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S&P Global

1,107 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 57

11% more funds holding

Funds holding: 9981,107 (+109)

10% more capital invested

Capital invested by funds: $50.2B → $55.4B (+$5.26B)

2% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 372

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

0.04% less ownership

Funds ownership: 83.16%83.11% (-0.04%)

32% less call options, than puts

Call options by funds: $266M | Put options by funds: $394M

Holders
1,107
Holders Change
+109
Holders Change %
+10.92%
% of All Funds
21.81%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.99%
New
184
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$211M -$207M -795,857 -51%
Fidelity International
52
Fidelity International
Bermuda
$209M -$5.64M -21,717 -3%
WRF
53
Waddell & Reed Financial
Kansas
$208M -$25.9M -99,609 -12%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$208M -$1.37M -5,259 -0.7%
Millennium Management
55
Millennium Management
New York
$195M +$25.7M +98,741 +16%
Franklin Resources
56
Franklin Resources
California
$193M +$19.3M +74,147 +12%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$191M +$1.27M +4,875 +0.7%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$182M -$69.4M -267,212 -29%
CI Investments Inc
59
CI Investments Inc
Ontario, Canada
$179M +$6.73M +25,900 +4%
FCM
60
Farallon Capital Management
California
$175M -$49.9M -191,932 -23%
EVM
61
Eaton Vance Management
Massachusetts
$174M -$20.7M -79,588 -11%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$170M +$78.8M +303,198 +95%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$169M -$3.36M -12,927 -2%
UIM
64
USS Investment Management
United Kingdom
$168M -$63.8M -245,532 -29%
Loomis, Sayles & Company
65
Loomis, Sayles & Company
Massachusetts
$165M +$58.7M +226,081 +60%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$163M +$14.7M +56,543 +10%
CS
67
Credit Suisse
Switzerland
$155M +$47.5M +182,848 +47%
MCM
68
Marsico Capital Management
Colorado
$155M +$9.52M +36,649 +7%
MWNA
69
Marshall Wace North America
New York
$148M -$23.5M -90,371 -14%
DDC
70
DF Dent & Co
Maryland
$144M -$3.16M -12,151 -2%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$142M -$596K -2,295 -0.4%
American Century Companies
72
American Century Companies
Missouri
$140M +$26.3M +101,054 +25%
ProShare Advisors
73
ProShare Advisors
Maryland
$138M +$14.2M +54,807 +12%
Westfield Capital Management
74
Westfield Capital Management
Massachusetts
$135M +$2.41M +9,283 +2%
IAM
75
Iridian Asset Management
Connecticut
$132M -$23.2M -89,388 -16%

SPGI Hedge Fund Activity: Q4 2019 in Review

1,107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2019, worth a combined $55.4B — up 10% from $50.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SPGI positions and 57 closed out — a net gain of 127 holders — while 381 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $544M sold.

  • 1,107 institutional investors held S&P Global (SPGI) as of Q4 2019, up from 998 in Q3 2019.
  • Funds reported $55.4B of S&P Global stock for Q4 2019, up 10% quarter-over-quarter.
  • 184 funds opened new S&P Global positions in Q4 2019 and 57 closed out, a net change of +127 holders.
  • The largest S&P Global buyer in Q4 2019 was BlackRock, an estimated $469M added.
  • The largest S&P Global seller in Q4 2019 was Veritas Asset Management, an estimated $544M sold.

Based on aggregated 13F filings for Q4 2019.