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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
651
Leavell Investment Management
Alabama
$210K +$210K +1,341 New
SC
652
Savant Capital
Illinois
$209K +$209K +1,338 New
Mariner
653
Mariner
Kansas
$205K +$205K +1,314 New
AR
654
Advisory Research
Illinois
$204K +$204K +1,305 New
DZ Bank
655
DZ Bank
Germany
$181K – – –
SFSIG
656
San Francisco Sentry Investment Group
California
$181K +$161K +1,035 +828%
DCM
657
Dupont Capital Management
Delaware
$174K -$55.3K -353 -24%
Northwestern Mutual Wealth Management
658
Northwestern Mutual Wealth Management
Wisconsin
$173K -$24.7K -158 -13%
VCM
659
Versant Capital Management
Arizona
$164K -$5.14K -33 -3%
PA
660
Parallel Advisors
California
$163K -$3.63K -23 -2%
PCM
661
Penserra Capital Management
California
$159K +$45.2K +291 +40%
BDWM
662
Brewin Dolphin Wealth Management
Ireland
$156K +$156K +1,000 New
JWM
663
Jacobus Wealth Management
Wisconsin
$156K – – –
ACM
664
Americafirst Capital Management
California
$150K +$150K +960 New
WB
665
Webster Bank
Connecticut
$136K – – –
EA
666
Edge Advisors
Georgia
$128K – – –
NAMA
667
Nikko Asset Management Americas
New York
$125K -$328K -2,100 -72%
TC
668
Trust Company
Kansas
$125K – – –
ABA
669
American Beacon Advisors
Texas
$123K – – –
FIB
670
First Interstate Bank
Montana
$121K – – –
CLM
671
ClearBridge LLC (Maryland)
Maryland
$120K +$120K +770 New
ASN
672
Advisory Services Network
Georgia
$117K – – –
BL
673
Balentine LLC
Georgia
$117K – – –
SSB
674
Sandy Spring Bank
Maryland
$109K – – –
SIAS
675
Shine Investment Advisory Services
Colorado
$108K +$45.5K +291 +73%
25 26
27
28 29