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S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
701
Fukoku Mutual Life Insurance
Japan
$371K -$20.6K -100 -5%
P
702
Pitcairn
Pennsylvania
$367K -$10.1K -49 -3%
SCA
703
Snowden Capital Advisors
New York
$366K +$37.2K +180 +11%
SL
704
Signition LP
New York
$365K +$386K +1,868 New
AC
705
Addison Capital
Pennsylvania
$361K -$61.9K -300 -14%
DWT
706
Dorsey & Whitney Trust
South Dakota
$358K +$18.8K +91 +5%
GAM
707
Griffin Asset Management
New York
$352K
WPC
708
Waters Parkerson & Co
Louisiana
$352K
CCM
709
Compton Capital Management
Rhode Island
$352K +$24.8K +120 +7%
SWA
710
Sutton Wealth Advisors
Florida
$347K
GH
711
GAM Holding
Switzerland
$342K +$136K +659 +60%
NAM
712
North American Management
Massachusetts
$340K
IDBONY
713
Israel Discount Bank of New York
New York
$332K
AIM
714
Arcadia Investment Management
Michigan
$328K
PM
715
Parametrica Management
Hong Kong
$328K +$347K +1,679 New
FA
716
FDx Advisors
Illinois
$326K +$40.5K +196 +13%
CCB
717
Cutter & Co Brokerage
Missouri
$323K
ACA
718
Anchor Capital Advisors
Massachusetts
$320K
EF
719
Empirical Finance
Pennsylvania
$317K +$11.6K +56 +4%
CS
720
Cannell & Spears
New York
$316K -$2.48K -12 -0.7%
SPIA
721
Steward Partners Investment Advisory
New York
$314K +$254K +1,232 +327%
BIC
722
Beach Investment Counsel
Pennsylvania
$313K
CT
723
Chicago Trust
Illinois
$313K
SPC
724
Sigma Planning Corp
Michigan
$309K -$20.6K -100 -6%
S
725
SignatureFD
Georgia
$308K -$35.5K -172 -10%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.