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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
651
IFP Advisors
Florida
$401K – – –
ONB
652
Old National Bancorp
Indiana
$394K -$74.6K -390 -16%
GG
653
Gofen & Glossberg
Illinois
$392K – – –
LFS
654
Legacy Financial Strategies
Kansas
$390K +$390K +2,039 New
WS
655
Wedbush Securities
California
$387K +$1.34K +7 +0.3%
SCM
656
Shelton Capital Management
Colorado
$386K – – –
SF
657
Synovus Financial
Georgia
$382K -$16.4K -86 -4%
FMLI
658
Fukoku Mutual Life Insurance
Japan
$382K – – –
RCM
659
Radnor Capital Management
Pennsylvania
$382K – – –
LA
660
Lucus Advisors
New York
$382K +$382K +2,000 New
EP
661
Edgestream Partners
New Jersey
$376K -$39.4K -206 -9%
BL
662
BFSG LLC
California
$374K -$5.16K -27 -1%
P
663
Pitcairn
Pennsylvania
$372K -$51.9K -272 -12%
DCM
664
Dimension Capital Management
Florida
$371K +$9.94K +52 +3%
SFS
665
Sowell Financial Services
Arkansas
$371K +$22.5K +120 +6%
ATC
666
Argent Trust Co
Tennessee
$369K +$369K +1,931 New
OFG
667
OmniStar Financial Group
North Carolina
$367K +$12K +63 +3%
AW
668
Alpha Windward
Massachusetts
$352K -$18.5K -97 -5%
DCM
669
Dupont Capital Management
Delaware
$347K +$347K +1,817 New
WPC
670
Waters Parkerson & Co
Louisiana
$344K – – –
GAM
671
Griffin Asset Management
New York
$344K – – –
SWA
672
Sutton Wealth Advisors
Florida
$344K -$38.4K -201 -10%
GH
673
GAM Holding
Switzerland
$343K -$2.2M -11,512 -87%
NAM
674
North American Management
Massachusetts
$332K – – –
SFSIG
675
San Francisco Sentry Investment Group
California
$330K +$49.6K +259 +18%
25 26
27
28 29