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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Cetera Advisors
Colorado
$252K -$11.4K -59 -5%
DCM
752
Donaldson Capital Management
Indiana
$251K +$231K +1,194 New
FA
753
FDx Advisors
Illinois
$250K +$230K +1,188 New
DIA
754
Dana Investment Advisors
Wisconsin
$249K +$229K +1,182 New
CAM
755
Congress Asset Management
Massachusetts
$246K -$19.2K -99 -8%
IBOK
756
Independence Bank of Kentucky
Kentucky
$246K
AFG
757
Albion Financial Group
Utah
$246K +$227K +1,170 New
SICM
758
Sustainable Insight Capital Management
New York
$245K +$225K +1,163 New
HH
759
Hilltop Holdings
Texas
$245K +$226K +1,165 New
FSA
760
Franklin Street Advisors
North Carolina
$243K -$60K -310 -21%
CIC
761
Carnegie Investment Counsel
Ohio
$242K +$222K +1,148 New
HI
762
Horizon Investments
North Carolina
$235K +$216K +1,117 New
DWM
763
Dorchester Wealth Management
Quebec, Canada
$232K +$213K +1,100 New
SIAS
764
Shine Investment Advisory Services
Colorado
$230K +$42.6K +220 +25%
IC
765
Intersect Capital
California
$229K +$211K +1,087 New
GH
766
GAM Holding
Switzerland
$228K -$123K -634 -37%
SIM
767
Sadoff Investment Management
Wisconsin
$226K +$208K +1,074 New
ECM
768
Elgethun Capital Management
South Dakota
$225K
JCM
769
Janney Capital Management
Pennsylvania
$225K +$207K +1,067 New
BP
770
Ballentine Partners
Massachusetts
$222K -$26.9K -139 -12%
SDAM
771
Shulman DeMeo Asset Management
New York
$221K +$204K +1,051 New
VCM
772
Versant Capital Management
Arizona
$220K -$1.16K -6 -0.6%
LSAG
773
Lake Street Advisors Group
New Hampshire
$219K +$201K +1,039 New
KCPG
774
Kavar Capital Partners Group
Kansas
$219K +$201K +1,040 New
BB
775
Busey Bank
Illinois
$218K +$200K +1,035 New

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.