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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
751
Cerebellum
California
$425K +$36.5K +149 +9%
HCMT
752
Highland Capital Management (Tennessee)
Tennessee
$416K – – –
EH
753
Employers Holdings
Nevada
$416K – – –
BG
754
Bellevue Group
Switzerland
$416K +$38.2K +156 +10%
ST
755
Spinnaker Trust
Maine
$414K +$43K +176 +12%
AIM
756
Arcadia Investment Management
Michigan
$412K – – –
WCM
757
WealthBridge Capital Management
Ohio
$409K +$409K +1,668 New
ST
758
Smithfield Trust
Pennsylvania
$407K – – –
DBRC
759
D.B. Root & Company
Pennsylvania
$406K -$35.3K -144 -8%
CL
760
CPWM LLC
Washington
$401K +$7.11K +29 +2%
GC
761
Guardian Capital
Ontario, Canada
$398K -$57.6K -235 -13%
CS
762
Comerica Securities
Michigan
$398K -$10.8K -44 -3%
BIC
763
Beach Investment Counsel
Pennsylvania
$392K – – –
CS
764
Cannell & Spears
New York
$392K – – –
NHC
765
Nicholas Hoffman & Company
Georgia
$390K -$30.6K -125 -7%
NAM
766
North American Management
Massachusetts
$389K – – –
GFP
767
Gryphon Financial Partners
Ohio
$386K -$33.8K -138 -8%
CAN
768
Cetera Advisor Networks
California
$384K -$15.5K -63 -4%
SYBT
769
Stock Yards Bank & Trust
Kentucky
$380K – – –
PVWM
770
Point View Wealth Management
New Jersey
$377K – – –
BS
771
Bessemer Securities
New York
$374K +$374K +1,525 New
VWM
772
Venturi Wealth Management
Texas
$373K -$80.8K -330 -18%
HSA
773
HBK Sorce Advisory
Pennsylvania
$373K -$3.43K -14 -0.9%
FMLI
774
Fukoku Mutual Life Insurance
Japan
$367K -$612K -2,500 -63%
IIM
775
Intact Investment Management
Quebec, Canada
$367K -$220K -900 -38%
29 30
31
32 33