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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
651
Ferguson Wellman Capital Management
Oregon
$713K -$61.3K -250 -8%
WT
652
Whittier Trust
California
$704K +$25.5K +104 +4%
RMCM
653
Reynders McVeigh Capital Management
Massachusetts
$703K -$8.08K -33 -1%
LS
654
Livforsakringsbolaget Skandia
Sweden
$702K – – –
DWM
655
Doyle Wealth Management
Florida
$697K – – –
CAPTRUST Financial Advisors
656
CAPTRUST Financial Advisors
North Carolina
$696K -$24.5K -100 -3%
RIM
657
Rampart Investment Management
Connecticut
$693K -$89.7K -366 -11%
LWS
658
Lucia Wealth Services
California
$690K -$51.7K -211 -7%
CA
659
Clearstead Advisors
Ohio
$686K – – –
KCM
660
Kanawha Capital Management
Virginia
$670K – – –
WIA
661
Wealthstreet Investment Advisors
Texas
$666K – – –
BJL
662
Brighton Jones LLC
Washington
$662K -$26K -106 -4%
CCA
663
Checchi Capital Advisers
California
$658K -$21.6K -88 -3%
IIC
664
Ironwood Investment Counsel
Arizona
$656K +$25.7K +105 +4%
NO
665
Ninety One
South Africa
$654K – – –
WP
666
WealthShield Partners
North Carolina
$654K +$72.7K +297 +13%
SW
667
SVB Wealth
Massachusetts
$651K +$51.4K +210 +9%
Qube Research & Technologies (QRT)
668
Qube Research & Technologies (QRT)
United Kingdom
$646K +$133K +543 +26%
SF
669
Synovus Financial
Georgia
$643K +$17.6K +72 +3%
LOAME
670
Lombard Odier Asset Management (Europe)
United Kingdom
$642K – – –
Tudor Investment Corp
671
Tudor Investment Corp
Connecticut
$640K +$640K +2,613 New
IAA
672
Independent Advisor Alliance
North Carolina
$637K -$34.5K -141 -5%
SPC
673
Sigma Planning Corp
Michigan
$637K +$245K +1,000 +62%
IWC
674
Integrated Wealth Concepts
Massachusetts
$637K +$637K +2,602 New
NA
675
NewEdge Advisors
Louisiana
$634K +$368K +1,496 +138%
25 26
27
28 29