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S&P Global
SPGI

Overview Fund Activity

907 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, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
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
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
651
Nicholas Hoffman & Company
Georgia
$511K +$10.2K +52 +2%
WIA
652
Wealthstreet Investment Advisors
Texas
$508K – – –
LFS
653
Legacy Financial Strategies
Kansas
$504K +$97K +539 +24%
IIC
654
Ironwood Investment Counsel
Arizona
$503K -$24.4K -125 -5%
CG
655
Colony Group
Massachusetts
$500K – – –
RIM
656
Rampart Investment Management
Connecticut
$492K +$246K +2,603 +100%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$489K – – –
ISL
658
Ingalls & Snyder LLC
New York
$488K – – –
ACI
659
Alpha Cubed Investments
California
$483K +$3.01K +16 +0.6%
TSS
660
Two Sigma Securities
New York
$480K +$480K +2,457 New
CI
661
Cavalier Investments
Georgia
$469K – – –
GLA
662
Great Lakes Advisors
Illinois
$466K +$42.9K +220 +10%
APA
663
American Portfolios Advisors
New York
$463K +$114K +583 +33%
ZCM
664
Zebra Capital Management
Connecticut
$462K -$553K -2,829 -54%
NIMI
665
Natixis Investment Managers International
France
$460K +$33.8K +173 +8%
MCM
666
McKinley Capital Management
Alaska
$459K -$2.15K -11 -0.5%
ATC
667
Argent Trust Co
Tennessee
$453K -$2.13K -11 -0.5%
Walleye Trading
668
Walleye Trading
New York
$453K +$453K +2,317 New
GT
669
Greenleaf Trust
Michigan
$452K -$10.6K -54 -2%
LS
670
Livforsakringsbolaget Skandia
Sweden
$443K -$449K -2,300 -50%
PV
671
Private Vista
Illinois
$442K +$12.3K +63 +3%
Massachusetts Financial Services
672
Massachusetts Financial Services
Massachusetts
$441K +$441K +2,258 New
BFC
673
Blue Fin Capital
Rhode Island
$438K +$11.1K +57 +3%
CYG
674
Clean Yield Group
Vermont
$435K +$186K +950 +75%
GW
675
GW & Wade
Massachusetts
$434K -$2.54K -13 -0.6%
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