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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Crewe Advisors
Utah
$69K +$63.5K +328 New
ARMC
827
American Research & Management Company
Massachusetts
$63K
FC
828
Ferris Capital
Massachusetts
$62K
BCI
829
Brinker Capital Investments
Pennsylvania
$61K +$56.4K +291 New
WB
830
Webster Bank
Connecticut
$59K
WPA
831
West Paces Advisors
Georgia
$55.4K -$968 -5 -2%
OC
832
Oakworth Capital
Alabama
$55K
CAM
833
Cresset Asset Management
Illinois
$52K -$134K -693 -74%
CIM
834
Contravisory Investment Management
Massachusetts
$52K +$34.3K +177 +257%
FPFS
835
First Personal Financial Services
North Carolina
$47K -$2.32K -12 -5%
TWA
836
TCI Wealth Advisors
Arizona
$45K -$4.45K -23 -10%
EWM
837
Executive Wealth Management
Michigan
$44K
OWD
838
Osborn Williams & Donohoe
Ohio
$43K +$38.7K +200 New
GAM
839
Gemmer Asset Management
California
$42K
HCM
840
Hilton Capital Management
New York
$42K +$1.74K +9 +5%
PMFA
841
Plante Moran Financial Advisors
Michigan
$39K
PFBT
842
Parkside Financial Bank & Trust
Missouri
$38K -$1.74K -9 -5%
OIA
843
OneDigital Investment Advisors
Kansas
$38K +$34.9K +180 New
SF
844
Synovus Financial
Georgia
$37K -$357K -1,842 -91%
LB
845
Legacy Bridge
Iowa
$37K
CB
846
CNB Bank
Pennsylvania
$37K +$10.8K +56 +46%
MNBTD
847
Moody National Bank Trust Division
Texas
$36K
RFA
848
Reilly Financial Advisors
California
$34K
LWA
849
Lenox Wealth Advisors
New York
$34K +$4.07K +21 +15%
BCA
850
Berman Capital Advisors
Georgia
$34K +$12K +62 +60%

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.