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S&P Global
SPGI

Overview Fund Activity

754 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, 274 reducing their positions, and 38 closing their positions.

Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$82.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$103M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
726
Enterprise Financial Services Corp (EFSC)
Missouri
$16K – – –
MFW
727
Mosaic Family Wealth
Missouri
$16K +$16K +100 New
CHP
728
Cable Hill Partners
Oregon
$16K +$16K +100 New
TRCT
729
Tower Research Capital (TRC)
New York
$15K -$18.3K -121 -55%
M
730
MOTCO
Texas
$15K – – –
FDCDDQ
731
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K – – –
WIM
732
Westside Investment Management
California
$13.1K – – –
WA
733
Winfield Associates
Ohio
$13K – – –
RWA
734
Ropes Wealth Advisors
Massachusetts
$12K – – –
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$12K +$4.41K +29 +58%
SGAM
736
Smith Group Asset Management
Texas
$11K – – –
LA
737
Legacy Advisors
Pennsylvania
$11K +$11K +75 New
GEA
738
Glen Eagle Advisors
New Jersey
$10.2K – – –
TDC
739
Thompson Davis & Co
Virginia
$10K +$3.54K +23 +55%
WTC
740
WhitTier Trust Company
Nevada
$9K – – –
HIM
741
Hillsdale Investment Management
Ontario, Canada
$8K -$352K -2,200 -98%
BWM
742
Baystate Wealth Management
Massachusetts
$8K – – –
KF
743
Krilogy Financial
Missouri
$8K – – –
WAS
744
WESPAC Advisors SoCal
California
$6K – – –
GRP
745
Global Retirement Partners
California
$6K – – –
AC
746
Alexandria Capital
Virginia
$5K – – –
TFO
747
Tarbox Family Office
California
$5K +$1.47K +10 +42%
FANJ
748
Financial Architects (New Jersey)
New Jersey
$4K – – –
LNB
749
Ledyard National Bank
$3K – – –
VFA
750
Valeo Financial Advisors
Indiana
$3K +$3K +19 New
28 29
30
31 32