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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
726
M&R Capital Management
New Jersey
$648K -$191K -700 -23%
CAM
727
Close Asset Management
United Kingdom
$647K – – –
RT
728
Rockland Trust
Massachusetts
$636K +$21.8K +80 +4%
OI
729
Oakbrook Investments
Illinois
$635K +$635K +2,325 New
SFSIG
730
San Francisco Sentry Investment Group
California
$632K +$20.5K +75 +3%
CG
731
Caprock Group
Idaho
$628K -$48.3K -177 -7%
ACI
732
Alpha Cubed Investments
California
$628K – – –
AC
733
Athanor Capital
New York
$628K +$628K +2,300 New
PC
734
PA Capital
Virginia
$626K -$67.5K -247 -10%
SS
735
Simplicity Solutions
Minnesota
$622K +$622K +2,277 New
CWM
736
Confluence Wealth Management
Oregon
$609K +$9.01K +33 +2%
IDBONY
737
Israel Discount Bank of New York
New York
$605K – – –
DA
738
Duality Advisers
Florida
$594K +$594K +2,174 New
BL
739
BFSG LLC
California
$591K -$2.46K -9 -0.4%
TNB
740
Thomasville National Bank
Georgia
$590K – – –
AC
741
Arjuna Capital
North Carolina
$588K +$588K +2,152 New
DWT
742
Dorsey & Whitney Trust
South Dakota
$587K +$3.55K +13 +0.6%
HH
743
Hilltop Holdings
Texas
$575K +$11.7K +43 +2%
QCG
744
Quadrant Capital Group
Ohio
$574K +$84K +321 +17%
CSIC
745
Clifford Swan Investment Counsel
California
$571K -$8.2K -30 -1%
BP
746
BBR Partners
New York
$571K +$27.3K +100 +5%
CMBA
747
C.M. Bidwell & Associates
Hawaii
$563K +$563K +2,063 New
ONB
748
Old National Bancorp
Indiana
$562K -$1.36K -5 -0.2%
CT
749
Chicago Trust
Illinois
$557K – – –
PTP
750
Platform Technology Partners
New York
$556K +$556K +2,038 New
28 29
30
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