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S&P Global
SPGI

Overview Fund Activity

896 hedge funds and large institutions have $43.4B invested in S&P Global in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 308 increasing their positions, 328 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+13
Holders Change %
+1.47%
% of All Funds
20.54%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
1.17%
New
78
Increased
308
Reduced
328
Closed
56
Calls
$136M
Puts
$85M
Net Calls
+$51.3M
Net Calls Change
+$25.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.18B
2
APG Asset Management
APG Asset Management
Netherlands
$171M
3
Renaissance Technologies
Renaissance Technologies
New York
$342M
4
Marshall Wace
Marshall Wace
United Kingdom
$79.5M
5
FAM
Fred Alger Management
New York
$281M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$487M
2
Deutsche Bank
Deutsche Bank
Germany
$681M
3
Prudential Financial
Prudential Financial
New Jersey
$89.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$378M
5
EVM
Eaton Vance Management
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
801
Benjamin F. Edwards & Company
Missouri
$117K – – –
ASN
802
Advisory Services Network
Georgia
$111K -$3.19K -15 -3%
PC
803
Polar Capital
United Kingdom
$106K +$9.82K +48,150 +10%
CFA
804
Carroll Financial Associates
North Carolina
$106K – – –
MYIA
805
Mount Yale Investment Advisors
Colorado
$106K +$40.6K +199 +62%
FANJ
806
Financial Architects (New Jersey)
New Jersey
$102K -$2.23K -11 -2%
KCPG
807
Kavar Capital Partners Group
Kansas
$102K – – –
GBBWRPM
808
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$98K – – –
SFG
809
SevenBridge Financial Group
Pennsylvania
$95K – – –
AAP
810
Arax Advisory Partners
Colorado
$94K +$24.1K +119 +34%
PCG
811
Private Capital Group
Connecticut
$85K +$7.71K +38 +10%
ML
812
McAdam LLC
Pennsylvania
$83K -$5.33K -26 -6%
SPIA
813
Steward Partners Investment Advisory
New York
$77K -$15.9K -78 -17%
THWM
814
Taylor Hoffman Wealth Management
Virginia
$72K – – –
FC
815
Ferris Capital
Massachusetts
$67K – – –
PCP
816
Proficio Capital Partners
Massachusetts
$62K – – –
TG
817
TLP Group
Illinois
$62K +$62K +304 New
ARMC
818
American Research & Management Company
Massachusetts
$61K – – –
WB
819
Webster Bank
Connecticut
$57K -$122K -594 -68%
WPA
820
West Paces Advisors
Georgia
$54.6K +$1.02K +5 +2%
GAM
821
Gemmer Asset Management
California
$54K – – –
GWM
822
Geneos Wealth Management
Colorado
$51K – – –
TWA
823
TCI Wealth Advisors
Arizona
$51K +$4.1K +20 +9%
QAM
824
QCI Asset Management
New York
$50K +$29.6K +145 +145%
PFBT
825
Parkside Financial Bank & Trust
Missouri
$47K +$7.97K +39 +20%
31 32
33
34 35