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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
701
Checchi Capital Advisers
California
$728K -$4.37K -16 -0.6%
HS
702
Haafor (Singapore)
Singapore
$728K +$728K +2,667 New
WP
703
WealthSource Partners
California
$721K +$721K +2,641 New
LOAME
704
Lombard Odier Asset Management (Europe)
United Kingdom
$716K – – –
TCM
705
Teza Capital Management
Illinois
$715K -$1.31M -4,802 -65%
CGL
706
Clarius Group LLC
Washington
$715K -$7.07K -24 -1%
IWC
707
Integrated Wealth Concepts
Massachusetts
$715K +$4.37K +16 +0.6%
AWE
708
Avidian Wealth Enterprises
Texas
$713K -$404K -1,479 -36%
CC
709
ClearArc Capital
Ohio
$712K -$303K -1,111 -30%
SFS
710
Sowell Financial Services
Arkansas
$711K +$38.5K +141 +6%
WIA
711
Wealthstreet Investment Advisors
Texas
$710K – – –
BFC
712
Blue Fin Capital
Rhode Island
$702K +$18.8K +69 +3%
BJL
713
Brighton Jones LLC
Washington
$688K -$48.9K -179 -7%
IAA
714
Independent Advisor Alliance
North Carolina
$688K -$21.8K -80 -3%
TAM
715
Trillium Asset Management
Massachusetts
$684K -$170K -623 -20%
WB
716
WesBanco Bank
West Virginia
$682K +$70.4K +258 +12%
FA
717
FMA Advisory
Pennsylvania
$667K +$273 +1 +0%
WS
718
Wedbush Securities
California
$665K +$14.5K +53 +2%
HI
719
Horizon Investments
North Carolina
$665K +$186K +681 +39%
JLBC
720
J.L. Bainbridge & Co
Florida
$659K +$546 +2 +0.1%
BCM
721
Brooktree Capital Management
Michigan
$658K +$658K +2,411 New
NO
722
Ninety One
South Africa
$654K – – –
BFS
723
Bradley Foster & Sargent
Connecticut
$654K +$2.73K +10 +0.4%
MAFM
724
Mid Atlantic Financial Management
Pennsylvania
$650K +$36.9K +135 +6%
TAM
725
Townsend Asset Management
North Carolina
$650K +$650K +2,380 New
27 28
29
30 31