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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$651M
2
OAG
Orbis Allan Gray
Bermuda
+$283M
3
FCM
Farallon Capital Management
California
+$192M
4
Harris Associates
Harris Associates
Illinois
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$105M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$264M
3
Renaissance Technologies
Renaissance Technologies
New York
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
626
Kanawha Capital Management
Virginia
$576K – – –
IAA
627
Independent Advisor Alliance
North Carolina
$574K -$842 -4 -0.1%
GT
628
Greenleaf Trust
Michigan
$572K +$84.6K +402 +17%
IIM
629
Intact Investment Management
Quebec, Canada
$569K – – –
WF
630
WealthTrust Fairport
Ohio
$564K – – –
NO
631
Ninety One
South Africa
$562K – – –
WT
632
Whittier Trust
California
$553K +$245K +1,164 +80%
LOAME
633
Lombard Odier Asset Management (Europe)
United Kingdom
$552K – – –
WIA
634
Wealthstreet Investment Advisors
Texas
$547K – – –
IIC
635
Ironwood Investment Counsel
Arizona
$542K – – –
CCA
636
Checchi Capital Advisers
California
$538K -$6.53K -31 -1%
GFP
637
Gryphon Financial Partners
Ohio
$536K -$23.1K -110 -4%
ACA
638
Aptus Capital Advisors
Alabama
$526K +$526K +2,500 New
DBRC
639
D.B. Root & Company
Pennsylvania
$522K +$522K +2,480 New
CG
640
Colony Group
Massachusetts
$520K -$18.9K -90 -4%
LS
641
Livforsakringsbolaget Skandia
Sweden
$519K +$42.1K +200 +9%
SW
642
SVB Wealth
Massachusetts
$515K -$335K -1,592 -39%
BFS
643
Bradley Foster & Sargent
Connecticut
$502K +$57.8K +275 +13%
CAM
644
Close Asset Management
United Kingdom
$499K -$19.2M -91,097 -97%
WS
645
Wedbush Securities
California
$499K +$36K +171 +8%
ACI
646
Alpha Cubed Investments
California
$495K -$42.1K -200 -8%
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$494K -$20K -95 -4%
RCAG
648
Rehmann Capital Advisory Group
Michigan
$492K +$33.1K +157 +7%
Northwestern Mutual Wealth Management
649
Northwestern Mutual Wealth Management
Wisconsin
$490K +$33.3K +158 +7%
PI
650
Putnam Investments
Massachusetts
$483K -$33.7K -160 -7%
24 25
26
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