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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$597M
2
Capital World Investors
Capital World Investors
California
$269M
3
APG Asset Management
APG Asset Management
Netherlands
$256M
4
Goldman Sachs
Goldman Sachs
New York
$436M
5
Marshall Wace
Marshall Wace
United Kingdom
$143M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$82.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.82B
3
Capital International Investors
Capital International Investors
California
$138M
4
Principal Financial Group
Principal Financial Group
Iowa
$476M
5
IAM
Iridian Asset Management
Connecticut
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
801
Trust Company
Kansas
$156K – – –
Carson Wealth (CWM LLC)
802
Carson Wealth (CWM LLC)
Nebraska
$154K +$5.28K +27 +4%
EDRH
803
Edmond de Rothschild Holding
Switzerland
$148K +$130K +663 +705%
CQS
804
Credential Qtrade Securities
$146K +$146K +749 New
CFGS
805
Concourse Financial Group Securities
Alabama
$143K +$143K +730 New
GLI
806
Guardian Life Insurance
New York
$139K +$3.32K +17 +2%
SSB
807
Sandy Spring Bank
Maryland
$137K – – –
SLF
808
Sun Life Financial
Ontario, Canada
$135K +$1.56K +8 +1%
CGT
809
Capital Guardian Trust
California
$134K +$134K +686 New
CLM
810
ClearBridge LLC (Maryland)
Maryland
$133K -$17.6K -90 -12%
TL
811
TrueWealth LLC
Georgia
$122K – – –
WSTAM
812
Wilbanks Smith & Thomas Asset Management
Virginia
$122K +$122K +623 New
ASN
813
Advisory Services Network
Georgia
$120K +$17.8K +91 +17%
CAW
814
Cornerstone Advisors (Washington)
Washington
$119K +$3.91K +20 +3%
KA
815
Kaizen Advisory
Illinois
$118K – – –
BCP
816
Blue Chip Partners
Michigan
$117K – – –
EMG
817
ETF Managers Group
New Jersey
$115K -$2.96M -15,154 -96%
BFEC
818
Benjamin F. Edwards & Company
Missouri
$112K – – –
RE
819
RBC Europe
United Kingdom
$97.7K +$97.7K +500 New
CFA
820
Carroll Financial Associates
North Carolina
$97K -$4.27K -22 -4%
GP
821
Girard Partners
Pennsylvania
$97K +$97K +500 New
FANJ
822
Financial Architects (New Jersey)
New Jersey
$96K -$1.94K -10 -2%
CBT
823
Capital Bank & Trust
California
$94K +$86.4K +443 +1,136%
SFG
824
SevenBridge Financial Group
Pennsylvania
$91K – – –
JCM
825
Jacobi Capital Management
Pennsylvania
$88K +$49.1K +252 +126%
31 32
33
34 35