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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
EB
626
Eastern Bank
Massachusetts
$586K
WP
627
WMS Partners
Maryland
$584K
KCM
628
Kanawha Capital Management
Virginia
$576K
IAA
629
Independent Advisor Alliance
North Carolina
$574K -$775 -4 -0.1%
GT
630
Greenleaf Trust
Michigan
$572K +$77.8K +402 +17%
IIM
631
Intact Investment Management
Quebec, Canada
$569K
WF
632
WealthTrust Fairport
Ohio
$564K
NO
633
Ninety One
South Africa
$562K
WT
634
Whittier Trust
California
$553K +$225K +1,164 +80%
LOAME
635
Lombard Odier Asset Management (Europe)
United Kingdom
$552K
WIA
636
Wealthstreet Investment Advisors
Texas
$547K
IIC
637
Ironwood Investment Counsel
Arizona
$542K
CCA
638
Checchi Capital Advisers
California
$538K -$6K -31 -1%
GFP
639
Gryphon Financial Partners
Ohio
$536K -$21.3K -110 -4%
ACA
640
Aptus Capital Advisors
Alabama
$526K +$484K +2,500 New
DBRC
641
D.B. Root & Company
Pennsylvania
$522K +$480K +2,480 New
CG
642
Colony Group
Massachusetts
$520K -$17.4K -90 -4%
LS
643
Livforsakringsbolaget Skandia
Sweden
$519K +$38.7K +200 +9%
SW
644
SVB Wealth
Massachusetts
$515K -$308K -1,592 -39%
BFS
645
Bradley Foster & Sargent
Connecticut
$502K +$53.3K +275 +13%
CAM
646
Close Asset Management
United Kingdom
$499K -$17.6M -91,097 -97%
WS
647
Wedbush Securities
California
$499K +$33.1K +171 +8%
ACI
648
Alpha Cubed Investments
California
$495K -$38.7K -200 -8%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$494K -$18.4K -95 -4%
RCAG
650
Rehmann Capital Advisory Group
Michigan
$492K +$30.4K +157 +7%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.