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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
726
HBK Sorce Advisory
Pennsylvania
$311K
DY
727
Dowling & Yahnke
California
$310K +$387 +2 +0.1%
AC
728
Alexandria Capital
Virginia
$305K
RSS
729
Rosenblum Silverman Sutton
California
$302K -$10.8M -55,710 -97%
SC
730
Savant Capital
Illinois
$300K +$46.5K +240 +20%
WP
731
WealthShield Partners
North Carolina
$298K +$274K +1,415 New
DA
732
Duality Advisers
Florida
$295K -$7.71M -39,830 -97%
CS
733
Comerica Securities
Michigan
$291K +$194 +1 +0.1%
SSW
734
Smith Shellnut Wilson
Mississippi
$289K +$3.49K +18 +1%
GC
735
Gilbert & Cook
Iowa
$287K -$6.39K -33 -2%
LIM
736
Leavell Investment Management
Alabama
$282K
SWA
737
Stratos Wealth Advisors
Ohio
$275K
SS
738
Simplicity Solutions
Minnesota
$273K -$159K -820 -39%
CCP
739
Corient Capital Partners
California
$273K +$251K +1,297 New
ARMT
740
Amica Retiree Medical Trust
Rhode Island
$272K
OAM
741
Oxford Asset Management
United Kingdom
$271K +$250K +1,289 New
UB
742
UMB Bank
Missouri
$270K +$8.71K +45 +4%
ECM
743
Element Capital Management
New York
$269K +$247K +1,276 New
RIM
744
Regent Investment Management
Kentucky
$260K
SNT
745
Security National Trust
West Virginia
$255K -$9.68K -50 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
746
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$254K -$1.41M -7,300 -86%
MIC
747
Meridian Investment Counsel
California
$254K
HBT
748
Hills Bank & Trust
Iowa
$254K +$233K +1,205 New
CCT
749
Country Club Trust
Missouri
$253K
SBWM
750
Sunflower Bank Wealth Management
Arizona
$253K

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.