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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
701
Braun-Bostich & Associates
Pennsylvania
$432K -$385K -1,691 -47%
PV
702
Private Vista
Illinois
$432K -$83.4K -366 -16%
DWT
703
Dorsey & Whitney Trust
South Dakota
$430K -$10.5K -46 -2%
OPCM
704
Osborne Partners Capital Management
California
$428K – – –
FMWA
705
Forvis Mazars Wealth Advisors
Missouri
$424K -$15K -66 -3%
GC
706
Guardian Capital
Ontario, Canada
$424K +$47.9K +210 +13%
VWM
707
Venturi Wealth Management
Texas
$422K -$45.5K -200 -10%
FHA
708
Flagship Harbor Advisors
Massachusetts
$418K +$683 +3 +0.2%
QCG
709
Quadrant Capital Group
Ohio
$416K +$59.1K +267 +17%
BOS
710
Bank of Stockton
California
$413K -$26.2K -115 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
711
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$411K +$137K +600 +50%
SWA
712
Sutton Wealth Advisors
Florida
$410K +$1.6K +7 +0.4%
DBRC
713
D.B. Root & Company
Pennsylvania
$410K -$154K -678 -27%
WPC
714
Waters Parkerson & Co
Louisiana
$410K – – –
GAM
715
Griffin Asset Management
New York
$410K – – –
AC
716
Athanor Capital
New York
$410K +$410K +1,800 New
HAM
717
Highstreet Asset Management
Ontario, Canada
$405K -$311K -1,368 -43%
AMCA
718
Arthur M. Cohen & Associates
Illinois
$399K – – –
CCB
719
Cutter & Co Brokerage
Missouri
$395K -$6.84K -30 -2%
WA
720
Wambolt & Associates
Colorado
$395K -$1.82K -8 -0.5%
NHC
721
Nicholas Hoffman & Company
Georgia
$392K -$3.65K -16 -0.9%
GFP
722
Gryphon Financial Partners
Ohio
$391K -$189K -831 -33%
HCMT
723
Highland Capital Management (Tennessee)
Tennessee
$387K – – –
EH
724
Employers Holdings
Nevada
$387K +$387K +1,700 New
CT
725
Coastline Trust
Rhode Island
$384K +$384K +1,685 New
27 28
29
30 31