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S&P Global
SPGI

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

6% more funds holding

Funds holding: 708 → 752 (+44)

0.18% less ownership

Funds ownership: 85.78% → 85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$242M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$237M
3
AL
AJO LP
Pennsylvania
+$124M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$97.2M
5
UBS Group
UBS Group
Switzerland
+$95.7M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$250M
2
O
OppenheimerFunds
New York
-$203M
3
ECU
Egerton Capital (UK)
United Kingdom
-$201M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$142M
5
Two Sigma Investments
Two Sigma Investments
New York
-$97.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
776
Soros Fund Management
New York
– -$275K -2,100 Closed
AL
777
Airain Ltd
Guernsey
– -$274K -2,094 Closed
EMFAT
778
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$271K -2,073 Closed
1832 Asset Management
779
1832 Asset Management
Ontario, Canada
– -$271K -2,072 Closed
NB
780
NBT Bank
New York
– -$261K -2,000 Closed
Mariner
781
Mariner
Kansas
– -$258K -1,977 Closed
QAM
782
Quantres Asset Management
Cayman Islands
– -$209K -1,600 Closed
AAM
783
Aureus Asset Management
Massachusetts
– -$212K -1,540 Closed
FMT
784
First Mercantile Trust
Tennessee
– -$88K -675 Closed
CMBA
785
C.M. Bidwell & Associates
Hawaii
– -$20K -150 Closed
WA
786
WealthTrust-Arizona
Arizona
– -$10K -76 Closed
BIG
787
Bellwether Investment Group
Tennessee
– -$4K -27 Closed
HCA
788
Harbour Capital Advisors
Virginia
– -$2.62K -20 Closed
CFN
789
Cordasco Financial Network
Florida
– -$2K -18 Closed
28 29 30 31
32

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.