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S&P Global
SPGI

Overview Fund Activity

907 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, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
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
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$439M
2
Capital World Investors
Capital World Investors
California
+$269M
3
APG Asset Management
APG Asset Management
Netherlands
+$91.6M
4
Goldman Sachs
Goldman Sachs
New York
+$71.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$66.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$384M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$274M
3
Capital International Investors
Capital International Investors
California
-$249M
4
Principal Financial Group
Principal Financial Group
Iowa
-$155M
5
IAM
Iridian Asset Management
Connecticut
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
726
Frontier Wealth Management
Missouri
$303K – – –
SYBT
727
Stock Yards Bank & Trust
Kentucky
$303K – – –
WTB
728
Washington Trust Bank
Washington
$299K -$14.3K -73 -5%
CAN
729
Cetera Advisor Networks
California
$298K -$59.9K -304 -17%
GC
730
Gilbert & Cook
Iowa
$297K -$34.8K -178 -10%
PVWM
731
Point View Wealth Management
New Jersey
$297K – – –
UC
732
Unio Capital
New Jersey
$293K – – –
CA
733
Centerpoint Advisors
Massachusetts
$290K – – –
FDS
734
Freedom Day Solutions
Texas
$289K +$70.4K +361 +32%
HSA
735
HBK Sorce Advisory
Pennsylvania
$288K -$3.9K -20 -1%
CL
736
CPWM LLC
Washington
$288K +$2.74K +14 +1%
DY
737
Dowling & Yahnke
California
$287K – – –
FSA
738
Franklin Street Advisors
North Carolina
$286K – – –
WT
739
Whittier Trust
California
$285K – – –
CT
740
Coastline Trust
Rhode Island
$284K +$284K +1,455 New
AC
741
Alexandria Capital
Virginia
$283K – – –
RSS
742
Rosenblum Silverman Sutton
California
$280K -$9.77K -50 -3%
QCG
743
Quadrant Capital Group
Ohio
$277K – – –
FFA
744
First Foundation Advisors
California
$277K +$6.84K +35 +3%
WP
745
WealthShield Partners
North Carolina
$276K -$14.1K -72 -5%
CG
746
Caprock Group
Idaho
$275K +$18.5K +95 +7%
Twin Tree Management
747
Twin Tree Management
Texas
$274K +$274K +1,402 New
SSW
748
Smith Shellnut Wilson
Mississippi
$268K +$268K +1,374 New
CAM
749
Congress Asset Management
Massachusetts
$267K -$36.3K -186 -12%
SNT
750
Security National Trust
West Virginia
$267K – – –
28 29
30
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