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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
676
Dorsey & Whitney Trust
South Dakota
$408K +$33.3K +172 +10%
GFS
677
GYL Financial Synergies
Connecticut
$407K
BOS
678
Bank of Stockton
California
$406K -$14.5K -75 -4%
FMWA
679
Forvis Mazars Wealth Advisors
Missouri
$406K +$54.4K +281 +17%
OPCM
680
Osborne Partners Capital Management
California
$396K -$265K -1,370 -42%
GEM
681
Global Endowment Management
North Carolina
$392K +$360K +1,860 New
FHA
682
Flagship Harbor Advisors
Massachusetts
$385K -$8.33K -43 -2%
SG Americas Securities
683
SG Americas Securities
New York
$379K -$4.12M -21,275 -92%
GAM
684
Griffin Asset Management
New York
$379K
WPC
685
Waters Parkerson & Co
Louisiana
$379K
SWA
686
Sutton Wealth Advisors
Florida
$378K +$1.74K +9 +0.5%
Massachusetts Financial Services
687
Massachusetts Financial Services
Massachusetts
$376K -$196K -1,014 -36%
SCA
688
Snowden Capital Advisors
New York
$375K -$13.6K -70 -4%
WA
689
Wambolt & Associates
Colorado
$375K +$10.3K +53 +3%
AMCA
690
Arthur M. Cohen & Associates
Illinois
$373K
ZCM
691
Zebra Capital Management
Connecticut
$372K -$43K -222 -11%
CCB
692
Cutter & Co Brokerage
Missouri
$371K +$20.9K +108 +7%
NAM
693
North American Management
Massachusetts
$366K
NHC
694
Nicholas Hoffman & Company
Georgia
$365K +$61K +315 +22%
CWM
695
Confluence Wealth Management
Oregon
$363K +$106K +545 +46%
PCM
696
Penserra Capital Management
California
$362K -$142K -731 -31%
CGL
697
Clarius Group LLC
Washington
$360K +$331K +1,707 New
FMLI
698
Fukoku Mutual Life Insurance
Japan
$358K -$38.7K -200 -11%
HCMT
699
Highland Capital Management (Tennessee)
Tennessee
$358K -$8.13K -42 -2%
AIM
700
Arcadia Investment Management
Michigan
$354K

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.