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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
626
Lombard Odier Asset Management (Europe)
United Kingdom
$501K -$85.6K -448 -15%
ECM
627
ETrade Capital Management
Virginia
$498K +$105K +550 +27%
WIA
628
Wealthstreet Investment Advisors
Texas
$497K – – –
CA
629
Cynosure Advisors
Utah
$494K +$4.77K +25 +1%
CG
630
Colony Group
Massachusetts
$489K +$29.6K +155 +6%
MCM
631
McKinley Capital Management
Alaska
$481K +$195K +1,023 +68%
AIL
632
AGF Investments LLC
Ontario, Canada
$464K +$441K +2,311 +1,926%
CI
633
Cavalier Investments
Georgia
$459K – – –
MUS
634
Mitsubishi UFJ Securities
Japan
$457K – – –
Macquarie Group
635
Macquarie Group
Australia
$443K -$764 -4 -0.2%
BOS
636
Bank of Stockton
California
$439K -$85.9K -450 -16%
RCAG
637
Rehmann Capital Advisory Group
Michigan
$439K -$17.6K -92 -4%
GFPC
638
Global Financial Private Capital
Florida
$427K +$8.78K +46 +2%
DCM
639
Driehaus Capital Management
Illinois
$426K -$8.4K -44 -2%
GW
640
GW & Wade
Massachusetts
$422K +$422K +2,211 New
LOAMS
641
Lombard Odier Asset Management (Switzerland)
Switzerland
$414K +$414K +2,166 New
TCM
642
Tuttle Capital Management
Connecticut
$414K +$414K +2,169 New
TNB
643
Thomasville National Bank
Georgia
$413K – – –
FA
644
FDx Advisors
Illinois
$413K +$27.4K +143 +7%
Fuller & Thaler Asset Management
645
Fuller & Thaler Asset Management
California
$411K -$95.6K -500 -19%
AC
646
Addison Capital
Pennsylvania
$410K -$65.7K -344 -14%
LWAC
647
Laurel Wealth Advisors (California)
California
$409K +$18.5K +97 +5%
CSIC
648
Clifford Swan Investment Counsel
California
$405K -$953K -4,990 -70%
BFS
649
Bradley Foster & Sargent
Connecticut
$404K +$404K +2,112 New
Northwestern Mutual Wealth Management
650
Northwestern Mutual Wealth Management
Wisconsin
$403K +$35.2K +184 +10%
24 25
26
27 28