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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
776
Griffin Asset Management
New York
$499K – – –
PT
777
Plimoth Trust
Massachusetts
$496K -$97K -355 -16%
AS
778
Altshuler Shaham
Israel
$495K +$213K +781 +76%
HFM
779
Harvest Fund Management
China
$493K +$45K +139 +10%
SWA
780
Sutton Wealth Advisors
Florida
$492K – – –
MPW
781
Monterey Private Wealth
California
$492K +$492K +1,800 New
WPC
782
Waters Parkerson & Co
Louisiana
$491K – – –
GC
783
Guardian Capital
Ontario, Canada
$489K +$45.1K +165 +10%
OPCM
784
Osborne Partners Capital Management
California
$486K -$27.3K -100 -5%
WIS
785
Wright Investors Service
Connecticut
$485K +$485K +1,777 New
SPC
786
Sigma Planning Corp
Michigan
$483K -$227K -832 -32%
AMCA
787
Arthur M. Cohen & Associates
Illinois
$482K -$482K -1,754 -50%
BOS
788
Bank of Stockton
California
$480K – – –
NP
789
Ninepoint Partners
Ontario, Canada
$480K – – –
SCM
790
Shelton Capital Management
Colorado
$475K -$76.5K -280 -14%
CFFP
791
Center for Financial Planning
Michigan
$472K +$472K +1,729 New
EH
792
Employers Holdings
Nevada
$464K – – –
HCMT
793
Highland Capital Management (Tennessee)
Tennessee
$464K – – –
BG
794
Bellevue Group
Switzerland
$464K – – –
FMLI
795
Fukoku Mutual Life Insurance
Japan
$464K +$54.6K +200 +13%
PFS
796
Prospera Financial Services
Texas
$464K +$210K +769 +83%
AIM
797
Arcadia Investment Management
Michigan
$459K – – –
FHA
798
Flagship Harbor Advisors
Massachusetts
$456K -$51.4K -188 -10%
ST
799
Spinnaker Trust
Maine
$455K -$7.1K -26 -2%
WCM
800
WealthBridge Capital Management
Ohio
$455K – – –
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