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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$597M
2
Capital World Investors
Capital World Investors
California
$269M
3
APG Asset Management
APG Asset Management
Netherlands
$256M
4
Goldman Sachs
Goldman Sachs
New York
$436M
5
Marshall Wace
Marshall Wace
United Kingdom
$143M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$82.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.82B
3
Capital International Investors
Capital International Investors
California
$138M
4
Principal Financial Group
Principal Financial Group
Iowa
$476M
5
IAM
Iridian Asset Management
Connecticut
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
751
Ninepoint Partners
Ontario, Canada
$266K – – –
LIM
752
Leavell Investment Management
Alabama
$262K – – –
LA
753
Lau Associates
Delaware
$254K – – –
BP
754
Ballentine Partners
Massachusetts
$254K +$6.62K +34 +3%
PP
755
Prudential plc
United Kingdom
$253K – – –
ARMT
756
Amica Retiree Medical Trust
Rhode Island
$253K – – –
CSM
757
CAMG Solamere Management
North Carolina
$248K -$316K -1,604 -56%
HTC
758
Haverford Trust Company
Pennsylvania
$248K +$3.72K +19 +2%
CA
759
Cetera Advisors
Colorado
$247K +$247K +1,262 New
Cetera Investment Advisers
760
Cetera Investment Advisers
Illinois
$242K +$31.8K +163 +15%
RIM
761
Regent Investment Management
Kentucky
$241K – – –
B
762
Bailard
California
$239K +$10.6K +54 +5%
SC
763
Savant Capital
Illinois
$237K -$7.22K -37 -3%
CCT
764
Country Club Trust
Missouri
$237K +$2.93K +15 +1%
Group One Trading
765
Group One Trading
Illinois
$236K +$69.7K +356 +42%
MIC
766
Meridian Investment Counsel
California
$235K – – –
SBWM
767
Sunflower Bank Wealth Management
Arizona
$234K – – –
BCM
768
Bayesian Capital Management
New York
$234K +$234K +1,200 New
SCM
769
Sterling Capital Management
North Carolina
$229K -$4.24M -21,723 -95%
AFG
770
Albion Financial Group
Utah
$229K – – –
IBOK
771
Independence Bank of Kentucky
Kentucky
$228K – – –
OIA
772
Optimum Investment Advisors
Illinois
$228K +$29.3K +150 +15%
HFM
773
Harvest Fund Management
China
$226K +$65.6K +335 +41%
MWM
774
Meridian Wealth Management
Kentucky
$220K +$220K +1,125 New
SICM
775
Sustainable Insight Capital Management
New York
$219K +$219K +1,123 New
29 30
31
32 33