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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
676
Cornerstone Advisors (Washington)
Washington
$68K +$1.8K +13 +3%
MUS
677
Mitsubishi UFJ Securities
Japan
$67K +$23.6K +170 +59%
PFO
678
Pathstone Family Office
New Jersey
$66K -$1.67K -12 -3%
CS
679
Credential Securities
$62.7K +$3.75K +27 +7%
DBT
680
Dubuque Bank & Trust
Iowa
$58K
AIM
681
Acrospire Investment Management
Illinois
$58K +$27.8K +200 +100%
SIAS
682
Shine Investment Advisory Services
Colorado
$58K +$55.5K +400 New
WAM
683
Wealthspire Advisors (Maryland)
Maryland
$56K +$8.61K +62 +19%
SFG
684
SevenBridge Financial Group
Pennsylvania
$55K
EMG
685
ETF Managers Group
New Jersey
$54K +$51.5K +371 New
Carson Wealth (CWM LLC)
686
Carson Wealth (CWM LLC)
Nebraska
$49K
AAP
687
Arax Advisory Partners
Colorado
$47K +$139 +1 +0.3%
ARMC
688
American Research & Management Company
Massachusetts
$44K -$18.7K -135 -31%
FFC
689
First Financial Corp
Indiana
$44K
AssetMark Inc
690
AssetMark Inc
California
$40K +$1.67K +12 +5%
TWA
691
TCI Wealth Advisors
Arizona
$40K +$7.08K +51 +23%
PCP
692
Proficio Capital Partners
Massachusetts
$39K -$24.2K -174 -41%
GAM
693
Gemmer Asset Management
California
$39K
WPA
694
West Paces Advisors
Georgia
$38.4K
ST
695
Smithfield Trust
Pennsylvania
$38K +$7.92K +57 +29%
MIC
696
MU Investments Company
Japan
$38K +$36.1K +260 New
FPFS
697
First Personal Financial Services
North Carolina
$33K
HFM
698
Harvest Fund Management
China
$32K +$30.4K +219 New
TRCT
699
Tower Research Capital (TRC)
New York
$32K +$30.5K +220 New
JCM
700
Jacobi Capital Management
Pennsylvania
$30K

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.