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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
801
Capital Bank & Trust
California
$144K -$63.9K -330 -33%
CAW
802
Cornerstone Advisors (Washington)
Washington
$143K +$7.36K +38 +6%
HI
803
Human Investing
Oregon
$135K +$5.23K +27 +4%
TL
804
TrueWealth LLC
Georgia
$132K
ASN
805
Advisory Services Network
Georgia
$131K +$5.23K +27 +5%
BFEC
806
Benjamin F. Edwards & Company
Missouri
$130K
CYG
807
Clean Yield Group
Vermont
$126K -$43.6K -225 -27%
TA
808
TCG Advisors
Texas
$126K +$116K +600 New
ZB
809
Zions Bancorporation
Utah
$124K +$1.16K +6 +1%
CFA
810
Carroll Financial Associates
North Carolina
$114K +$11.8K +61 +13%
PRC
811
Pearl River Capital
Michigan
$106K +$97.6K +504 New
RE
812
RBC Europe
United Kingdom
$105K
SFG
813
SevenBridge Financial Group
Pennsylvania
$98K
AIA
814
Alera Investment Advisors
Illinois
$92K +$11.6K +60 +16%
FANJ
815
Financial Architects (New Jersey)
New Jersey
$90K -$1.55K -8 -2%
SLF
816
Sun Life Financial
Ontario, Canada
$89K -$52.5K -271 -39%
IFAM
817
Institutional & Family Asset Management
Colorado
$82K +$75.5K +390 New
NSIM
818
North Star Investment Management
Illinois
$78K -$84.2K -435 -54%
PCG
819
Private Capital Group
Connecticut
$77K +$968 +5 +1%
LFA
820
Legacy Financial Advisors
Kentucky
$77K +$31.2K +161 +79%
THWM
821
Taylor Hoffman Wealth Management
Virginia
$75K
JCM
822
Jacobi Capital Management
Pennsylvania
$74K -$19.4K -100 -22%
IA
823
IFP Advisors
Florida
$73K -$459K -2,371 -87%
WTB
824
Washington Trust Bank
Washington
$69K -$218K -1,126 -77%
GWM
825
Geneos Wealth Management
Colorado
$69K

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.