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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
676
Brendel Financial Advisors
New Hampshire
$630K +$273K +1,117 +77%
APA
677
American Portfolios Advisors
New York
$624K +$252K +1,027 +68%
PC
678
PA Capital
Virginia
$622K -$335K -1,368 -35%
CC
679
Cedar Capital
Illinois
$621K +$621K +2,533 New
BAM
680
Belpointe Asset Management
Nevada
$620K -$2.45K -10 -0.4%
BFA
681
Beaumont Financial Advisors
Massachusetts
$618K +$6.13K +25 +1%
BFC
682
Blue Fin Capital
Rhode Island
$612K +$58.7K +240 +11%
CG
683
Caprock Group
Idaho
$607K +$88.5K +361 +17%
CG
684
Colony Group
Massachusetts
$605K – – –
SFS
685
Sowell Financial Services
Arkansas
$604K +$604K +2,464 New
CGL
686
Clarius Group LLC
Washington
$601K +$37.7K +154 +7%
FA
687
FMA Advisory
Pennsylvania
$598K +$490 +2 +0.1%
JLBC
688
J.L. Bainbridge & Co
Florida
$590K +$734 +3 +0.1%
BFS
689
Bradley Foster & Sargent
Connecticut
$585K – – –
WS
690
Wedbush Securities
California
$584K -$1.23K -5 -0.2%
CAM
691
Close Asset Management
United Kingdom
$580K – – –
RCAG
692
Rehmann Capital Advisory Group
Michigan
$579K +$7.84K +32 +1%
ACI
693
Alpha Cubed Investments
California
$563K – – –
MAFM
694
Mid Atlantic Financial Management
Pennsylvania
$550K -$76.9K -314 -12%
SFSIG
695
San Francisco Sentry Investment Group
California
$549K +$19.6K +80 +4%
WB
696
WesBanco Bank
West Virginia
$549K +$549K +2,240 New
VAS
697
Vestmark Advisory Solutions
Massachusetts
$544K +$2.45K +10 +0.5%
IDBONY
698
Israel Discount Bank of New York
New York
$542K -$24.5K -100 -4%
EMG
699
Ellington Management Group
Connecticut
$539K +$539K +2,200 New
RT
700
Rockland Trust
Massachusetts
$539K +$539K +2,249 New
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