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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
$1.45B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$673M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$229M
5
OAG
Orbis Allan Gray
Bermuda
$464M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$440M
2
AL
AJO LP
Pennsylvania
$7.21M
3
Ameriprise
Ameriprise
Minnesota
$234M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$180M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
826
Patton Albertson Miller Group
Tennessee
$210K +$210K +820 New
CCM
827
Compton Capital Management
Rhode Island
$210K +$210K +920 New
JIP
828
Jaffetilchin Investment Partners
Florida
$208K +$208K +911 New
CAN
829
Claraphi Advisory Network
United States
$207K +$207K +907 New
VCM
830
Violich Capital Management
California
$205K +$205K +900 New
HCM
831
Harvest Capital Management
New Hampshire
$205K +$205K +900 New
EMG
832
ETF Managers Group
New Jersey
$204K +$33.3K +147 +20%
FAAS
833
First Allied Advisory Services
California
$204K +$204K +896 New
WJA
834
Williams Jones & Associates
New York
$203K +$203K +893 New
VCM
835
Versant Capital Management
Arizona
$200K -$38.5K -169 -16%
BCI
836
Brinker Capital Investments
Pennsylvania
$200K +$134K +585 +201%
CBT
837
Capital Bank & Trust
California
$190K +$34.3K +150 +22%
EI
838
Ellevest Inc
New York
$188K +$3.19K +14 +2%
ASN
839
Advisory Services Network
Georgia
$185K +$43.3K +190 +31%
BDWM
840
Brewin Dolphin Wealth Management
Ireland
$182K – – –
TC
841
Trust Company
Kansas
$182K – – –
TI
842
Truehand Inc
New Hampshire
$182K – – –
CFGS
843
Concourse Financial Group Securities
Alabama
$176K -$1.37K -6 -0.8%
CAW
844
Cornerstone Advisors (Washington)
Washington
$169K +$14.4K +63 +9%
S
845
Seeyond
France
$162K -$35.2K -154 -18%
GLI
846
Guardian Life Insurance
New York
$162K – – –
LC
847
Lindbrook Capital
California
$158K – – –
HAG
848
HighPoint Advisor Group
Illinois
$148K +$148K +615 New
HI
849
Human Investing
Oregon
$146K – – –
TL
850
TrueWealth LLC
Georgia
$143K – – –
32 33
34
35 36