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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
626
Snowden Capital Advisors
New York
$847K +$369K +1,505 +77%
BFM
627
Boothbay Fund Management
New York
$846K -$2.45M -10,008 -74%
MERSOM
628
Municipal Employees' Retirement System of Michigan
Michigan
$843K – – –
DTL
629
Dynamic Technology Lab
Singapore
$841K +$841K +3,433 New
WP
630
WMS Partners
Maryland
$836K +$103K +422 +14%
CC
631
Chicago Capital
Illinois
$804K -$84.8K -346 -10%
JCM
632
Jacobsen Capital Management
Utah
$800K -$172K -703 -18%
HI
633
HBK Investments
Texas
$798K +$798K +3,257 New
WSFS
634
Wilmington Savings Fund Society
Delaware
$796K +$1.47K +6 +0.2%
Federated Hermes
635
Federated Hermes
Pennsylvania
$788K +$189K +771 +31%
FBFS
636
First Business Financial Services
Wisconsin
$769K – – –
AF
637
Advisornet Financial
Minnesota
$767K +$39.4K +161 +5%
TAM
638
Trillium Asset Management
Massachusetts
$766K +$144K +589 +23%
HKAM
639
Horizon Kinetics Asset Management
New York
$765K -$37.2K -152 -5%
USAA
640
United Services Automobile Association
Texas
$763K -$45.9M -187,176 -98%
FHB
641
First Hawaiian Bank
Hawaii
$758K -$47.5K -194 -6%
MRCM
642
M&R Capital Management
New Jersey
$753K +$49K +200 +7%
EB
643
Eastern Bank
Massachusetts
$747K +$64.9K +265 +10%
GW
644
GW & Wade
Massachusetts
$746K – – –
PK
645
Pflug Koory
Nebraska
$744K – – –
VFM
646
Viking Fund Management
North Dakota
$735K – – –
CRC
647
Curi RMB Capital
Illinois
$731K -$16.7K -68 -2%
Northwestern Mutual Wealth Management
648
Northwestern Mutual Wealth Management
Wisconsin
$720K +$77.8K +318 +12%
S
649
Seeyond
France
$720K +$546K +2,231 +315%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$716K +$140K +573 +24%
24 25
26
27 28