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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
676
Boothbay Fund Management
New York
$807K -$137K -500 -14%
OTPPB
677
Ontario Teachers' Pension Plan Board
Ontario, Canada
$806K -$8.77M -32,104 -92%
Coatue Management
678
Coatue Management
New York
$805K +$805K +2,947 New
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$798K – – –
FWCM
680
Ferguson Wellman Capital Management
Oregon
$797K +$2.46K +9 +0.3%
GFPC
681
Global Financial Private Client
Florida
$796K +$796K +2,917 New
WP
682
WealthShield Partners
North Carolina
$796K +$66.7K +244 +9%
ASN
683
Advisory Services Network
Georgia
$790K +$568K +2,082 +256%
OC
684
Oakmont Corp
California
$786K +$786K +2,878 New
CC
685
Cedar Capital
Illinois
$784K +$92.8K +340 +13%
AWM
686
AE Wealth Management
Kansas
$778K +$462K +1,693 +146%
DWM
687
Doyle Wealth Management
Florida
$777K – – –
SAM
688
Sompo Asset Management
Japan
$770K +$216K +790 +39%
LBD
689
Landsberg Bennett & Dubbaneh
Florida
$766K +$766K +2,816 New
RMCM
690
Reynders McVeigh Capital Management
Massachusetts
$756K -$27.3K -100 -3%
GW
691
GW & Wade
Massachusetts
$754K -$77.3K -283 -9%
LBA
692
Lowell Blake & Associates
Massachusetts
$751K +$751K +2,750 New
S
693
Seeyond
France
$750K -$52.4K -192 -7%
KCM
694
Kanawha Capital Management
Virginia
$745K -$2.19K -8 -0.3%
BFA
695
Beaumont Financial Advisors
Massachusetts
$741K +$52.7K +193 +8%
GDP
696
Great Diamond Partners
Maine
$738K +$738K +2,704 New
AFM
697
Anson Funds Management
Texas
$737K +$737K +2,700 New
NA
698
NewEdge Advisors
Louisiana
$736K +$32.2K +118 +5%
IIC
699
Ironwood Investment Counsel
Arizona
$732K +$1.09K +4 +0.1%
LWS
700
Lucia Wealth Services
California
$731K -$37.7K -138 -5%
26 27
28
29 30