SPGI icon

S&P Global
SPGI

Overview Fund Activity

836 hedge funds and large institutions have $36.8B invested in S&P Global in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+82
Holders Change %
+10.88%
% of All Funds
18.99%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
135
Increased
288
Reduced
253
Closed
43
Calls
$179M
Puts
$96M
Net Calls
+$83.2M
Net Calls Change
+$52M

Top Buyers

1
TP
Tesuji Partners
New Jersey
$180M
2
NIPH
NN Investment Partners Holdings
Netherlands
$157M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
4
TP
Third Point
New York
$305M
5
Renaissance Technologies
Renaissance Technologies
New York
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$647M
2
ECU
Egerton Capital (UK)
United Kingdom
$430M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$146M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K – – –
AssetMark Inc
752
AssetMark Inc
California
$75K -$3.4K -20 -4%
DBT
753
Dubuque Bank & Trust
Iowa
$68K – – –
FPFS
754
First Personal Financial Services
North Carolina
$61K +$22.8K +134 +60%
THWM
755
Taylor Hoffman Wealth Management
Virginia
$60K +$60K +354 New
KTC
756
Kistler-Tiffany Companies
Pennsylvania
$59K – – –
AAP
757
Arax Advisory Partners
Colorado
$56K – – –
ARMC
758
American Research & Management Company
Massachusetts
$51K – – –
CAW
759
Cornerstone Advisors (Washington)
Washington
$49K – – –
SWP
760
Stratos Wealth Partners
Ohio
$48K +$48K +283 New
DCM
761
Delpha Capital Management
New York
$48K +$48K +285 New
GAM
762
Gemmer Asset Management
California
$45K – – –
PCP
763
Proficio Capital Partners
Massachusetts
$45K +$1.53K +9 +4%
GWM
764
Geneos Wealth Management
Colorado
$45K +$26.9K +161 +149%
WPA
765
West Paces Advisors
Georgia
$44.6K – – –
WA
766
Waverly Advisors
Alabama
$42K +$42K +250 New
TWA
767
TCI Wealth Advisors
Arizona
$39K – – –
MIC
768
MU Investments Company
Japan
$36K -$17.1K -100 -32%
PCM
769
Prelude Capital Management
New York
$35K -$298K -1,746 -89%
GBT
770
Grove Bank & Trust
Florida
$35K – – –
JCM
771
Jacobi Capital Management
Pennsylvania
$35K – – –
IWM
772
IHT Wealth Management
Illinois
$34K -$26.8K -150 -44%
CHP
773
Cable Hill Partners
Oregon
$34K +$16.5K +94 +94%
PFA
774
Pathway Financial Advisors
Vermont
$34K +$34K +200 New
PW
775
Price Wealth
Texas
$34K +$34K +202 New
29 30
31
32 33