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S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
726
Alpha Windward
Massachusetts
$307K -$23.7K -115 -7%
FWM
727
Frontier Wealth Management
Missouri
$303K
SYBT
728
Stock Yards Bank & Trust
Kentucky
$303K
WTB
729
Washington Trust Bank
Washington
$299K -$15.1K -73 -5%
CAN
730
Cetera Advisor Networks
California
$298K -$62.8K -304 -17%
GC
731
Gilbert & Cook
Iowa
$297K -$36.7K -178 -10%
PVWM
732
Point View Wealth Management
New Jersey
$297K
UC
733
Unio Capital
New Jersey
$293K
CA
734
Centerpoint Advisors
Massachusetts
$290K
FDS
735
Freedom Day Solutions
Texas
$289K +$74.5K +361 +32%
HSA
736
HBK Sorce Advisory
Pennsylvania
$288K -$4.13K -20 -1%
CL
737
CPWM LLC
Washington
$288K +$2.89K +14 +1%
DY
738
Dowling & Yahnke
California
$287K
FSA
739
Franklin Street Advisors
North Carolina
$286K
WT
740
Whittier Trust
California
$285K
CT
741
Coastline Trust
Rhode Island
$284K +$300K +1,455 New
AC
742
Alexandria Capital
Virginia
$283K
RSS
743
Rosenblum Silverman Sutton
California
$280K -$10.3K -50 -3%
QCG
744
Quadrant Capital Group
Ohio
$277K
FFA
745
First Foundation Advisors
California
$277K +$7.22K +35 +3%
WP
746
WealthShield Partners
North Carolina
$276K -$14.9K -72 -5%
CG
747
Caprock Group
Idaho
$275K +$19.6K +95 +7%
Twin Tree Management
748
Twin Tree Management
Texas
$274K +$289K +1,402 New
SSW
749
Smith Shellnut Wilson
Mississippi
$268K +$284K +1,374 New
CAM
750
Congress Asset Management
Massachusetts
$267K -$38.4K -186 -12%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.