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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
676
Guardian Life Insurance
New York
$91K – – –
Carson Wealth (CWM LLC)
677
Carson Wealth (CWM LLC)
Nebraska
$87K +$34.7K +221 +66%
CS
678
Credential Securities
$84.2K +$17.2K +110 +26%
CFA
679
Carroll Financial Associates
North Carolina
$82K – – –
NSIM
680
North Star Investment Management
Illinois
$80K +$48.9K +315 +158%
GBBWRPM
681
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$75K -$10.9K -70 -13%
BONST
682
Bank of Nova Scotia Trust
Ontario, Canada
$75K +$75K +480 New
SFG
683
SevenBridge Financial Group
Pennsylvania
$73K +$14.1K +90 +24%
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K – – –
AssetMark Inc
685
AssetMark Inc
California
$72K +$28.9K +185 +67%
PFO
686
Pathstone Family Office
New Jersey
$71K – – –
WAM
687
Wealthspire Advisors (Maryland)
Maryland
$69K +$9.08K +58 +15%
BFEC
688
Benjamin F. Edwards & Company
Missouri
$64K +$52.2K +333 +444%
DBT
689
Dubuque Bank & Trust
Iowa
$63K – – –
EMG
690
ETF Managers Group
New Jersey
$63K +$5.15K +33 +9%
AP
691
Advisors Preferred
Maryland
$63K +$63K +402 New
FPF
692
FNY Partners Fund
New York
$62K -$46.5K -300 -43%
KTC
693
Kistler-Tiffany Companies
Pennsylvania
$55K +$47.1K +300 +600%
IWM
694
IHT Wealth Management
Illinois
$54K -$10.8K -68 -17%
AAP
695
Arax Advisory Partners
Colorado
$51K +$924 +6 +2%
IIC
696
Integrated Investment Consultants
Michigan
$50K +$18.4K +118 +58%
MIC
697
MU Investments Company
Japan
$48K +$7.74K +50 +19%
ARMC
698
American Research & Management Company
Massachusetts
$47K – – –
FFC
699
First Financial Corp
Indiana
$47K – – –
ST
700
Smithfield Trust
Pennsylvania
$46K +$6.2K +40 +16%
26 27
28
29 30