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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
$5.21B
2
Capital World Investors
Capital World Investors
California
$487M
3
Goldman Sachs
Goldman Sachs
New York
$534M
4
Ameriprise
Ameriprise
Minnesota
$404M
5
Allianz Asset Management
Allianz Asset Management
Germany
$561M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$0
2
Deutsche Bank
Deutsche Bank
Germany
$223M
3
LPC
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$211M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
826
Venturi Wealth Management
Texas
$408K -$8.2K -30 -2%
EP
827
Eudaimonia Partners
Tennessee
$407K +$407K +1,490 New
DTL
828
Dynamic Technology Lab
Singapore
$400K -$537K -1,968 -57%
AW
829
Alpha Windward
Massachusetts
$392K -$7.64K -28 -2%
SYBT
830
Stock Yards Bank & Trust
Kentucky
$388K -$36.3K -133 -9%
FNBOSM
831
First National Bank of South Miami
Florida
$388K +$2.73K +10 +0.7%
HAM
832
Highstreet Asset Management
Ontario, Canada
$386K -$99.3K -364 -20%
SSW
833
Smith Shellnut Wilson
Mississippi
$386K – – –
JSC
834
Jackson Square Capital
California
$385K +$385K +1,410 New
DTC
835
Davidson Trust Company
Washington
$382K +$382K +1,403 New
CA
836
Centerpoint Advisors
Massachusetts
$380K -$26K -95 -6%
BHTS
837
Bar Harbor Trust Services
Maine
$378K +$378K +1,385 New
LW
838
Linscomb Wealth
Texas
$375K +$375K +1,375 New
RTS
839
Round Table Services
New Jersey
$372K – – –
Walleye Capital
840
Walleye Capital
New York
$370K +$332K +1,215 +868%
BP
841
Ballentine Partners
Massachusetts
$369K +$4.64K +17 +1%
HB
842
Homrich & Berg
Georgia
$369K +$9.83K +36 +3%
BBP
843
Banco BTG Pactual
Brazil
$367K +$367K +1,343 New
AIC
844
Aurora Investment Counsel
Georgia
$366K -$132K -482 -26%
JCM
845
Jacobi Capital Management
Pennsylvania
$365K -$14.4K -50 -4%
SC
846
Savant Capital
Illinois
$365K -$3.82K -14 -1%
CG
847
Cutler Group
California
$363K +$363K +1,331 New
PA
848
Procyon Advisors
Connecticut
$359K +$359K +1,314 New
NFG
849
Next Financial Group
Texas
$354K -$125K -458 -26%
WA
850
Wambolt & Associates
Colorado
$353K -$6.82K -25 -2%
32 33
34
35 36