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S&P Global
SPGI

Overview Fund Activity

836 hedge funds and large institutions have $36.8B invested in S&P Global in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+82
Holders Change %
+10.88%
% of All Funds
18.99%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
135
Increased
288
Reduced
253
Closed
43
Calls
$179M
Puts
$96M
Net Calls
+$83.2M
Net Calls Change
+$52M

Top Buyers

1
TP
Tesuji Partners
New Jersey
$180M
2
NIPH
NN Investment Partners Holdings
Netherlands
$157M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
4
TP
Third Point
New York
$305M
5
Renaissance Technologies
Renaissance Technologies
New York
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$647M
2
ECU
Egerton Capital (UK)
United Kingdom
$430M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$146M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
776
Brandywine Global Investment Management
Pennsylvania
$33K – – –
PMFA
777
Plante Moran Financial Advisors
Michigan
$31K – – –
PFBT
778
Parkside Financial Bank & Trust
Missouri
$29K -$690 -4 -2%
ZB
779
Zions Bancorporation
Utah
$29K – – –
WEC
780
Winslow Evans & Crocker
Massachusetts
$29K +$29K +172 New
AIM
781
Advantage Investment Management
Iowa
$28K +$509 +3 +2%
MOS
782
MGO One Seven
Ohio
$27K +$27K +162 New
SPIA
783
Steward Partners Investment Advisory
New York
$26K +$6.13K +37 +31%
VIA
784
Vantage Investment Advisors
Pennsylvania
$24K – – –
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
CCM
786
Covington Capital Management
California
$24K +$24K +143 New
VFA
787
Valeo Financial Advisors
Indiana
$23K +$19.8K +116 +611%
EARNEST Partners
788
EARNEST Partners
Georgia
$22K +$22K +127 New
FDCDDQ
789
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5K +$6.27K +37 +41%
BAM
790
Barrett Asset Management
New York
$21K – – –
AIL
791
AGF Investments LLC
Ontario, Canada
$20K +$20K +120 New
CB
792
CNB Bank
Pennsylvania
$19K +$19K +112 New
AP
793
Advisors Preferred
Maryland
$17K -$52K -303 -75%
QAM
794
QCI Asset Management
New York
$17K -$8.5K -50 -33%
EFSCE
795
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
MFW
796
Mosaic Family Wealth
Missouri
$17K – – –
FHA
797
First Horizon Advisors
Tennessee
$17K – – –
M
798
MOTCO
Texas
$17K – – –
WA
799
Winfield Associates
Ohio
$17K +$1.97K +11 +13%
FMII
800
Farmers & Merchants Investments Inc
Nebraska
$15K +$1.53K +9 +11%
30 31
32
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