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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210M +$58.3M +233,332 +38%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$205M +$6.1M +24,395 +3%
FCM
53
Farallon Capital Management
California
$204M -$2.12M -8,472 -1%
UBS AM
54
UBS AM
Illinois
$203M +$6.77M +27,103 +3%
FAM
55
Fred Alger Management
New York
$201M -$14.1M -56,334 -6%
TP
56
Third Point
New York
$196M +$10M +40,000 +5%
Fidelity International
57
Fidelity International
Bermuda
$192M -$19.1M -76,478 -9%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$188M +$1.58M +6,306 +0.8%
EVM
59
Eaton Vance Management
Massachusetts
$176M -$19.2M -76,849 -10%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$170M -$24.4M -97,814 -12%
Franklin Resources
61
Franklin Resources
California
$155M -$18.2M -72,676 -10%
MWNA
62
Marshall Wace North America
New York
$155M -$36.1M -144,451 -19%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$154M -$4.34M -17,372 -3%
CI Investments Inc
64
CI Investments Inc
Ontario, Canada
$154M -$18.5M -73,989 -11%
Millennium Management
65
Millennium Management
New York
$151M -$20.4M -81,665 -12%
IAM
66
Iridian Asset Management
Connecticut
$140M -$47.8M -191,435 -25%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$133M +$23.7M +94,826 +21%
DDC
68
DF Dent & Co
Maryland
$132M -$293K -1,171 -0.2%
MCM
69
Marsico Capital Management
Colorado
$130M +$61.8M +247,240 +87%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$128M -$632K -2,529 -0.5%
Westfield Capital Management
71
Westfield Capital Management
Massachusetts
$119M -$9.38M -37,524 -7%
MG
72
Meritage Group
California
$114M -$86.3M -345,441 -43%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$111M +$2.33M +9,331 +2%
ProShare Advisors
74
ProShare Advisors
Maryland
$110M +$1.2M +4,811 +1%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$110M -$910K -3,639 -0.8%