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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
701
Confluence Wealth Management
Oregon
$538K +$60K +245 +13%
BL
702
BFSG LLC
California
$533K +$20.1K +82 +4%
PT
703
Plimoth Trust
Massachusetts
$531K -$137K -560 -21%
TNB
704
Thomasville National Bank
Georgia
$529K – – –
DWT
705
Dorsey & Whitney Trust
South Dakota
$524K +$61.1K +249 +13%
PI
706
Putnam Investments
Massachusetts
$520K -$20.1K -82 -4%
CSIC
707
Clifford Swan Investment Counsel
California
$519K – – –
QSS
708
Quantitative Systematic Strategies
Florida
$509K -$5.16M -21,093 -91%
ONB
709
Old National Bancorp
Indiana
$506K – – –
HH
710
Hilltop Holdings
Texas
$505K +$176K +720 +54%
CT
711
Chicago Trust
Illinois
$500K +$9.8K +40 +2%
SAM
712
Sompo Asset Management
Japan
$497K +$166K +680 +50%
SCM
713
Shelton Capital Management
Colorado
$495K – – –
HT
714
Heritage Trust
Oklahoma
$490K – – –
FNC
715
First National Corp
Massachusetts
$490K – – –
RCM
716
Radnor Capital Management
Pennsylvania
$490K – – –
FA
717
Faithward Advisors
Pennsylvania
$490K +$490K +2,000 New
KFA
718
Krane Funds Advisors
New York
$489K +$462K +1,884 +1,697%
BP
719
BBR Partners
New York
$488K +$488K +1,992 New
JT
720
Jump Trading
Illinois
$484K +$484K +1,976 New
LWAC
721
Laurel Wealth Advisors (California)
California
$482K +$8.82K +36 +2%
EA
722
Emerald Advisers
Pennsylvania
$479K -$312K -1,275 -39%
GG
723
Gofen & Glossberg
Illinois
$478K – – –
DCM
724
Dimension Capital Management
Florida
$476K – – –
BFM
725
Boston Financial Management
Massachusetts
$476K +$476K +1,941 New
27 28
29
30 31