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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$651M
2
OAG
Orbis Allan Gray
Bermuda
+$283M
3
FCM
Farallon Capital Management
California
+$192M
4
Harris Associates
Harris Associates
Illinois
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$105M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$264M
3
Renaissance Technologies
Renaissance Technologies
New York
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
726
Alexandria Capital
Virginia
$305K – – –
RSS
727
Rosenblum Silverman Sutton
California
$302K -$11.7M -55,710 -97%
SC
728
Savant Capital
Illinois
$300K +$50.5K +240 +20%
WP
729
WealthShield Partners
North Carolina
$298K +$298K +1,415 New
DA
730
Duality Advisers
Florida
$295K -$8.39M -39,830 -97%
CS
731
Comerica Securities
Michigan
$291K +$211 +1 +0.1%
SSW
732
Smith Shellnut Wilson
Mississippi
$289K +$3.79K +18 +1%
GC
733
Gilbert & Cook
Iowa
$287K -$6.94K -33 -2%
LIM
734
Leavell Investment Management
Alabama
$282K – – –
SWA
735
Stratos Wealth Advisors
Ohio
$275K – – –
SS
736
Simplicity Solutions
Minnesota
$273K -$173K -820 -39%
CCP
737
Corient Capital Partners
California
$273K +$273K +1,297 New
ARMT
738
Amica Retiree Medical Trust
Rhode Island
$272K – – –
OAM
739
Oxford Asset Management
United Kingdom
$271K +$271K +1,289 New
UB
740
UMB Bank
Missouri
$270K +$9.51K +45 +4%
ECM
741
Element Capital Management
New York
$269K +$269K +1,276 New
RIM
742
Regent Investment Management
Kentucky
$260K – – –
SNT
743
Security National Trust
West Virginia
$255K -$10.5K -50 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
744
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$254K -$1.54M -7,300 -86%
MIC
745
Meridian Investment Counsel
California
$254K – – –
HBT
746
Hills Bank & Trust
Iowa
$254K +$254K +1,205 New
CCT
747
Country Club Trust
Missouri
$253K – – –
SBWM
748
Sunflower Bank Wealth Management
Arizona
$253K – – –
CA
749
Cetera Advisors
Colorado
$252K -$12.4K -59 -5%
DCM
750
Donaldson Capital Management
Indiana
$251K +$251K +1,194 New
28 29
30
31 32