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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
751
Corient Capital Partners
California
$343K +$47.2K +207 +16%
CA
752
Centerpoint Advisors
Massachusetts
$338K – – –
S
753
SignatureFD
Georgia
$337K -$46.2K -203 -12%
BSPF
754
British Steel Pension Fund
United Kingdom
$335K -$366K -1,606 -52%
BFA
755
Brendel Financial Advisors
New Hampshire
$332K +$332K +1,456 New
DZ Bank
756
DZ Bank
Germany
$328K -$45.8K -201 -12%
RTS
757
Round Table Services
New Jersey
$320K -$24.4K -107 -7%
ZCM
758
Zebra Capital Management
Connecticut
$313K -$90.3K -396 -22%
BP
759
Ballentine Partners
Massachusetts
$312K +$71.9K +316 +30%
OMC
760
Old Mission Capital
Illinois
$312K +$312K +1,371 New
RSS
761
Rosenblum Silverman Sutton
California
$310K -$16.4K -72 -5%
SAM
762
Sompo Asset Management
Japan
$308K +$308K +1,350 New
HH
763
Hilltop Holdings
Texas
$306K +$40.4K +177 +15%
SC
764
Savant Capital
Illinois
$305K -$20.1K -88 -6%
LIM
765
Leavell Investment Management
Alabama
$305K – – –
FA
766
FDx Advisors
Illinois
$305K +$34K +149 +13%
SSW
767
Smith Shellnut Wilson
Mississippi
$304K -$8.65K -38 -3%
JCM
768
Jacobi Capital Management
Pennsylvania
$304K +$223K +963 +274%
SWA
769
Stratos Wealth Advisors
Ohio
$297K – – –
ACA
770
Anchor Capital Advisors
Massachusetts
$288K – – –
JG
771
Jefferies Group
New York
$288K +$288K +1,265 New
FRM
772
Fox Run Management
Connecticut
$287K +$287K +1,258 New
SCM
773
Sandler Capital Management
New York
$285K -$10.7M -46,850 -97%
AC
774
Alexandria Capital
Virginia
$285K -$45.6K -200 -14%
RIM
775
Regent Investment Management
Kentucky
$281K – – –
29 30
31
32 33