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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
51
Ninety One (UK)
United Kingdom
$115M +$18.5M +133,509 +20%
SEI Investments
52
SEI Investments
Pennsylvania
$112M -$7.7M -55,466 -7%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$111M +$1.46M +10,488 +1%
UIM
54
USS Investment Management
United Kingdom
$106M -$28.9M -208,000 -22%
UBS AM
55
UBS AM
Illinois
$105M +$4.68M +33,712 +5%
Swedbank
56
Swedbank
Sweden
$100M -$11.9M -85,730 -11%
FAM
57
Fred Alger Management
New York
$99.5M +$27.9M +201,118 +42%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$96M +$3.93M +28,339 +5%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$95.3M -$1.93M -13,900 -2%
WIM
60
Waverton Investment Management
United Kingdom
$94.2M +$1.32M +9,520 +1%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$93.9M +$37.7M +271,319 +73%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.3M -$120K -867 -0.1%
PPA
63
Parametric Portfolio Associates
Washington
$90.8M +$19.8M +142,290 +30%
MC
64
Montag & Caldwell
Georgia
$88.6M -$1.4M -10,063 -2%
EVM
65
Eaton Vance Management
Massachusetts
$88.2M -$1.41M -10,176 -2%
Franklin Resources
66
Franklin Resources
California
$86.9M +$46.9M +337,493 +131%
AAM
67
Aberdeen Asset Management
United Kingdom
$85.9M +$48.1M +346,720 +143%
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$85.5M -$63.1M -454,580 -44%
American Century Companies
69
American Century Companies
Missouri
$82.4M -$11.9M -85,687 -13%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$82M -$38.4M -276,479 -33%
DDC
71
DF Dent & Co
Maryland
$81.9M -$545K -3,928 -0.7%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$76.9M -$894K -6,439 -1%
JWBC
73
John W. Bristol & Co
New York
$76.6M -$9.49M -68,335 -12%
CS
74
Credit Suisse
Switzerland
$75.7M -$11.2M -80,840 -13%
ProShare Advisors
75
ProShare Advisors
Maryland
$75.3M -$4.6M -33,154 -6%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.