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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$651M
2
OAG
Orbis Allan Gray
Bermuda
+$283M
3
FCM
Farallon Capital Management
California
+$192M
4
Harris Associates
Harris Associates
Illinois
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$105M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$264M
3
Renaissance Technologies
Renaissance Technologies
New York
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
801
Human Investing
Oregon
$135K +$5.7K +27 +4%
TL
802
TrueWealth LLC
Georgia
$132K – – –
ASN
803
Advisory Services Network
Georgia
$131K +$5.69K +27 +5%
BFEC
804
Benjamin F. Edwards & Company
Missouri
$130K – – –
CYG
805
Clean Yield Group
Vermont
$126K -$47.3K -225 -27%
TA
806
TCG Advisors
Texas
$126K +$126K +600 New
ZB
807
Zions Bancorporation
Utah
$124K +$1.27K +6 +1%
CFA
808
Carroll Financial Associates
North Carolina
$114K +$12.8K +61 +13%
PRC
809
Pearl River Capital
Michigan
$106K +$106K +504 New
RE
810
RBC Europe
United Kingdom
$105K – – –
SFG
811
SevenBridge Financial Group
Pennsylvania
$98K – – –
AIA
812
Alera Investment Advisors
Illinois
$92K +$12.7K +60 +16%
FANJ
813
Financial Architects (New Jersey)
New Jersey
$90K -$1.68K -8 -2%
SLF
814
Sun Life Financial
Ontario, Canada
$89K -$57K -271 -39%
IFAM
815
Institutional & Family Asset Management
Colorado
$82K +$82K +390 New
NSIM
816
North Star Investment Management
Illinois
$78K -$91.7K -435 -54%
PCG
817
Private Capital Group
Connecticut
$77K +$1.05K +5 +1%
LFA
818
Legacy Financial Advisors
Kentucky
$77K +$34.1K +161 +79%
THWM
819
Taylor Hoffman Wealth Management
Virginia
$75K – – –
JCM
820
Jacobi Capital Management
Pennsylvania
$74K -$21K -100 -22%
IA
821
IFP Advisors
Florida
$73K -$503K -2,371 -87%
WTB
822
Washington Trust Bank
Washington
$69K -$238K -1,126 -77%
GWM
823
Geneos Wealth Management
Colorado
$69K – – –
CA
824
Crewe Advisors
Utah
$69K +$69K +328 New
ARMC
825
American Research & Management Company
Massachusetts
$63K – – –
31 32
33
34 35