SPGI icon

S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
676
MML Investors Services
Massachusetts
$326K -$21.4K -112 -6%
IDBONY
677
Israel Discount Bank of New York
New York
$325K – – –
HSA
678
HBK Sorce Advisory
Pennsylvania
$323K – – –
CG
679
Caprock Group
Idaho
$322K – – –
GT
680
Greenleaf Trust
Michigan
$322K +$36.3K +190 +13%
AIM
681
Arcadia Investment Management
Michigan
$321K – – –
SPC
682
Sigma Planning Corp
Michigan
$321K +$12.6K +66 +4%
CAPTRUST Financial Advisors
683
CAPTRUST Financial Advisors
North Carolina
$319K +$53.7K +288 +20%
ACA
684
Anchor Capital Advisors
Massachusetts
$318K -$34.4K -180 -10%
BFC
685
Blue Fin Capital
Rhode Island
$318K – – –
CCM
686
Compton Capital Management
Rhode Island
$318K +$318K +1,665 New
CCB
687
Cutter & Co Brokerage
Missouri
$316K +$316K +1,655 New
WTB
688
Washington Trust Bank
Washington
$315K -$29.3K -153 -9%
NHC
689
Nicholas Hoffman & Company
Georgia
$314K +$19.7K +103 +7%
WP
690
WMS Partners
Maryland
$312K – – –
DWT
691
Dorsey & Whitney Trust
South Dakota
$310K – – –
S
692
SignatureFD
Georgia
$308K +$77.7K +407 +34%
CYG
693
Clean Yield Group
Vermont
$306K -$383K -2,000 -56%
CS
694
Cannell & Spears
New York
$306K – – –
BIC
695
Beach Investment Counsel
Pennsylvania
$306K – – –
CT
696
Chicago Trust
Illinois
$306K – – –
LSAG
697
Lake Street Advisors Group
New Hampshire
$306K +$12.2K +64 +4%
II
698
Ibex Investors
Colorado
$306K +$306K +1,601 New
SCA
699
Snowden Capital Advisors
New York
$298K +$298K +1,562 New
SYBT
700
Stock Yards Bank & Trust
Kentucky
$297K – – –
26 27
28
29 30