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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
751
American Portfolios Advisors
New York
$205K +$33.1K +173 +19%
JCM
752
Janney Capital Management
Pennsylvania
$204K +$204K +1,067 New
ECM
753
Elgethun Capital Management
South Dakota
$204K +$204K +1,070 New
PA
754
Parallel Advisors
California
$203K +$191 +1 +0.1%
EFS
755
Essex Financial Services
Connecticut
$203K +$203K +1,064 New
TMAM
756
Tokio Marine Asset Management
Japan
$202K -$126K -656 -38%
VCM
757
Versant Capital Management
Arizona
$201K – – –
BDWM
758
Brewin Dolphin Wealth Management
Ireland
$191K – – –
WB
759
Webster Bank
Connecticut
$166K – – –
ST
760
Smithfield Trust
Pennsylvania
$164K +$10.3K +54 +7%
EA
761
Edge Advisors
Georgia
$157K – – –
C
762
Cerebellum
California
$156K +$10.5K +55 +7%
HFM
763
Harvest Fund Management
China
$156K +$49.5K +260 +46%
NSIM
764
North Star Investment Management
Illinois
$154K +$55.5K +290 +56%
TC
765
Trust Company
Kansas
$153K – – –
BCM
766
Basswood Capital Management
New York
$152K +$152K +793 New
ABA
767
American Beacon Advisors
Texas
$151K – – –
FIB
768
First Interstate Bank
Montana
$148K – – –
CLM
769
ClearBridge LLC (Maryland)
Maryland
$147K – – –
TAM
770
Tiverton Asset Management
Delaware
$145K -$280K -1,463 -66%
NIM
771
NuWave Investment Management
New Jersey
$143K -$48K -256 -25%
WAM
772
Wealthspire Advisors (Maryland)
Maryland
$137K -$22.7K -119 -14%
SSB
773
Sandy Spring Bank
Maryland
$134K – – –
SIAS
774
Shine Investment Advisory Services
Colorado
$132K – – –
CS
775
Credential Securities
$126K -$4.57K -24 -3%
29 30
31
32 33