S&P Global
SPGI
755 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 275 reducing their positions, and 38 closing their positions.
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
18% more call options, than puts
Call options by funds: $207M | Put options by funds: $176M
6% more capital invested
Capital invested by funds: $32.2B → $34.2B (+$1.99B)
0% more funds holding
Funds holding: 752 → 755 (+3)
0.31% less ownership
Funds ownership: 85.61% → 85.3% (-0.31%)
3% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 275
3% less funds holding in top 10
Funds holding in top 10: 30 → 29 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$99.8M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$99.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$94M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$77.5M |
| 5 |
Renaissance Technologies
New York
|
+$75.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$204M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$185M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$142M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$85.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$76.8M |
SPGI Hedge Fund Activity: Q3 2017 in Review
755 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2017, worth a combined $34.2B — up 6.2% from $32.2B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SPGI positions and 38 closed out — a net gain of 12 holders — while 266 added to existing stakes and 275 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $99.8M. The largest seller was Artisan Partners, cutting an estimated $204M.
- 755 institutional investors held S&P Global (SPGI) as of Q3 2017, up from 752 in Q2 2017.
- Funds reported $34.2B of S&P Global stock for Q3 2017, up 6.2% quarter-over-quarter.
- 50 funds opened new S&P Global positions in Q3 2017 and 38 closed out, a net change of +12 holders.
- The largest S&P Global buyer in Q3 2017 was Bank of Montreal, an estimated $99.8M added.
- The largest S&P Global seller in Q3 2017 was Artisan Partners, an estimated $204M sold.
Based on aggregated 13F filings for Q3 2017.