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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
776
Braun-Bostich & Associates
Pennsylvania
$367K -$97.2K -397 -21%
FNBOSM
777
First National Bank of South Miami
Florida
$367K – – –
P
778
Pitcairn
Pennsylvania
$364K -$23.2K -95 -6%
CA
779
Centerpoint Advisors
Massachusetts
$364K – – –
AW
780
Alpha Windward
Massachusetts
$359K -$245 -1 -0.1%
DZ Bank
781
DZ Bank
Germany
$353K – – –
SSW
782
Smith Shellnut Wilson
Mississippi
$346K +$18.9K +77 +6%
MUS
783
Mitsubishi UFJ Securities
Japan
$343K +$80.9K +330 +31%
CEP
784
Chicago Equity Partners
Illinois
$341K -$656K -2,675 -66%
HFM
785
Harvest Fund Management
China
$339K +$339K +1,385 New
CCM
786
Crabel Capital Management
California
$336K +$336K +1,370 New
RTS
787
Round Table Services
New Jersey
$333K -$10.3K -42 -3%
WEC
788
Winslow Evans & Crocker
Massachusetts
$332K +$332K +1,356 New
SC
789
Savant Capital
Illinois
$331K +$3.67K +15 +1%
BP
790
Ballentine Partners
Massachusetts
$327K -$9.07K -37 -3%
JCM
791
Jacobi Capital Management
Pennsylvania
$325K +$247 +1 +0.1%
Fisher Asset Management
792
Fisher Asset Management
Washington
$324K +$41.8K +171 +15%
WA
793
Wambolt & Associates
Colorado
$323K -$102K -417 -24%
HB
794
Homrich & Berg
Georgia
$322K -$208K -850 -39%
RSS
795
Rosenblum Silverman Sutton
California
$321K -$12.7K -52 -4%
AI
796
Alphabet Inc
California
$318K +$318K +1,297 New
BCM
797
Brookstone Capital Management
Illinois
$317K -$206K -842 -39%
LIM
798
Leavell Investment Management
Alabama
$311K -$17.4K -71 -5%
ACA
799
Anchor Capital Advisors
Massachusetts
$310K – – –
PTC
800
Philadelphia Trust Company
Pennsylvania
$310K +$310K +1,265 New
30 31
32
33 34