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S&P Global
SPGI

Overview Fund Activity

907 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$597M
2
Capital World Investors
Capital World Investors
California
$269M
3
APG Asset Management
APG Asset Management
Netherlands
$256M
4
Goldman Sachs
Goldman Sachs
New York
$436M
5
Marshall Wace
Marshall Wace
United Kingdom
$143M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$82.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.82B
3
Capital International Investors
Capital International Investors
California
$138M
4
Principal Financial Group
Principal Financial Group
Iowa
$476M
5
IAM
Iridian Asset Management
Connecticut
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
826
Private Capital Group
Connecticut
$81K – – –
ML
827
McAdam LLC
Pennsylvania
$78K -$1.17K -6 -1%
THWM
828
Taylor Hoffman Wealth Management
Virginia
$69K – – –
FC
829
Ferris Capital
Massachusetts
$64K – – –
AAP
830
Arax Advisory Partners
Colorado
$63K -$27.2K -140 -30%
ARMC
831
American Research & Management Company
Massachusetts
$59K – – –
PCP
832
Proficio Capital Partners
Massachusetts
$57K -$1.55K -8 -3%
FGAM
833
Financial Gravity Asset Management
Texas
$57K +$54.4K +314 +2,093%
VIA
834
Vantage Investment Advisors
Pennsylvania
$56K +$28.5K +145 +104%
WB
835
Webster Bank
Connecticut
$54K – – –
IFAM
836
Institutional & Family Asset Management
Colorado
$54K +$21.8K +111 +68%
WPA
837
West Paces Advisors
Georgia
$52.4K – – –
GWM
838
Geneos Wealth Management
Colorado
$52K +$3.1K +16 +6%
EA
839
Elm Advisors
California
$52K +$52K +265 New
SWP
840
Stratos Wealth Partners
Ohio
$51K +$51K +262 New
FPFS
841
First Personal Financial Services
North Carolina
$50K +$18.1K +93 +57%
TWA
842
TCI Wealth Advisors
Arizona
$49K – – –
QAM
843
QCI Asset Management
New York
$48K – – –
PFBT
844
Parkside Financial Bank & Trust
Missouri
$45K +$388 +2 +0.9%
ZB
845
Zions Bancorporation
Utah
$40K +$985 +5 +3%
GAM
846
Gemmer Asset Management
California
$39K -$13.6K -69 -26%
GCM
847
Gables Capital Management
Florida
$39K – – –
BGIM
848
Brandywine Global Investment Management
Pennsylvania
$38K – – –
PMFA
849
Plante Moran Financial Advisors
Michigan
$36K – – –
RFA
850
Reilly Financial Advisors
California
$31K – – –
32 33
34
35 36