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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
651
Belpointe Asset Management
Nevada
$578K -$438K -1,922 -43%
TAM
652
Trillium Asset Management
Massachusetts
$578K +$76.7K +337 +15%
SPIA
653
Steward Partners Investment Advisory
New York
$575K +$236K +1,039 +70%
ACA
654
Aptus Capital Advisors
Alabama
$569K – – –
BFA
655
Beaumont Financial Advisors
Massachusetts
$569K +$569K +2,496 New
CG
656
Colony Group
Massachusetts
$563K – – –
SW
657
SVB Wealth
Massachusetts
$558K +$228 +1 +0%
Federated Hermes
658
Federated Hermes
Pennsylvania
$557K -$199K -875 -26%
FA
659
FMA Advisory
Pennsylvania
$556K -$109K -480 -16%
JLBC
660
J.L. Bainbridge & Co
Florida
$548K -$67.6K -297 -11%
IIM
661
Intact Investment Management
Quebec, Canada
$547K -$68.4K -300 -11%
BFS
662
Bradley Foster & Sargent
Connecticut
$544K – – –
WS
663
Wedbush Securities
California
$544K +$4.33K +19 +0.8%
MCM
664
McKinley Capital Management
Alaska
$541K -$173K -759 -24%
WP
665
WealthShield Partners
North Carolina
$541K +$218K +958 +68%
CAM
666
Close Asset Management
United Kingdom
$540K – – –
TFA
667
Transamerica Financial Advisors
Florida
$536K +$536K +2,353 New
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$535K – – –
RCAG
669
Rehmann Capital Advisory Group
Michigan
$531K -$1.37K -6 -0.3%
IDBONY
670
Israel Discount Bank of New York
New York
$527K +$48.9K +215 +10%
ACI
671
Alpha Cubed Investments
California
$524K -$11.4K -50 -2%
CGL
672
Clarius Group LLC
Washington
$524K +$135K +591 +35%
BFC
673
Blue Fin Capital
Rhode Island
$515K +$58.3K +256 +13%
ISL
674
Ingalls & Snyder LLC
New York
$513K – – –
HH
675
HWG Holdings
Texas
$508K +$508K +2,229 New
25 26
27
28 29