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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
626
Wright Investors Service
Connecticut
$252K -$215K -1,375 -46%
BIC
627
Beach Investment Counsel
Pennsylvania
$250K – – –
CS
628
Cannell & Spears
New York
$250K – – –
LA
629
Lau Associates
Delaware
$250K – – –
BL
630
BFSG LLC
California
$248K +$18.3K +117 +8%
ARMT
631
Amica Retiree Medical Trust
Rhode Island
$247K – – –
GCA
632
Gideon Capital Advisors
New York
$245K -$178K -1,137 -42%
WT
633
Whittier Trust
California
$244K – – –
SYBT
634
Stock Yards Bank & Trust
Kentucky
$243K – – –
VF
635
Virtu Financial
New York
$242K +$25.7K +165 +12%
NHC
636
Nicholas Hoffman & Company
Georgia
$241K – – –
PVWM
637
Point View Wealth Management
New Jersey
$238K – – –
DJSG
638
D.J. St. Germain
Massachusetts
$234K – – –
FC
639
Forte Capital
New York
$232K – – –
DY
640
Dowling & Yahnke
California
$229K – – –
FSA
641
Franklin Street Advisors
North Carolina
$229K – – –
GFPC
642
Global Financial Private Capital
Florida
$229K +$229K +1,467 New
DTL
643
Dynamic Technology Lab
Singapore
$228K -$1.38M -8,820 -86%
Fiera Capital (Canada)
644
Fiera Capital (Canada)
Quebec, Canada
$228K +$228K +1,456 New
1832 Asset Management
645
1832 Asset Management
Ontario, Canada
$228K +$228K +1,502 New
SPWA
646
SteelBridge Private Wealth Advisors
Florida
$225K -$26.9K -172 -11%
DG
647
Davidson & Garrard
Virginia
$224K – – –
BST
648
Bath Savings Trust
Maine
$219K +$219K +1,400 New
EF
649
Empirical Finance
Pennsylvania
$219K +$219K +1,400 New
QCG
650
Quadrant Capital Group
Ohio
$218K +$4.76K +32 +2%
24 25
26
27 28