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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
651
Coastline Trust
Rhode Island
$958K – – –
MERSOM
652
Municipal Employees' Retirement System of Michigan
Michigan
$953K +$13.7K +50 +1%
CCIA
653
Campbell & Co Investment Adviser
Maryland
$944K +$944K +3,457 New
CG
654
Colony Group
Massachusetts
$939K +$265K +970 +39%
WP
655
WMS Partners
Maryland
$931K – – –
BFA
656
Brendel Financial Advisors
New Hampshire
$899K +$197K +720 +28%
CC
657
Chicago Capital
Illinois
$896K – – –
JCM
658
Jacobsen Capital Management
Utah
$892K +$273 +1 +0%
AF
659
Advisornet Financial
Minnesota
$886K +$31.1K +114 +4%
WSFS
660
Wilmington Savings Fund Society
Delaware
$878K -$9.56K -35 -1%
HH
661
HWG Holdings
Texas
$878K +$369K +1,351 +72%
Northwestern Mutual Wealth Management
662
Northwestern Mutual Wealth Management
Wisconsin
$855K +$52.4K +192 +7%
HKAM
663
Horizon Kinetics Asset Management
New York
$853K – – –
FBFS
664
First Business Financial Services
Wisconsin
$852K -$4.91K -18 -0.6%
SF
665
Synovus Financial
Georgia
$846K +$132K +485 +18%
PK
666
Pflug Koory
Nebraska
$829K – – –
EB
667
Eastern Bank
Massachusetts
$826K -$5.46K -20 -0.7%
VFM
668
Viking Fund Management
North Dakota
$819K – – –
SW
669
SVB Wealth
Massachusetts
$819K +$93.3K +342 +13%
IIM
670
Intact Investment Management
Quebec, Canada
$819K +$410K +1,500 +100%
Twin Tree Management
671
Twin Tree Management
Texas
$817K +$817K +2,993 New
CRC
672
Curi RMB Capital
Illinois
$816K +$546 +2 +0.1%
JCM
673
JS Capital Management
New York
$815K +$815K +2,984 New
MC
674
Machina Capital
France
$810K -$709K -2,597 -47%
RIM
675
Rampart Investment Management
Connecticut
$810K +$38.2K +140 +5%
25 26
27
28 29