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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
776
GM Advisory Group
New York
$217K +$200K +1,033 New
WPW
777
Waldron Private Wealth
Pennsylvania
$216K +$199K +1,029 New
BMA
778
Brooks Moore & Associates
Tennessee
$211K -$58.1K -300 -23%
LA
779
Lau Associates
Delaware
$211K -$58.1K -300 -23%
FNBOO
780
First National Bank of Omaha
Nebraska
$211K -$38.7K -200 -17%
MA
781
Montag & Associates
Georgia
$211K +$194K +1,000 New
PP
782
Palladium Partners
Virginia
$211K +$194K +1,000 New
MFG
783
Magnus Financial Group
New York
$211K +$194K +1,002 New
SIA
784
Starfire Investment Advisers
Michigan
$210K +$194K +1,000 New
EFS
785
Essex Financial Services
Connecticut
$204K +$188K +969 New
SFG
786
StrategIQ Financial Group
Indiana
$202K +$186K +960 New
WAM
787
Wealthspire Advisors (Maryland)
Maryland
$199K +$2.71K +14 +2%
S
788
Seeyond
France
$182K
ST
789
Smithfield Trust
Pennsylvania
$181K
PHK
790
Point72 Hong Kong
Hong Kong
$178K +$163K +844 New
EI
791
Ellevest Inc
New York
$171K
BDWM
792
Brewin Dolphin Wealth Management
Ireland
$168K -$19.4K -100 -11%
TI
793
Truehand Inc
New Hampshire
$168K
TC
794
Trust Company
Kansas
$168K
FMT
795
First Mercantile Trust
Tennessee
$164K +$10.1K +52 +7%
CFGS
796
Concourse Financial Group Securities
Alabama
$162K +$8.33K +43 +6%
EMG
797
ETF Managers Group
New Jersey
$159K +$10.7K +55 +8%
SSB
798
Sandy Spring Bank
Maryland
$153K +$5.81K +30 +4%
GLI
799
Guardian Life Insurance
New York
$150K
LC
800
Lindbrook Capital
California
$146K +$16.5K +85 +14%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.