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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
S
701
SignatureFD
Georgia
$354K +$83.7K +432 +35%
AC
702
Addison Capital
Pennsylvania
$353K -$25.2K -130 -7%
GCC
703
Guardian Capital (Canada)
Ontario, Canada
$347K -$38.7K -200 -11%
DZ Bank
704
DZ Bank
Germany
$346K -$393K -2,028 -55%
CG
705
Caprock Group
Idaho
$341K +$45.7K +236 +17%
CL
706
CPWM LLC
Washington
$338K
BIC
707
Beach Investment Counsel
Pennsylvania
$337K
CS
708
Cannell & Spears
New York
$337K
FNBOSM
709
First National Bank of South Miami
Florida
$335K
CAN
710
Cetera Advisor Networks
California
$335K +$12.8K +66 +4%
C
711
Cerebellum
California
$334K +$15.3K +79 +5%
Cetera Investment Advisers
712
Cetera Investment Advisers
Illinois
$331K +$13K +67 +4%
PVWM
713
Point View Wealth Management
New Jersey
$330K +$8.71K +45 +3%
SYBT
714
Stock Yards Bank & Trust
Kentucky
$327K
QCG
715
Quadrant Capital Group
Ohio
$327K +$31.2K +161 +11%
P
716
Pitcairn
Pennsylvania
$326K -$10.3K -53 -3%
APA
717
American Portfolios Advisors
New York
$320K +$28.3K +146 +11%
CSS
718
Cubist Systematic Strategies
Connecticut
$320K -$819K -4,230 -74%
Parallax Volatility Advisers
719
Parallax Volatility Advisers
California
$319K +$293K +1,515 New
ST
720
Spinnaker Trust
Maine
$319K +$294K +1,517 New
RTS
721
Round Table Services
New Jersey
$318K +$11K +57 +4%
PA
722
Parallel Advisors
California
$317K +$53.1K +274 +22%
SPIA
723
Steward Partners Investment Advisory
New York
$313K -$5.81K -30 -2%
CA
724
Centerpoint Advisors
Massachusetts
$313K
AW
725
Alpha Windward
Massachusetts
$312K -$4.07K -21 -1%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.