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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
776
Optimum Investment Advisors
Illinois
$124K +$124K +650 New
TL
777
TrueWealth LLC
Georgia
$120K -$6.9K -36 -5%
BCP
778
Blue Chip Partners
Michigan
$115K +$115K +600 New
GLI
779
Guardian Life Insurance
New York
$112K -$47K -246 -30%
BFEC
780
Benjamin F. Edwards & Company
Missouri
$109K +$12.7K +67 +13%
ASN
781
Advisory Services Network
Georgia
$103K -$23.6K -123 -19%
Carson Wealth (CWM LLC)
782
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
AIS
783
AlphaOne Investment Services
Pennsylvania
$101K +$101K +529 New
CFA
784
Carroll Financial Associates
North Carolina
$99K +$190 +1 +0.2%
FANJ
785
Financial Architects (New Jersey)
New Jersey
$98K -$2.66K -14 -3%
FMT
786
First Mercantile Trust
Tennessee
$98K +$98K +514 New
KCPG
787
Kavar Capital Partners Group
Kansas
$96K +$96K +500 New
GBBWRPM
788
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$92K – – –
IIC
789
Integrated Investment Consultants
Michigan
$90K +$90K +469 New
SFG
790
SevenBridge Financial Group
Pennsylvania
$89K – – –
CAW
791
Cornerstone Advisors (Washington)
Washington
$89K +$34.4K +181 +63%
LWCFA
792
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K – – –
SPIA
793
Steward Partners Investment Advisory
New York
$86K +$56.3K +298 +190%
ML
794
McAdam LLC
Pennsylvania
$82K +$82K +431 New
Aristotle Capital Management
795
Aristotle Capital Management
California
$76K +$76K +400 New
PCG
796
Private Capital Group
Connecticut
$73K -$44.6K -233 -38%
CIP
797
Convergence Investment Partners
Florida
$71K +$71K +372 New
FPFS
798
First Personal Financial Services
North Carolina
$69K – – –
THWM
799
Taylor Hoffman Wealth Management
Virginia
$68K – – –
AAP
800
Arax Advisory Partners
Colorado
$66K +$2.68K +14 +4%
30 31
32
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