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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
626
Viking Fund Management
North Dakota
$586K – – –
BJL
627
Brighton Jones LLC
Washington
$583K +$1.37K +7 +0.2%
SAM
628
Silvercrest Asset Management
New York
$578K +$8.2K +42 +1%
AI
629
Atria Investments
North Carolina
$577K -$71.8K -367 -11%
MML Investors Services
630
MML Investors Services
Massachusetts
$562K +$156K +799 +38%
MRCM
631
M&R Capital Management
New Jersey
$561K -$7.81K -40 -1%
AA
632
ALPS Advisors
Colorado
$554K -$261K -1,336 -32%
CRC
633
Curi RMB Capital
Illinois
$554K +$37.5K +192 +7%
CCA
634
Checchi Capital Advisers
California
$553K +$7.62K +39 +1%
IA
635
IFP Advisors
Florida
$551K +$28.5K +146 +5%
WP
636
WMS Partners
Maryland
$547K -$32.6K -167 -6%
CA
637
Clearstead Advisors
Ohio
$547K -$3.52K -18 -0.6%
SWM
638
Segment Wealth Management
Texas
$545K -$44K -225 -7%
EB
639
Eastern Bank
Massachusetts
$543K – – –
BFM
640
Boothbay Fund Management
New York
$538K -$193K -989 -26%
DCM
641
Donaldson Capital Management
Indiana
$536K +$340K +1,743 +174%
MUS
642
Mitsubishi UFJ Securities
Japan
$535K +$103K +530 +24%
KCM
643
Kanawha Capital Management
Virginia
$534K – – –
FNBOO
644
First National Bank of Omaha
Nebraska
$528K -$66.9K -342 -11%
CAM
645
Close Asset Management
United Kingdom
$528K – – –
JLBC
646
J.L. Bainbridge & Co
Florida
$527K +$293K +1,498 +125%
SGA
647
Strategic Global Advisors
California
$526K -$4.1K -21 -0.8%
WF
648
WealthTrust Fairport
Ohio
$524K – – –
NO
649
Ninety One
South Africa
$521K – – –
LOAME
650
Lombard Odier Asset Management (Europe)
United Kingdom
$512K – – –
24 25
26
27 28