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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
701
Cornerstone Advisors (Washington)
Washington
$45K -$28.5K -182 -39%
GAM
702
Gemmer Asset Management
California
$42K – – –
WPA
703
West Paces Advisors
Georgia
$41.1K – – –
PCP
704
Proficio Capital Partners
Massachusetts
$40K – – –
TWA
705
TCI Wealth Advisors
Arizona
$36K -$7.39K -47 -17%
FPFS
706
First Personal Financial Services
North Carolina
$35K – – –
HFM
707
Harvest Fund Management
China
$34K – – –
JCM
708
Jacobi Capital Management
Pennsylvania
$32K – – –
GBT
709
Grove Bank & Trust
Florida
$32K +$18K +115 +129%
BGIM
710
Brandywine Global Investment Management
Pennsylvania
$31K – – –
PMFA
711
Plante Moran Financial Advisors
Michigan
$29K – – –
ZB
712
Zions Bancorporation
Utah
$27K +$21K +133 +350%
PFBT
713
Parkside Financial Bank & Trust
Missouri
$26K -$2.12K -14 -8%
AIM
714
Advantage Investment Management
Iowa
$25K +$154 +1 +0.6%
TF
715
Tompkins Financial
New York
$25K +$25K +160 New
GT
716
Greenleaf Trust
Michigan
$25K +$25K +163 New
QAM
717
QCI Asset Management
New York
$23K – – –
VIA
718
Vantage Investment Advisors
Pennsylvania
$22K – – –
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
BAM
720
Barrett Asset Management
New York
$20K – – –
SPIA
721
Steward Partners Investment Advisory
New York
$18K – – –
TG
722
TLP Group
Illinois
$18K +$18K +118 New
NFG
723
Next Financial Group
Texas
$17K – – –
FHA
724
First Horizon Advisors
Tennessee
$16K -$15.2K -95 -49%
GWM
725
Geneos Wealth Management
Colorado
$16K – – –
27 28
29
30 31