SPGI icon

S&P Global
SPGI

Overview Fund Activity

836 hedge funds and large institutions have $36.8B invested in S&P Global in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+82
Holders Change %
+10.88%
% of All Funds
18.99%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
135
Increased
288
Reduced
253
Closed
43
Calls
$179M
Puts
$96M
Net Calls
+$83.2M
Net Calls Change
+$52M

Top Buyers

1
TP
Tesuji Partners
New Jersey
$180M
2
NIPH
NN Investment Partners Holdings
Netherlands
$157M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
4
TP
Third Point
New York
$305M
5
Renaissance Technologies
Renaissance Technologies
New York
$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$647M
2
ECU
Egerton Capital (UK)
United Kingdom
$430M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$146M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTIS
826
BB&T Investment Services
North Carolina
$1K -$400 -2 -29%
MGIA
827
Moneta Group Investment Advisors
Missouri
$1K +$1K +3 New
AF
828
Allworth Financial
California
$1K +$1K +3 New
WAP
829
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +4 New
II
830
Inspire Investing
Idaho
$1K +$1K +4 New
SWM
831
SeaCrest Wealth Management
New York
$1K +$1K +7 New
AWA
832
Acorn Wealth Advisors
Michigan
$1K +$1K +7 New
ST
833
Sageworth Trust
Pennsylvania
$1K +$1K +7 New
AWM
834
Avior Wealth Management
Nebraska
$1K +$1K +8 New
AMCA
835
Arthur M. Cohen & Associates
Illinois
$299 +$299 +1,754 New
PCG
836
Private Capital Group
Connecticut
$91 +$91 +614 New
Massachusetts Financial Services
837
Massachusetts Financial Services
Massachusetts
– -$106M -678,413 Closed
FPP
838
Findlay Park Partners
United Kingdom
– -$69.2M -442,455 Closed
Credit Agricole
839
Credit Agricole
France
– -$54.9M -350,978 Closed
SAM
840
Sentinel Asset Management
Vermont
– -$50.1M -320,300 Closed
PHS
841
PFM Health Sciences
California
– -$34.9M -223,475 Closed
Two Sigma Investments
842
Two Sigma Investments
New York
– -$30.8M -196,727 Closed
DSA
843
Davis Selected Advisers
Arizona
– -$28.2M -180,638 Closed
BA
844
Bridgewater Associates
Connecticut
– -$11.5M -73,830 Closed
Calamos Advisors
845
Calamos Advisors
Illinois
– -$11.5M -73,566 Closed
NFA
846
Nationwide Fund Advisors
Ohio
– -$11.3M -72,479 Closed
Assenagon Asset Management
847
Assenagon Asset Management
Luxembourg
– -$7.43M -47,509 Closed
OCM
848
Oribel Capital Management
New York
– -$6.14M -39,300 Closed
Jacobs Levy Equity Management
849
Jacobs Levy Equity Management
New Jersey
– -$3.56M -22,760 Closed
NLI
850
Nippon Life Insurance
Japan
– -$3.38M -21,612 Closed
32 33
34
35 36