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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$651M
2
OAG
Orbis Allan Gray
Bermuda
+$283M
3
FCM
Farallon Capital Management
California
+$192M
4
Harris Associates
Harris Associates
Illinois
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$105M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$264M
3
Renaissance Technologies
Renaissance Technologies
New York
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
751
FDx Advisors
Illinois
$250K +$250K +1,188 New
DIA
752
Dana Investment Advisors
Wisconsin
$249K +$249K +1,182 New
CAM
753
Congress Asset Management
Massachusetts
$246K -$20.8K -99 -8%
IBOK
754
Independence Bank of Kentucky
Kentucky
$246K – – –
AFG
755
Albion Financial Group
Utah
$246K +$246K +1,170 New
SICM
756
Sustainable Insight Capital Management
New York
$245K +$245K +1,163 New
HH
757
Hilltop Holdings
Texas
$245K +$245K +1,165 New
FSA
758
Franklin Street Advisors
North Carolina
$243K -$65.2K -310 -21%
CIC
759
Carnegie Investment Counsel
Ohio
$242K +$242K +1,148 New
HI
760
Horizon Investments
North Carolina
$235K +$235K +1,117 New
DWM
761
Dorchester Wealth Management
Quebec, Canada
$232K +$232K +1,100 New
SIAS
762
Shine Investment Advisory Services
Colorado
$230K +$46.3K +220 +25%
IC
763
Intersect Capital
California
$229K +$229K +1,087 New
GH
764
GAM Holding
Switzerland
$228K -$133K -634 -37%
SIM
765
Sadoff Investment Management
Wisconsin
$226K +$226K +1,074 New
ECM
766
Elgethun Capital Management
South Dakota
$225K – – –
JCM
767
Janney Capital Management
Pennsylvania
$225K +$225K +1,067 New
BP
768
Ballentine Partners
Massachusetts
$222K -$29.2K -139 -12%
SDAM
769
Shulman DeMeo Asset Management
New York
$221K +$221K +1,051 New
VCM
770
Versant Capital Management
Arizona
$220K -$1.26K -6 -0.6%
LSAG
771
Lake Street Advisors Group
New Hampshire
$219K +$219K +1,039 New
KCPG
772
Kavar Capital Partners Group
Kansas
$219K +$219K +1,040 New
BB
773
Busey Bank
Illinois
$218K +$218K +1,035 New
GAG
774
GM Advisory Group
New York
$217K +$217K +1,033 New
WPW
775
Waldron Private Wealth
Pennsylvania
$216K +$216K +1,029 New
29 30
31
32 33