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S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$185M +$1.03M +4,967 +0.5%
Swedbank
52
Swedbank
Sweden
$182M +$33.5M +162,237 +21%
NIPH
53
NN Investment Partners Holdings
Netherlands
$180M -$3.25M -15,749 -2%
Ninety One (UK)
54
Ninety One (UK)
United Kingdom
$168M +$18M +87,020 +11%
MG
55
Meritage Group
California
$165M -$17.2M -83,150 -9%
UBS AM
56
UBS AM
Illinois
$162M -$1.84M -8,919 -1%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$161M +$2.45M +11,875 +1%
PPA
58
Parametric Portfolio Associates
Washington
$159M -$5.99M -29,033 -3%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$158M -$59.6M -288,621 -26%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$150M +$27.5M +133,167 +21%
PAM
61
Panagora Asset Management
Massachusetts
$149M -$1.66M -8,048 -1%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$148M -$6.49M -31,441 -4%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$144M +$3.42M +16,556 +2%
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$143M +$7.49M +36,277 +5%
Marshall Wace
65
Marshall Wace
United Kingdom
$143M +$70.3M +340,660 +87%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$142M +$16.8M +81,234 +13%
Franklin Resources
67
Franklin Resources
California
$140M +$22.3M +107,986 +18%
Capital International Investors
68
Capital International Investors
California
$138M -$263M -1,273,319 -64%
Fidelity International
69
Fidelity International
Bermuda
$128M +$6.93M +33,574 +5%
EVM
70
Eaton Vance Management
Massachusetts
$113M +$1.72M +8,320 +1%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$111M -$2.41M -11,692 -2%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$107M -$96.4K -467 -0.1%
Aberdeen Group
73
Aberdeen Group
United Kingdom
$104M -$2.24M -10,866 -2%
PC
74
Polar Capital
United Kingdom
$102M -$81.5K -395 -0.1%
DDC
75
DF Dent & Co
Maryland
$101M -$129K -623 -0.1%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.