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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
751
Cerebellum
California
$551K +$77.8K +285 +16%
NB
752
NBT Bank
New York
$550K +$550K +2,014 New
FA
753
Faithward Advisors
Pennsylvania
$546K – – –
FNC
754
First National Corp
Massachusetts
$546K – – –
RCM
755
Radnor Capital Management
Pennsylvania
$546K – – –
LWAC
756
Laurel Wealth Advisors (California)
California
$534K -$4.1K -15 -0.8%
GFS
757
GYL Financial Synergies
Connecticut
$533K +$13.7K +50 +3%
GG
758
Gofen & Glossberg
Illinois
$532K – – –
KFA
759
Krane Funds Advisors
New York
$530K -$14.5K -53 -3%
DCM
760
Dimension Capital Management
Florida
$530K – – –
BFM
761
Boston Financial Management
Massachusetts
$530K – – –
FMWA
762
Forvis Mazars Wealth Advisors
Missouri
$530K +$20.5K +75 +4%
HIM
763
Hillsdale Investment Management
Ontario, Canada
$527K +$519K +1,900 +6,333%
EA
764
Emerald Advisers
Pennsylvania
$526K -$7.92K -29 -1%
CCP
765
Corient Capital Partners
California
$525K +$7.1K +26 +1%
CCB
766
Cutter & Co Brokerage
Missouri
$522K +$30K +110 +6%
GAM
767
GQ Asset Management
New York
$511K +$511K +1,873 New
LS
768
Livforsakringsbolaget Skandia
Sweden
$510K -$273K -1,000 -35%
Cetera Investment Advisers
769
Cetera Investment Advisers
Illinois
$509K +$4.89K +18 +1%
PTC
770
Philadelphia Trust Company
Pennsylvania
$509K +$164K +600 +47%
PV
771
Private Vista
Illinois
$505K -$12.3K -45 -2%
ISL
772
Ingalls & Snyder LLC
New York
$505K – – –
APA
773
American Portfolios Advisors
New York
$505K -$191K -699 -27%
PA
774
Parallel Advisors
California
$503K +$16.9K +62 +3%
S
775
SignatureFD
Georgia
$501K +$16.4K +60 +3%
29 30
31
32 33