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S&P Global
SPGI

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897 → 908 (+11)

1.27% less ownership

Funds ownership: 85.15% → 83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 51 → 38 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$464M
2
Capital World Investors
Capital World Investors
California
+$284M
3
CWM
Cornerstone Wealth Management
Missouri
+$120M
4
APG Asset Management
APG Asset Management
Netherlands
+$112M
5
Goldman Sachs
Goldman Sachs
New York
+$75.8M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$406M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$289M
3
Capital International Investors
Capital International Investors
California
-$263M
4
Principal Financial Group
Principal Financial Group
Iowa
-$164M
5
IAM
Iridian Asset Management
Connecticut
-$134M
Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
776
Sustainable Insight Capital Management
New York
$219K +$232K +1,123 New
HCM
777
Harvest Capital Management
New Hampshire
$215K -$103K -500 -31%
DWM
778
Dorchester Wealth Management
Quebec, Canada
$215K – – –
WTC
779
WhitTier Trust Company
Nevada
$213K -$35.1K -170 -14%
ECM
780
Elgethun Capital Management
South Dakota
$213K – – –
IC
781
Intersect Capital
California
$212K – – –
IAA
782
Independent Advisor Alliance
North Carolina
$211K +$218K +1,056 New
SIM
783
Sadoff Investment Management
Wisconsin
$210K – – –
FRM
784
Fox Run Management
Connecticut
$209K -$68.9K -334 -24%
PA
785
Parallel Advisors
California
$209K +$413 +2 +0.2%
EFS
786
Essex Financial Services
Connecticut
$208K – – –
JCM
787
Janney Capital Management
Pennsylvania
$208K – – –
PCM
788
Prelude Capital Management
New York
$205K -$722K -3,496 -77%
NIM
789
NuWave Investment Management
New Jersey
$205K -$433K -2,096 -67%
VCM
790
Versant Capital Management
Arizona
$205K – – –
WP
791
WealthSource Partners
California
$204K +$215K +1,043 New
BB
792
Busey Bank
Illinois
$202K – – –
GAG
793
GM Advisory Group
New York
$202K – – –
FAIM
794
Financial Advocates Investment Management
Washington
$201K +$213K +1,032 New
AR
795
Advisory Research
Illinois
$200K +$212K +1,026 New
FMT
796
First Mercantile Trust
Tennessee
$176K +$11.4K +55 +6%
BDWM
797
Brewin Dolphin Wealth Management
Ireland
$176K -$20.6K -100 -10%
ST
798
Smithfield Trust
Pennsylvania
$174K – – –
SIAS
799
Shine Investment Advisory Services
Colorado
$170K – – –
WAM
800
Wealthspire Advisors (Maryland)
Maryland
$157K -$826 -4 -0.5%
30 31
32
33 34

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.