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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
626
Redwood Investment Management
Arizona
$675K +$675K +2,836 New
CAPTRUST Financial Advisors
627
CAPTRUST Financial Advisors
North Carolina
$670K -$48.3K -212 -7%
TCM
628
Teza Capital Management
Illinois
$670K +$670K +2,941 New
BCM
629
BlueCrest Capital Management
Jersey
$666K -$1.16M -5,073 -63%
RMCM
630
Reynders McVeigh Capital Management
Massachusetts
$661K -$45.5K -200 -6%
MRCM
631
M&R Capital Management
New Jersey
$654K – – –
LS
632
Livforsakringsbolaget Skandia
Sweden
$653K +$91.1K +400 +16%
DWM
633
Doyle Wealth Management
Florida
$648K – – –
GT
634
Greenleaf Trust
Michigan
$643K +$24.1K +106 +4%
BJL
635
Brighton Jones LLC
Washington
$639K -$46.7K -205 -7%
CA
636
Clearstead Advisors
Ohio
$638K – – –
EB
637
Eastern Bank
Massachusetts
$634K – – –
WT
638
Whittier Trust
California
$631K +$33.3K +146 +6%
CCA
639
Checchi Capital Advisers
California
$631K +$49.4K +217 +8%
IAA
640
Independent Advisor Alliance
North Carolina
$625K +$3.19K +14 +0.5%
KCM
641
Kanawha Capital Management
Virginia
$623K – – –
PT
642
Plimoth Trust
Massachusetts
$622K -$164K -720 -21%
NO
643
Ninety One
South Africa
$608K – – –
SAM
644
Symphony Asset Management
California
$606K +$606K +2,662 New
Northwestern Mutual Wealth Management
645
Northwestern Mutual Wealth Management
Wisconsin
$598K +$67.5K +296 +13%
LOAME
646
Lombard Odier Asset Management (Europe)
United Kingdom
$597K – – –
WIA
647
Wealthstreet Investment Advisors
Texas
$592K – – –
IIC
648
Ironwood Investment Counsel
Arizona
$586K – – –
MAFM
649
Mid Atlantic Financial Management
Pennsylvania
$583K -$137K -603 -19%
SF
650
Synovus Financial
Georgia
$582K +$543K +2,379 +1,375%
24 25
26
27 28