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S&P Global
SPGI

Overview Fund Activity

707 hedge funds and large institutions have $29B invested in S&P Global in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
707
Holders Change
+38
Holders Change %
+5.68%
% of All Funds
17.63%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.7%
New
99
Increased
206
Reduced
283
Closed
50
Calls
$91.5M
Puts
$82.8M
Net Calls
+$8.68M
Net Calls Change
+$65.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.02B
2
MWNA
2
Marshall Wace North America
New York
$170M
3
VVP
3
Vulcan Value Partners
Alabama
$158M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$136M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$134M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Jennison Associates
2
Jennison Associates
New York
$357M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$8.74M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.57B
5
JHIU
5
Janus Henderson Investors US
Colorado
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
651
AssetMark Inc
California
$35K 264 -253 -49%
GAM
652
Gemmer Asset Management
California
$35K 267 – –
WPA
653
West Paces Advisors
Georgia
$34.4K 263 – –
FPFS
654
First Personal Financial Services
North Carolina
$29K 224 -20 -8%
TWA
655
TCI Wealth Advisors
Arizona
$29K 225 -1 -0.4%
BGIM
656
Brandywine Global Investment Management
Pennsylvania
$26K 194 -58,356 -100%
AIM
657
Acrospire Investment Management
Illinois
$26K 200 -700 -78%
EFSCE
658
Enterprise Financial Services Corp (EFSC)
Missouri
$26K 201 – –
NSIM
659
North Star Investment Management
Illinois
$26K 200 – –
ST
660
Smithfield Trust
Pennsylvania
$26K 200 – –
JCM
661
Jacobi Capital Management
Pennsylvania
$26K 200 – –
FHA
662
First Horizon Advisors
Tennessee
$25K 195 – –
PMFA
663
Plante Moran Financial Advisors
Michigan
$24K 183 – –
AIM
664
Advantage Investment Management
Iowa
$21K 161 – –
CMBA
665
C.M. Bidwell & Associates
Hawaii
$20K 150 -30 -17%
QAM
666
QCI Asset Management
New York
$20K 150 – –
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$18K 136 – –
VIA
668
Vantage Investment Advisors
Pennsylvania
$18K 140 – –
BAM
669
Barrett Asset Management
New York
$16K 125 +125 New
PFBT
670
Parkside Financial Bank & Trust
Missouri
$15K 116 -1,463 -93%
SPIA
671
Steward Partners Investment Advisory
New York
$15K 120 – –
GWM
672
Geneos Wealth Management
Colorado
$14K 108 -14 -11%
NFG
673
Next Financial Group
Texas
$14K 104 – –
FDCDDQ
674
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K 90 +90 New
WIM
675
Westside Investment Management
California
$10.7K 82 – –
25 26
27
28 29