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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$493M
2
Capital World Investors
Capital World Investors
California
+$443M
3
Goldman Sachs
Goldman Sachs
New York
+$195M
4
Ameriprise
Ameriprise
Minnesota
+$138M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$138M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$472M
3
LPC
Lone Pine Capital
Connecticut
-$422M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$217M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
801
Smithfield Trust
Pennsylvania
$454K – – –
DBRC
802
D.B. Root & Company
Pennsylvania
$453K +$546 +2 +0.1%
FA
803
FDx Advisors
Illinois
$452K +$108K +397 +32%
CAN
804
Cetera Advisor Networks
California
$448K +$18.4K +67 +4%
EMG
805
Ellington Management Group
Connecticut
$437K -$164K -600 -27%
CS
806
Cannell & Spears
New York
$437K – – –
BIC
807
Beach Investment Counsel
Pennsylvania
$437K – – –
GFP
808
Gryphon Financial Partners
Ohio
$437K +$6.01K +22 +1%
MWP
809
Meridian Wealth Partners
Pennsylvania
$437K +$437K +1,600 New
NAM
810
North American Management
Massachusetts
$434K – – –
CS
811
Comerica Securities
Michigan
$433K -$10.4K -38 -2%
HSA
812
HBK Sorce Advisory
Pennsylvania
$430K +$14.5K +53 +3%
AA
813
Alesco Advisors
New York
$430K +$430K +1,575 New
PI
814
PEAK6 Investments
Illinois
$429K +$429K +1,572 New
CCM
815
Crabel Capital Management
California
$427K +$53.2K +195 +14%
MCM
816
McKinley Capital Management
Alaska
$426K -$87.7K -321 -17%
DCM
817
Donaldson Capital Management
Indiana
$426K +$83.9K +307 +25%
DZ Bank
818
DZ Bank
Germany
$421K +$28.1K +103 +7%
PVWM
819
Point View Wealth Management
New Jersey
$420K – – –
NHC
820
Nicholas Hoffman & Company
Georgia
$417K -$17.7K -65 -4%
BS
821
Bessemer Securities
New York
$416K – – –
WEC
822
Winslow Evans & Crocker
Massachusetts
$414K +$42.2K +154 +11%
P
823
Pitcairn
Pennsylvania
$412K +$6.27K +23 +2%
AFS
824
Amtrust Financial Services
New York
$410K -$820K -3,000 -67%
IC
825
IEQ Capital
California
$409K +$409K +1,495 New
31 32
33
34 35