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S&P Global

752 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, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% 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
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
701
Cutler Group
California
$29K -$173K -1,243 -86%
BGIM
702
Brandywine Global Investment Management
Pennsylvania
$29K
FHA
703
First Horizon Advisors
Tennessee
$29K
NSIM
704
North Star Investment Management
Illinois
$29K
IIC
705
Integrated Investment Consultants
Michigan
$29K +$28K +202 New
PMFA
706
Plante Moran Financial Advisors
Michigan
$27K
PFBT
707
Parkside Financial Bank & Trust
Missouri
$27K +$9.72K +70 +60%
FC
708
Ferris Capital
Massachusetts
$27K +$25.5K +184 New
AIM
709
Advantage Investment Management
Iowa
$24K
QAM
710
QCI Asset Management
New York
$22K
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$20K
VIA
712
Vantage Investment Advisors
Pennsylvania
$20K
BAM
713
Barrett Asset Management
New York
$18K
SFSIG
714
San Francisco Sentry Investment Group
California
$18K +$17.4K +125 New
SPIA
715
Steward Partners Investment Advisory
New York
$17K
EFSCE
716
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$13.6K -98 -49%
GWM
717
Geneos Wealth Management
Colorado
$15K
NFG
718
Next Financial Group
Texas
$15K
M
719
MOTCO
Texas
$14K +$13.6K +98 New
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K
GBT
721
Grove Bank & Trust
Florida
$13K +$3.75K +27 +44%
NA
722
NewEdge Advisors
Louisiana
$12.9K +$12.1K +87 New
WIM
723
Westside Investment Management
California
$12.2K
WA
724
Winfield Associates
Ohio
$12K +$3.61K +26 +45%
BFEC
725
Benjamin F. Edwards & Company
Missouri
$11K

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.