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S&P Global
SPGI

908 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, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897 → 908 (+11)

1.27% less ownership

Funds ownership: 85.15% → 83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 51 → 38 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
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
307
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
+$464M
2
Capital World Investors
Capital World Investors
California
+$284M
3
CWM
Cornerstone Wealth Management
Missouri
+$120M
4
APG Asset Management
APG Asset Management
Netherlands
+$112M
5
Goldman Sachs
Goldman Sachs
New York
+$75.8M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$406M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$289M
3
Capital International Investors
Capital International Investors
California
-$263M
4
Principal Financial Group
Principal Financial Group
Iowa
-$164M
5
IAM
Iridian Asset Management
Connecticut
-$134M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
826
Jacobi Capital Management
Pennsylvania
$88K +$52K +252 +126%
PCG
827
Private Capital Group
Connecticut
$81K – – –
ML
828
McAdam LLC
Pennsylvania
$78K -$1.24K -6 -1%
THWM
829
Taylor Hoffman Wealth Management
Virginia
$69K – – –
FC
830
Ferris Capital
Massachusetts
$64K – – –
AAP
831
Arax Advisory Partners
Colorado
$63K -$28.9K -140 -30%
ARMC
832
American Research & Management Company
Massachusetts
$59K – – –
PCP
833
Proficio Capital Partners
Massachusetts
$57K -$1.65K -8 -3%
FGAM
834
Financial Gravity Asset Management
Texas
$57K +$64.8K +314 +2,093%
VIA
835
Vantage Investment Advisors
Pennsylvania
$56K +$29.9K +145 +104%
WB
836
Webster Bank
Connecticut
$54K – – –
IFAM
837
Institutional & Family Asset Management
Colorado
$54K +$22.9K +111 +68%
WPA
838
West Paces Advisors
Georgia
$52.4K – – –
GWM
839
Geneos Wealth Management
Colorado
$52K +$3.3K +16 +6%
EA
840
Elm Advisors
California
$52K +$54.7K +265 New
SWP
841
Stratos Wealth Partners
Ohio
$51K +$54.1K +262 New
FPFS
842
First Personal Financial Services
North Carolina
$50K +$19.2K +93 +57%
TWA
843
TCI Wealth Advisors
Arizona
$49K – – –
QAM
844
QCI Asset Management
New York
$48K – – –
PFBT
845
Parkside Financial Bank & Trust
Missouri
$45K +$413 +2 +0.9%
ZB
846
Zions Bancorporation
Utah
$40K +$1.03K +5 +3%
GAM
847
Gemmer Asset Management
California
$39K -$14.2K -69 -26%
GCM
848
Gables Capital Management
Florida
$39K – – –
BGIM
849
Brandywine Global Investment Management
Pennsylvania
$38K – – –
PMFA
850
Plante Moran Financial Advisors
Michigan
$36K – – –
32 33
34
35 36

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.