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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
726
GYL Financial Synergies
Connecticut
$466K – – –
PCM
727
Prelude Capital Management
New York
$465K -$396K -1,618 -46%
CCP
728
Corient Capital Partners
California
$465K +$96.5K +394 +26%
PV
729
Private Vista
Illinois
$464K – – –
OPCM
730
Osborne Partners Capital Management
California
$461K – – –
MCM
731
McKinley Capital Management
Alaska
$460K -$121K -494 -21%
MA
732
MANA Advisors
New York
$459K +$459K +1,875 New
HH
733
HWG Holdings
Texas
$457K -$89.5K -365 -16%
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$457K +$1.23K +5 +0.3%
FHA
735
Flagship Harbor Advisors
Massachusetts
$455K +$5.39K +22 +1%
ISL
736
Ingalls & Snyder LLC
New York
$453K -$97.9K -400 -18%
Cetera Investment Advisers
737
Cetera Investment Advisers
Illinois
$451K +$51.6K +212 +13%
GAM
738
Griffin Asset Management
New York
$447K +$6.37K +26 +1%
AIC
739
Aurora Investment Counsel
Georgia
$446K -$1.38M -5,618 -76%
QCG
740
Quadrant Capital Group
Ohio
$442K -$1.42K -6 -0.3%
CCB
741
Cutter & Co Brokerage
Missouri
$442K +$17.2K +70 +4%
SWA
742
Sutton Wealth Advisors
Florida
$441K – – –
WPC
743
Waters Parkerson & Co
Louisiana
$441K – – –
HAM
744
Highstreet Asset Management
Ontario, Canada
$436K – – –
PA
745
Parallel Advisors
California
$436K +$64.1K +262 +17%
S
746
SignatureFD
Georgia
$435K +$72.1K +294 +20%
BOS
747
Bank of Stockton
California
$431K -$13.5K -55 -3%
NP
748
Ninepoint Partners
Ontario, Canada
$431K +$431K +1,758 New
HI
749
Horizon Investments
North Carolina
$430K -$407K -1,662 -49%
NFG
750
Next Financial Group
Texas
$429K +$405K +1,653 +1,653%
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