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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
801
FDx Advisors
Illinois
$308K -$19.6K -80 -6%
SWA
802
Stratos Wealth Advisors
Ohio
$307K -$12.2K -50 -4%
DCM
803
Donaldson Capital Management
Indiana
$307K +$44.6K +182 +17%
FAAS
804
First Allied Advisory Services
California
$305K +$86.9K +357 +40%
RIM
805
Regent Investment Management
Kentucky
$302K – – –
AC
806
Alexandria Capital
Virginia
$299K -$7.11K -29 -2%
CCT
807
Country Club Trust
Missouri
$296K – – –
MIC
808
Meridian Investment Counsel
California
$295K – – –
SBWM
809
Sunflower Bank Wealth Management
Arizona
$294K – – –
HBT
810
Hills Bank & Trust
Iowa
$293K – – –
Capstone Investment Advisors
811
Capstone Investment Advisors
New York
$291K -$251K -1,021 -46%
AAP
812
Arax Advisory Partners
Colorado
$290K +$490 +2 +0.2%
LSAG
813
Lake Street Advisors Group
New Hampshire
$290K +$16.7K +69 +6%
AIM
814
Axiom Investment Management
New York
$289K -$1.76M -7,086 -86%
AFG
815
Albion Financial Group
Utah
$287K – – –
IBOK
816
Independence Bank of Kentucky
Kentucky
$286K – – –
AWM
817
AE Wealth Management
Kansas
$283K +$21.8K +89 +8%
SICM
818
Sustainable Insight Capital Management
New York
$270K – – –
DWM
819
Dorchester Wealth Management
Quebec, Canada
$269K – – –
SIAS
820
Shine Investment Advisory Services
Colorado
$268K – – –
IC
821
Intersect Capital
California
$266K – – –
SIM
822
Sadoff Investment Management
Wisconsin
$263K – – –
JCM
823
Janney Capital Management
Pennsylvania
$261K – – –
ECM
824
Elgethun Capital Management
South Dakota
$261K – – –
GH
825
GAM Holding
Switzerland
$261K +$1.96K +8 +0.8%
31 32
33
34 35