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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
651
Northwestern Mutual Wealth Management
Wisconsin
$490K +$30.6K +158 +7%
PI
652
Putnam Investments
Massachusetts
$483K -$31K -160 -7%
RIM
653
Rampart Investment Management
Connecticut
$478K -$28.9K -149 -6%
PV
654
Private Vista
Illinois
$476K
ISL
655
Ingalls & Snyder LLC
New York
$474K
VAS
656
Vestmark Advisory Solutions
Massachusetts
$466K +$428K +2,211 New
TAM
657
Trillium Asset Management
Massachusetts
$464K
HB
658
Homrich & Berg
Georgia
$463K +$194 +1 +0%
IWC
659
Integrated Wealth Concepts
Massachusetts
$462K +$424K +2,192 New
Susquehanna International Group
660
Susquehanna International Group
Pennsylvania
$459K +$422K +2,181 New
B
661
Barings
North Carolina
$458K
TNB
662
Thomasville National Bank
Georgia
$455K
BCM
663
Brookstone Capital Management
Illinois
$450K -$630K -3,253 -60%
SFSIG
664
San Francisco Sentry Investment Group
California
$446K -$10.1K -52 -2%
CSIC
665
Clifford Swan Investment Counsel
California
$446K
IDBONY
666
Israel Discount Bank of New York
New York
$442K
VWM
667
Venturi Wealth Management
Texas
$437K -$69.3K -358 -15%
ONB
668
Old National Bancorp
Indiana
$434K
BFC
669
Blue Fin Capital
Rhode Island
$422K +$23K +119 +6%
RCM
670
Radnor Capital Management
Pennsylvania
$421K
HT
671
Heritage Trust
Oklahoma
$421K +$387K +2,000 New
CA
672
Commerzbank Aktiengesellschaft
Germany
$418K -$179K -923 -32%
GG
673
Gofen & Glossberg
Illinois
$416K -$9.68K -50 -2%
LWAC
674
Laurel Wealth Advisors (California)
California
$410K -$2.52K -13 -0.7%
DCM
675
Dimension Capital Management
Florida
$408K

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.