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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$1.03B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$671M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$374M
4
Citadel Advisors
Citadel Advisors
Florida
+$228M
5
OAG
Orbis Allan Gray
Bermuda
+$158M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$264M
2
AL
AJO LP
Pennsylvania
-$232M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$126M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
801
Donaldson Capital Management
Indiana
$244K -$28.3K -124 -10%
ECM
802
Elgethun Capital Management
South Dakota
$244K – – –
MUS
803
Mitsubishi UFJ Securities
Japan
$244K +$244K +1,070 New
JCM
804
Janney Capital Management
Pennsylvania
$243K – – –
AWM
805
AE Wealth Management
Kansas
$243K +$243K +1,067 New
DC
806
Davenport & Co
Virginia
$242K +$242K +1,061 New
ARMT
807
Amica Retiree Medical Trust
Rhode Island
$241K -$53K -233 -18%
FNBOO
808
First National Bank of Omaha
Nebraska
$241K +$13.6K +60 +6%
GH
809
GAM Holding
Switzerland
$240K -$6.37K -28 -3%
SDAM
810
Shulman DeMeo Asset Management
New York
$240K +$456 +2 +0.2%
KCPG
811
Kavar Capital Partners Group
Kansas
$237K – – –
CFA
812
Carroll Financial Associates
North Carolina
$237K +$113K +497 +91%
CB
813
Community Bank
New York
$236K +$236K +1,035 New
GAG
814
GM Advisory Group
New York
$235K – – –
FMT
815
First Mercantile Trust
Tennessee
$234K +$56.1K +246 +31%
LA
816
Lau Associates
Delaware
$228K – – –
MFG
817
Magnus Financial Group
New York
$228K – – –
BMA
818
Brooks Moore & Associates
Tennessee
$228K – – –
PP
819
Palladium Partners
Virginia
$228K – – –
MA
820
Montag & Associates
Georgia
$228K – – –
ETI
821
Enterprise Trust & Investment
California
$228K +$228K +1,000 New
SIA
822
Starfire Investment Advisers
Michigan
$227K – – –
PWP
823
Principle Wealth Partners
Connecticut
$221K +$221K +969 New
WAM
824
Wealthspire Advisors (Maryland)
Maryland
$220K +$4.33K +19 +2%
SFG
825
StrategIQ Financial Group
Indiana
$219K – – –
31 32
33
34 35