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S&P Global
SPGI

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0% → 85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
–
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
–
Reduced
–
Closed
–
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.79B
3
State Street
State Street
Massachusetts
+$1.21B
4
Morgan Stanley
Morgan Stanley
New York
+$1B
5
Artisan Partners
Artisan Partners
Wisconsin
+$838M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$93.8M +$93.8M +874,259 New
BlackRock
52
BlackRock
New York
$91.7M +$91.7M +854,566 New
SEI Investments
53
SEI Investments
Pennsylvania
$86.6M +$86.6M +806,972 New
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$81.9M +$81.9M +763,288 New
Goldman Sachs
55
Goldman Sachs
New York
$81.6M +$81.7M +761,025 New
HCM
56
Herndon Capital Management
Georgia
$81.2M +$81.3M +757,317 New
Charles Schwab
57
Charles Schwab
California
$80.9M +$80.9M +753,915 New
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$80.7M +$80.7M +752,144 New
CS
59
Credit Suisse
Switzerland
$76.9M +$77M +717,265 New
DDC
60
DF Dent & Co
Maryland
$73.6M +$73.7M +686,609 New
JWBC
61
John W. Bristol & Co
New York
$72.2M +$72.2M +673,135 New
CCI
62
Columbus Circle Investors
$62.1M +$62.2M +579,107 New
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$60.8M +$60.8M +566,445 New
EVM
64
Eaton Vance Management
Massachusetts
$60.1M +$60.1M +560,175 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$59.9M +$60M +558,826 New
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$59.3M +$59.4M +553,328 New
BIM
67
BlackRock Investment Management
Delaware
$58M +$58M +540,723 New
WIM
68
Waverton Investment Management
United Kingdom
$57.2M +$57.2M +533,135 New
GCM
69
Gates Capital Management
New York
$55.9M +$56M +521,392 New
SAM
70
Sentinel Asset Management
Vermont
$54.1M +$54.1M +504,000 New
PPA
71
Parametric Portfolio Associates
Washington
$54M +$54.1M +503,821 New
PC
72
Polar Capital
United Kingdom
$52.2M +$52.3M +487,049 New
GA
73
Geneva Advisors
Illinois
$52M +$52M +484,514 New
CAM
74
Congress Asset Management
Massachusetts
$51.2M +$51.2M +477,493 New
GC
75
Guggenheim Capital
Illinois
$50.6M +$50.6M +471,834 New
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3
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SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.