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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
701
Frontier Wealth Management
Missouri
$296K +$296K +1,550 New
CA
702
Centerpoint Advisors
Massachusetts
$293K -$12.4K -65 -4%
CAM
703
Congress Asset Management
Massachusetts
$291K – – –
PVWM
704
Point View Wealth Management
New Jersey
$290K – – –
HCMT
705
Highland Capital Management (Texas)
Texas
$287K -$8.32M -43,500 -97%
UC
706
Unio Capital
New Jersey
$287K – – –
WP
707
WealthShield Partners
North Carolina
$283K +$13K +68 +5%
SNT
708
Security National Trust
West Virginia
$280K -$79.5K -416 -22%
DY
709
Dowling & Yahnke
California
$280K – – –
FSA
710
Franklin Street Advisors
North Carolina
$280K – – –
WT
711
Whittier Trust
California
$279K – – –
CL
712
CPWM LLC
Washington
$279K +$279K +1,459 New
AC
713
Alexandria Capital
Virginia
$277K -$38.2K -200 -12%
EDRH
714
Edmond de Rothschild Holding
Switzerland
$276K -$484K -2,531 -64%
QCG
715
Quadrant Capital Group
Ohio
$274K +$4.78K +26 +2%
CA
716
Calton & Associates
Florida
$268K +$35.6K +186 +15%
SPWA
717
SteelBridge Private Wealth Advisors
Florida
$267K – – –
SSW
718
Smith Shellnut Wilson
Mississippi
$263K -$81.4K -425 -24%
NP
719
Ninepoint Partners
Ontario, Canada
$260K -$111K -580 -30%
GC
720
Gilbert & Cook
Iowa
$258K +$258K +1,350 New
LIM
721
Leavell Investment Management
Alabama
$256K – – –
CAN
722
Cetera Advisor Networks
California
$256K +$256K +1,334 New
HB
723
Homrich & Berg
Georgia
$255K +$22.9K +120 +10%
BB
724
Busey Bank
Illinois
$251K +$251K +1,313 New
LA
725
Lau Associates
Delaware
$248K -$57.2K -300 -19%
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