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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$503K -$455 -2 -0.1%
Capstone Investment Advisors
677
Capstone Investment Advisors
New York
$503K +$491K +2,156 +4,227%
Walleye Trading
678
Walleye Trading
New York
$503K +$503K +2,210 New
PI
679
Putnam Investments
Massachusetts
$502K -$21K -92 -4%
HB
680
Homrich & Berg
Georgia
$493K -$7.51K -33 -2%
TNB
681
Thomasville National Bank
Georgia
$492K – – –
SFSIG
682
San Francisco Sentry Investment Group
California
$492K +$10.2K +45 +2%
BCM
683
Brookstone Capital Management
Illinois
$487K – – –
CSIC
684
Clifford Swan Investment Counsel
California
$483K – – –
CG
685
Caprock Group
Idaho
$482K +$113K +496 +31%
Assenagon Asset Management
686
Assenagon Asset Management
Luxembourg
$477K -$1.45M -6,364 -75%
Qube Research & Technologies (QRT)
687
Qube Research & Technologies (QRT)
United Kingdom
$477K -$977K -4,288 -67%
BL
688
BFSG LLC
California
$477K +$477K +2,092 New
VF
689
Virtu Financial
New York
$474K -$1.29M -5,674 -73%
ONB
690
Old National Bancorp
Indiana
$470K +$1.14K +5 +0.2%
SCM
691
Shelton Capital Management
Colorado
$460K +$363K +1,594 +375%
HT
692
Heritage Trust
Oklahoma
$456K – – –
RCM
693
Radnor Capital Management
Pennsylvania
$456K – – –
FNC
694
First National Corp
Massachusetts
$456K +$456K +2,000 New
CWM
695
Confluence Wealth Management
Oregon
$445K +$52.4K +230 +13%
SCA
696
Snowden Capital Advisors
New York
$444K +$38.5K +169 +9%
GG
697
Gofen & Glossberg
Illinois
$444K -$5.69K -25 -1%
DCM
698
Dimension Capital Management
Florida
$442K – – –
LWAC
699
Laurel Wealth Advisors (California)
California
$440K -$2.96K -13 -0.7%
GFS
700
GYL Financial Synergies
Connecticut
$433K -$7.52K -33 -2%
26 27
28
29 30