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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWA
776
Beacon Pointe Wealth Advisors
California
$275K +$275K +1,214 New
MIC
777
Meridian Investment Counsel
California
$274K – – –
CA
778
Cetera Advisors
Colorado
$274K +$1.59K +7 +0.6%
HBT
779
Hills Bank & Trust
Iowa
$273K -$1.6K -7 -0.6%
SBWM
780
Sunflower Bank Wealth Management
Arizona
$273K – – –
CCT
781
Country Club Trust
Missouri
$273K – – –
ECM
782
ExodusPoint Capital Management
New York
$273K +$273K +1,200 New
AAP
783
Arax Advisory Partners
Colorado
$269K +$269K +1,181 New
AFG
784
Albion Financial Group
Utah
$267K – – –
IBOK
785
Independence Bank of Kentucky
Kentucky
$266K – – –
SNT
786
Security National Trust
West Virginia
$263K -$13.7K -60 -5%
Fisher Asset Management
787
Fisher Asset Management
Washington
$263K +$263K +1,153 New
CIC
788
Carnegie Investment Counsel
Ohio
$262K – – –
RA
789
Rational Advisors
New York
$261K -$1.81M -7,950 -87%
CAM
790
Congress Asset Management
Massachusetts
$261K -$5.7K -25 -2%
LSAG
791
Lake Street Advisors Group
New Hampshire
$257K +$20.3K +89 +9%
QT
792
Quantamental Technologies
New York
$257K +$257K +1,130 New
FSA
793
Franklin Street Advisors
North Carolina
$256K -$6.82K -30 -3%
GC
794
Gilbert & Cook
Iowa
$251K -$59.7K -262 -19%
SICM
795
Sustainable Insight Capital Management
New York
$251K -$14.1K -62 -5%
DWM
796
Dorchester Wealth Management
Quebec, Canada
$251K – – –
SIAS
797
Shine Investment Advisory Services
Colorado
$249K – – –
IC
798
Intersect Capital
California
$248K – – –
NA
799
NewEdge Advisors
Louisiana
$246K +$246K +1,081 New
SIM
800
Sadoff Investment Management
Wisconsin
$245K – – –
30 31
32
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