Trust
South Dakota
$228K
WT
638
Whittier Trust
California
$227K
SYBT
639
Stock Yards Bank & Trust
Kentucky
$226K -$2.22K -16 -1%
NHC
640
Nicholas Hoffman & Company
Georgia
$225K +$214K +1,542 New
PVWM
641
Point View Wealth Management
New Jersey
$222K +$211K +1,520 New
DJSG
642
D.J. St. Germain
Massachusetts
$219K +$208K +1,500 New
FC
643
Forte Capital
New York
$217K +$206K +1,484 New
DCM
644
Dupont Capital Management
Delaware
$214K +$203K +1,464 New
FSA
645
Franklin Street Advisors
North Carolina
$214K +$204K +1,466 New
BL
646
BFSG LLC
California
$214K +$204K +1,467 New
DY
647
Dowling & Yahnke
California
$214K +$204K +1,468 New
DCM
648
Driehaus Capital Management
Illinois
$211K -$85.4K -615 -30%
EDRH
649
Edmond de Rothschild Holding
Switzerland
$211K +$58.3K +420 +41%
DG
650
Davidson & Garrard
Virginia
$209K -$41.7K -300 -17%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.