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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
RWA
726
Ropes Wealth Advisors
Massachusetts
$11K +$10.4K +75 New
SGAM
727
Smith Group Asset Management
Texas
$10K +$9.72K +70 New
GEA
728
Glen Eagle Advisors
New Jersey
$9.49K
WA
729
WFG Advisors
Texas
$9K +$4.72K +34 +110%
WTC
730
WhitTier Trust Company
Nevada
$8K
FMII
731
Farmers & Merchants Investments Inc
Nebraska
$7K
KTC
732
Kistler-Tiffany Companies
Pennsylvania
$7K
KF
733
Krilogy Financial
Missouri
$7K
ZB
734
Zions Bancorporation
Utah
$6K -$4.72K -34 -47%
TDC
735
Thompson Davis & Co
Virginia
$6K -$2.36K -17 -29%
GRP
736
Global Retirement Partners
California
$6K
OFW
737
Omnia Family Wealth
Florida
$5K
WAS
738
WESPAC Advisors SoCal
California
$5K
AC
739
Alexandria Capital
Virginia
$4K
BWM
740
Baystate Wealth Management
Massachusetts
$4K
FANJ
741
Financial Architects (New Jersey)
New Jersey
$4K
TFO
742
Tarbox Family Office
California
$4K +$1.11K +8 +50%
CT
743
Clearstead Trust
Maine
$4K +$3.47K +25 New
LNB
744
Ledyard National Bank
$3K +$2.78K +20 New
MFBTD
745
MB Financial Bank - Trust Department
Illinois
$2K
PHK
746
Point72 Hong Kong
Hong Kong
$2K +$1.8K +13 New
VWA
747
V Wealth Advisors
Kansas
$2K +$2.22K +16 New
BTIS
748
BB&T Investment Services
North Carolina
$1K
FA
749
FMA Advisory
Pennsylvania
$458 -$54.8K -395 -11%
CT
750
Chicago Trust
Illinois
$234

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.