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S&P Global
SPGI

Overview Fund Activity

836 hedge funds and large institutions have $36.8B invested in S&P Global in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+82
Holders Change %
+10.88%
% of All Funds
18.99%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
135
Increased
288
Reduced
253
Closed
43
Calls
$179M
Puts
$96M
Net Calls
+$83.2M
Net Calls Change
+$52M

Top Buyers

1
TP
Tesuji Partners
New Jersey
$180M
2
NIPH
NN Investment Partners Holdings
Netherlands
$157M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
4
TP
Third Point
New York
$305M
5
Renaissance Technologies
Renaissance Technologies
New York
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$647M
2
ECU
Egerton Capital (UK)
United Kingdom
$430M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$146M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
701
Essex Investment Management
Massachusetts
$225K +$225K +1,330 New
CA
702
Calton & Associates
Florida
$222K +$222K +1,214 New
AR
703
Advisory Research
Illinois
$217K -$4.24K -25 -2%
CIC
704
Carnegie Investment Counsel
Ohio
$213K +$213K +1,167 New
Mirae Asset Global Investments
705
Mirae Asset Global Investments
South Korea
$209K +$209K +1,232 New
HB
706
Homrich & Berg
Georgia
$206K +$206K +1,215 New
GAG
707
GM Advisory Group
New York
$204K +$204K +1,203 New
MIC
708
Meridian Investment Counsel
California
$204K +$204K +1,205 New
S
709
SignatureFD
Georgia
$204K +$204K +1,206 New
CCT
710
Country Club Trust
Missouri
$203K +$203K +1,200 New
SBWM
711
Sunflower Bank Wealth Management
Arizona
$203K +$203K +1,200 New
Fiera Capital (Canada)
712
Fiera Capital (Canada)
Quebec, Canada
$200K -$46.4K -274 -19%
IBOK
713
Independence Bank of Kentucky
Kentucky
$198K +$198K +1,167 New
TG
714
TLP Group
Illinois
$191K +$171K +1,007 +853%
PA
715
Parallel Advisors
California
$180K +$4.42K +26 +3%
VCM
716
Versant Capital Management
Arizona
$178K – – –
NIM
717
NuWave Investment Management
New Jersey
$172K +$172K +1,019 New
BDWM
718
Brewin Dolphin Wealth Management
Ireland
$169K – – –
APA
719
American Portfolios Advisors
New York
$152K +$152K +899 New
WB
720
Webster Bank
Connecticut
$147K – – –
STA
721
Summit Trail Advisors
New York
$144K +$144K +794 New
WAM
722
Wealthspire Advisors (Maryland)
Maryland
$142K +$67.2K +396 +90%
GLI
723
Guardian Life Insurance
New York
$141K +$42.9K +253 +44%
EA
724
Edge Advisors
Georgia
$139K – – –
ST
725
Smithfield Trust
Pennsylvania
$137K +$86.6K +510 +172%
27 28
29
30 31