SPGI icon

S&P Global
SPGI

Overview Fund Activity

751 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 242 increasing their positions, 263 reducing their positions, and 37 closing their positions.

Holders
751
Holders Change
+44
Holders Change %
+6.22%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
242
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.51B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$255M
3
AL
3
AJO LP
Pennsylvania
$131M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$268M
5
UBS Group
5
UBS Group
Switzerland
$122M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$137M
2
O
2
OppenheimerFunds
New York
$694M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$608M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$8.54M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
701
North Star Investment Management
Illinois
$29K – – –
FHA
702
First Horizon Advisors
Tennessee
$29K – – –
BGIM
703
Brandywine Global Investment Management
Pennsylvania
$29K – – –
IIC
704
Integrated Investment Consultants
Michigan
$29K +$29K +202 New
PMFA
705
Plante Moran Financial Advisors
Michigan
$27K – – –
PFBT
706
Parkside Financial Bank & Trust
Missouri
$27K +$10.2K +70 +60%
FC
707
Ferris Capital
Massachusetts
$27K +$27K +184 New
AIM
708
Advantage Investment Management
Iowa
$24K – – –
QAM
709
QCI Asset Management
New York
$22K – – –
VIA
710
Vantage Investment Advisors
Pennsylvania
$20K – – –
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
BAM
712
Barrett Asset Management
New York
$18K – – –
SFSIG
713
San Francisco Sentry Investment Group
California
$18K +$18K +125 New
SPIA
714
Steward Partners Investment Advisory
New York
$17K – – –
EFSCE
715
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$14.3K -98 -49%
NFG
716
Next Financial Group
Texas
$15K – – –
GWM
717
Geneos Wealth Management
Colorado
$15K – – –
M
718
MOTCO
Texas
$14K +$14K +98 New
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K – – –
GBT
720
Grove Bank & Trust
Florida
$13K +$3.94K +27 +44%
NA
721
NewEdge Advisors
Louisiana
$12.9K +$12.9K +87 New
WIM
722
Westside Investment Management
California
$12.2K – – –
WA
723
Winfield Associates
Ohio
$12K +$3.71K +26 +45%
BFEC
724
Benjamin F. Edwards & Company
Missouri
$11K – – –
RWA
725
Ropes Wealth Advisors
Massachusetts
$11K +$11K +75 New
27 28
29
30 31