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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
801
Financial Gravity Companies
Texas
$62K -$56.9K -303 -48%
FC
802
Ferris Capital
Massachusetts
$62K +$62K +327 New
FGAM
803
Financial Gravity Asset Management
Texas
$62K +$62K +330 New
MYIA
804
Mount Yale Investment Advisors
Colorado
$61K +$61K +321 New
PCP
805
Proficio Capital Partners
Massachusetts
$58K +$7.3K +38 +14%
ARMC
806
American Research & Management Company
Massachusetts
$57K – – –
HDIM
807
Hanson & Doremus Investment Management
Vermont
$57K +$57K +300 New
Twin Tree Management
808
Twin Tree Management
Texas
$55K +$55K +290 New
GAM
809
Gemmer Asset Management
California
$51K – – –
WPA
810
West Paces Advisors
Georgia
$50.2K – – –
SWP
811
Stratos Wealth Partners
Ohio
$50K -$4.01K -21 -7%
APP
812
Avantax Planning Partners
Iowa
$49K +$49K +257 New
KA
813
Kaizen Advisory
Illinois
$48K -$1.33M -6,887 -97%
GWM
814
Geneos Wealth Management
Colorado
$48K -$3.24K -17 -6%
HAM
815
Highstreet Asset Management
Ontario, Canada
$45K +$45K +236 New
TWA
816
TCI Wealth Advisors
Arizona
$44K – – –
BGIM
817
Brandywine Global Investment Management
Pennsylvania
$38K – – –
PFA
818
Pathway Financial Advisors
Vermont
$38K – – –
ZB
819
Zions Bancorporation
Utah
$38K +$5.18K +27 +16%
JCM
820
Jacobi Capital Management
Pennsylvania
$37K – – –
PFBT
821
Parkside Financial Bank & Trust
Missouri
$37K +$4.46K +23 +14%
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$36K +$19.1K +100 +114%
PMFA
823
Plante Moran Financial Advisors
Michigan
$35K – – –
IWM
824
IHT Wealth Management
Illinois
$35K – – –
IFAM
825
Institutional & Family Asset Management
Colorado
$34K +$34K +178 New
31 32
33
34 35