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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
826
MGO One Seven
Ohio
$31K -$388 -2 -1%
AIM
827
Advantage Investment Management
Iowa
$31K – – –
CHP
828
Cable Hill Partners
Oregon
$30K -$6.6K -35 -18%
RFA
829
Reilly Financial Advisors
California
$30K +$30K +159 New
CCM
830
Covington Capital Management
California
$27K – – –
VIA
831
Vantage Investment Advisors
Pennsylvania
$27K – – –
FCAG
832
First Capital Advisors Group
New Jersey
$27K +$27K +142 New
VFA
833
Valeo Financial Advisors
Indiana
$26K – – –
PFGIA
834
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
FDCDDQ
835
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.3K – – –
EARNEST Partners
836
EARNEST Partners
Georgia
$24K – – –
BAM
837
Barrett Asset Management
New York
$24K – – –
EFSCE
838
Enterprise Financial Services Corp (EFSC)
Missouri
$24K +$4.69K +25 +24%
RWP
839
RWA Wealth Partners
Massachusetts
$24K +$24K +128 New
CB
840
CNB Bank
Pennsylvania
$21K – – –
WEC
841
Winslow Evans & Crocker
Massachusetts
$19.1K -$13.8K -72 -42%
PW
842
Price Wealth
Texas
$19K -$19K -101 -50%
QAM
843
QCI Asset Management
New York
$19K – – –
M
844
MOTCO
Texas
$19K – – –
FHA
845
First Horizon Advisors
Tennessee
$19K – – –
MFW
846
Mosaic Family Wealth
Missouri
$19K – – –
GFP
847
Gryphon Financial Partners
Ohio
$18K – – –
AP
848
Advisors Preferred
Maryland
$16K -$3.08K -16 -16%
OWA
849
One Wealth Advisors
California
$16K – – –
SWP
850
Strategic Wealth Partners
Ohio
$16K +$3.81K +20 +31%
32 33
34
35 36