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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
726
Amica Retiree Medical Trust
Rhode Island
$247K -$54.3K -284 -18%
CAN
727
Claraphi Advisory Network
United States
$247K +$247K +1,294 New
MC
728
Menta Capital
California
$245K +$245K +1,284 New
WTC
729
WhitTier Trust Company
Nevada
$240K +$229K +1,200 +2,069%
BP
730
Ballentine Partners
Massachusetts
$240K +$240K +1,256 New
EIM
731
Essex Investment Management
Massachusetts
$239K -$15.3K -80 -6%
SC
732
Savant Capital
Illinois
$239K +$239K +1,252 New
FFA
733
First Foundation Advisors
California
$238K +$238K +1,244 New
RIM
734
Regent Investment Management
Kentucky
$236K -$79.6K -416 -25%
MIC
735
Meridian Investment Counsel
California
$230K – – –
CCT
736
Country Club Trust
Missouri
$229K – – –
SBWM
737
Sunflower Bank Wealth Management
Arizona
$229K – – –
AR
738
Advisory Research
Illinois
$227K -$17.4K -91 -7%
CIC
739
Carnegie Investment Counsel
Ohio
$226K -$7.19K -36 -3%
VAM
740
Visionary Asset Management
Texas
$226K +$226K +1,193 New
AFG
741
Albion Financial Group
Utah
$224K +$224K +1,170 New
Qube Research & Technologies (QRT)
742
Qube Research & Technologies (QRT)
United Kingdom
$224K +$224K +1,174 New
IBOK
743
Independence Bank of Kentucky
Kentucky
$223K – – –
SBIA
744
Sheaff Brock Investment Advisors
Indiana
$220K +$220K +1,150 New
HTC
745
Haverford Trust Company
Pennsylvania
$216K +$216K +1,128 New
FAAS
746
First Allied Advisory Services
California
$213K +$213K +1,113 New
PCM
747
Prelude Capital Management
New York
$212K +$173K +905 +441%
NIMI
748
Natixis Investment Managers International
France
$210K +$210K +1,099 New
DWM
749
Dorchester Wealth Management
Quebec, Canada
$210K +$210K +1,100 New
SIM
750
Sadoff Investment Management
Wisconsin
$205K +$205K +1,074 New
28 29
30
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