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S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
651
Lombard Odier Asset Management (Europe)
United Kingdom
$512K
NHC
652
Nicholas Hoffman & Company
Georgia
$511K +$10.7K +52 +2%
WIA
653
Wealthstreet Investment Advisors
Texas
$508K
LFS
654
Legacy Financial Strategies
Kansas
$504K +$111K +539 +24%
IIC
655
Ironwood Investment Counsel
Arizona
$503K -$25.8K -125 -5%
CG
656
Colony Group
Massachusetts
$500K
RIM
657
Rampart Investment Management
Connecticut
$492K +$537K +2,603 +100%
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$489K
ISL
659
Ingalls & Snyder LLC
New York
$488K
ACI
660
Alpha Cubed Investments
California
$483K +$3.3K +16 +0.6%
TSS
661
Two Sigma Securities
New York
$480K +$507K +2,457 New
CI
662
Cavalier Investments
Georgia
$469K
GLA
663
Great Lakes Advisors
Illinois
$466K +$45.4K +220 +10%
APA
664
American Portfolios Advisors
New York
$463K +$120K +583 +33%
ZCM
665
Zebra Capital Management
Connecticut
$462K -$584K -2,829 -54%
NIMI
666
Natixis Investment Managers International
France
$460K +$35.7K +173 +8%
MCM
667
McKinley Capital Management
Alaska
$459K -$2.27K -11 -0.5%
ATC
668
Argent Trust Co
Tennessee
$453K -$2.27K -11 -0.5%
Walleye Trading
669
Walleye Trading
New York
$453K +$478K +2,317 New
GT
670
Greenleaf Trust
Michigan
$452K -$11.1K -54 -2%
LS
671
Livforsakringsbolaget Skandia
Sweden
$443K -$475K -2,300 -50%
PV
672
Private Vista
Illinois
$442K +$13K +63 +3%
Massachusetts Financial Services
673
Massachusetts Financial Services
Massachusetts
$441K +$466K +2,258 New
BFC
674
Blue Fin Capital
Rhode Island
$438K +$11.8K +57 +3%
CYG
675
Clean Yield Group
Vermont
$435K +$196K +950 +75%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.