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S&P Global
SPGI

Overview Fund Activity

907 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, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
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
306
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
$597M
2
Capital World Investors
Capital World Investors
California
$269M
3
APG Asset Management
APG Asset Management
Netherlands
$256M
4
Goldman Sachs
Goldman Sachs
New York
$436M
5
Marshall Wace
Marshall Wace
United Kingdom
$143M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$82.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.82B
3
Capital International Investors
Capital International Investors
California
$138M
4
Principal Financial Group
Principal Financial Group
Iowa
$476M
5
IAM
Iridian Asset Management
Connecticut
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
776
Harvest Capital Management
New Hampshire
$215K -$97.7K -500 -31%
DWM
777
Dorchester Wealth Management
Quebec, Canada
$215K – – –
WTC
778
WhitTier Trust Company
Nevada
$213K -$33.3K -170 -14%
ECM
779
Elgethun Capital Management
South Dakota
$213K – – –
IC
780
Intersect Capital
California
$212K – – –
IAA
781
Independent Advisor Alliance
North Carolina
$211K +$211K +1,056 New
SIM
782
Sadoff Investment Management
Wisconsin
$210K – – –
FRM
783
Fox Run Management
Connecticut
$209K -$65.1K -334 -24%
PA
784
Parallel Advisors
California
$209K +$391 +2 +0.2%
EFS
785
Essex Financial Services
Connecticut
$208K – – –
JCM
786
Janney Capital Management
Pennsylvania
$208K – – –
PCM
787
Prelude Capital Management
New York
$205K -$683K -3,496 -77%
NIM
788
NuWave Investment Management
New Jersey
$205K -$410K -2,096 -67%
VCM
789
Versant Capital Management
Arizona
$205K – – –
WP
790
WealthSource Partners
California
$204K +$204K +1,043 New
BB
791
Busey Bank
Illinois
$202K – – –
GAG
792
GM Advisory Group
New York
$202K – – –
FAIM
793
Financial Advocates Investment Management
Washington
$201K +$201K +1,032 New
AR
794
Advisory Research
Illinois
$200K +$200K +1,026 New
FMT
795
First Mercantile Trust
Tennessee
$176K +$10.7K +55 +6%
BDWM
796
Brewin Dolphin Wealth Management
Ireland
$176K -$19.5K -100 -10%
ST
797
Smithfield Trust
Pennsylvania
$174K – – –
SIAS
798
Shine Investment Advisory Services
Colorado
$170K – – –
WAM
799
Wealthspire Advisors (Maryland)
Maryland
$157K -$780 -4 -0.5%
NSIM
800
North Star Investment Management
Illinois
$157K – – –
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