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S&P Global
SPGI

Overview Fund Activity

669 hedge funds and large institutions have $23.9B invested in S&P Global in 2016 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 182 increasing their positions, 252 reducing their positions, and 61 closing their positions.

Holders
669
Holders Change
+47
Holders Change %
+7.56%
% of All Funds
16.75%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
117
Increased
182
Reduced
252
Closed
61
Calls
$88.7M
Puts
$146M
Net Calls
-$57.2M
Net Calls Change
+$837K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$134M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$274M
3
Millennium Management
3
Millennium Management
New York
$121M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$119M
5
State Street
5
State Street
Massachusetts
$1.52B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$48.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.42B
3
Ameriprise
3
Ameriprise
Minnesota
$427M
4
Invesco
4
Invesco
Georgia
$158M
5
TCIM
5
TIAA CREF Investment Management
New York
$178M
Name Market Value Shares Shares
Change 		Shares
Change %
DG
701
Davidson & Garrard
Virginia
– – -1,734 Closed
AAM
702
Aureus Asset Management
Massachusetts
– – -1,734 Closed
PVWM
703
Point View Wealth Management
New Jersey
– – -1,733 Closed
DJSG
704
D.J. St. Germain
Massachusetts
– – -1,700 Closed
CAN
705
Cetera Advisor Networks
California
– – -1,693 Closed
ECM
706
ETrade Capital Management
Virginia
– – -1,663 Closed
BFS
707
Bradley Foster & Sargent
Connecticut
– – -1,650 Closed
NAM
708
North American Management
Massachusetts
– – -1,650 Closed
EP
709
Edgestream Partners
New Jersey
– – -1,636 Closed
FC
710
FIC Capital
New York
– – -1,620 Closed
CT
711
Chicago Trust
Illinois
– – -1,600 Closed
CS
712
Cannell & Spears
New York
– – -1,600 Closed
WSC
713
Wellington Shields & Co
New York
– – -1,600 Closed
LA
714
Lau Associates
Delaware
– – -1,600 Closed
BIC
715
Beach Investment Counsel
Pennsylvania
– – -1,600 Closed
ERIM
716
Eagle Ridge Investment Management
Connecticut
– – -1,600 Closed
S
717
SignatureFD
Georgia
– – -773 Closed
JFA
718
JNBA Financial Advisors
Minnesota
– – -773 Closed
FMA
719
FNY Managed Accounts
New York
– – -721 Closed
WCBA
720
Weaver C. Barksdale & Associates
Tennessee
– – -619 Closed
AWM
721
Avior Wealth Management
Nebraska
– – -500 Closed
PFO
722
Pathstone Family Office
New Jersey
– – -454 Closed
BAM
723
Brave Asset Management
New Jersey
– – -300 Closed
SAM
724
Solaris Asset Management
New York
– – -102 Closed
MWM
725
MinichMacGregor Wealth Management
New York
– – -82 Closed
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