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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$1.1M -$95.6K -350 -8%
EM
627
Excalibur Management
Massachusetts
$1.09M – – –
MML Investors Services
628
MML Investors Services
Massachusetts
$1.09M +$53K +194 +5%
TNB
629
TCF National Bank
South Dakota
$1.08M -$25.9K -95 -2%
BWP
630
Baldwin Wealth Partners
Massachusetts
$1.08M – – –
AP
631
Appleton Partners
Massachusetts
$1.07M -$66.4K -243 -6%
WC
632
Woodstock Corp
Massachusetts
$1.07M -$128K -470 -11%
IMRF
633
Illinois Municipal Retirement Fund
Illinois
$1.06M +$1.06M +3,880 New
Luther King Capital Management (LKCM)
634
Luther King Capital Management (LKCM)
Texas
$1.06M +$54.6K +200 +5%
SV
635
Sturgeon Ventures
United Kingdom
$1.05M +$1.05M +3,841 New
CAPTRUST Financial Advisors
636
CAPTRUST Financial Advisors
North Carolina
$1.05M +$258K +929 +33%
PCP
637
Proficio Capital Partners
Massachusetts
$1.05M -$2.18K -8 -0.2%
TSW
638
Thompson Siegel & Walmsley
Virginia
$1.04M +$1.04M +3,825 New
HPIA
639
Hamilton Point Investment Advisors
North Carolina
$1.04M – – –
FCM
640
Fortis Capital Management
Washington
$1.04M +$1.04M +3,800 New
FTIOP
641
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.03M -$27.3K -100 -3%
EI
642
Ethic Inc
New York
$1.03M +$1.03M +3,758 New
GCP
643
GSA Capital Partners
United Kingdom
$1.02M -$816K -2,990 -44%
CI
644
Conning Inc
Connecticut
$1.02M -$10.9K -40 -1%
RBA
645
Richard Bernstein Advisors
New York
$1.02M – – –
LFS
646
Legacy Financial Strategies
Kansas
$1.01M +$59.8K +219 +6%
ACM
647
Alethea Capital Management
Washington
$1.01M +$1.01M +3,687 New
SCA
648
Snowden Capital Advisors
New York
$1.01M +$62.5K +229 +7%
AT
649
Arden Trust
Delaware
$995K -$109K -400 -10%
CEP
650
Chicago Equity Partners
Illinois
$973K +$594K +2,175 +156%
24 25
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