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S&P Global
SPGI

Overview Fund Activity

836 hedge funds and large institutions have $36.8B invested in S&P Global in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+82
Holders Change %
+10.88%
% of All Funds
18.99%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
135
Increased
288
Reduced
253
Closed
43
Calls
$179M
Puts
$96M
Net Calls
+$83.2M
Net Calls Change
+$52M

Top Buyers

1
TP
Tesuji Partners
New Jersey
$180M
2
NIPH
NN Investment Partners Holdings
Netherlands
$157M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
4
TP
Third Point
New York
$305M
5
Renaissance Technologies
Renaissance Technologies
New York
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$647M
2
ECU
Egerton Capital (UK)
United Kingdom
$430M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$146M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
801
One Wealth Advisors
California
$15K +$15K +86 New
GFP
802
Gryphon Financial Partners
Ohio
$15K +$15K +93 New
WIM
803
Westside Investment Management
California
$13.6K -$886 -5 -6%
PO
804
Private Ocean
California
$13K +$13K +76 New
LA
805
Legacy Advisors
Pennsylvania
$12K – – –
SGAM
806
Smith Group Asset Management
Texas
$12K – – –
GI
807
Gradient Investments
Minnesota
$12K +$12K +70 New
GEA
808
Glen Eagle Advisors
New Jersey
$11K – – –
SWP
809
Strategic Wealth Partners
Ohio
$11K +$11K +64 New
WTC
810
WhitTier Trust Company
Nevada
$10K – – –
HIM
811
Hillsdale Investment Management
Ontario, Canada
$8K – – –
KF
812
Krilogy Financial
Missouri
$8K – – –
CBT
813
Capital Bank & Trust
California
$7K +$7K +39 New
GRP
814
Global Retirement Partners
California
$6K -$474 -3 -7%
TFO
815
Tarbox Family Office
California
$6K – – –
WAS
816
WESPAC Advisors SoCal
California
$6K – – –
BWM
817
Baystate Wealth Management
Massachusetts
$5K – – –
GWS
818
Glassman Wealth Services
Virginia
$5K +$5K +28 New
LFA
819
Legacy Financial Advisors
Kentucky
$5K +$5K +30 New
LNB
820
Ledyard National Bank
$3K – – –
Walleye Trading
821
Walleye Trading
New York
$2.2K +$388 +2,292 +21%
MFBTD
822
MB Financial Bank - Trust Department
Illinois
$2K – – –
RFM
823
Royal Fund Management
Florida
$2K +$2K +15 New
AC
824
Avestar Capital
New York
$2K +$2K +19 New
RPC
825
Rossmore Private Capital
Connecticut
$1.53K +$1.53K +9 New
31 32
33
34 35