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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
851
Legacy Advisors
Pennsylvania
$14K – – –
WIM
852
Westside Investment Management
California
$13.4K -$933 -5 -6%
WC
853
Whitnell & Co
Illinois
$13K +$13K +70 New
GEA
854
Glen Eagle Advisors
New Jersey
$12.4K – – –
GI
855
Gradient Investments
Minnesota
$12K -$1.55K -8 -11%
ST
856
Sageworth Trust
Pennsylvania
$12K +$10.6K +55 +786%
SGAM
857
Smith Group Asset Management
Texas
$11K -$1.83K -10 -14%
KTC
858
Kistler-Tiffany Companies
Pennsylvania
$10K -$60K -300 -86%
HIM
859
Hillsdale Investment Management
Ontario, Canada
$10K – – –
KF
860
Krilogy Financial
Missouri
$10K – – –
GRP
861
Global Retirement Partners
California
$8K +$762 +4 +11%
LFA
862
Legacy Financial Advisors
Kentucky
$8K +$2.55K +14 +47%
WAS
863
WESPAC Advisors SoCal
California
$7K – – –
CBT
864
Capital Bank & Trust
California
$7K – – –
GWS
865
Glassman Wealth Services
Virginia
$7K +$1.84K +10 +36%
Nomura Holdings
866
Nomura Holdings
Japan
$6.46K -$21.7K -113,975 -77%
BWM
867
Baystate Wealth Management
Massachusetts
$6K – – –
TFO
868
Tarbox Family Office
California
$6K – – –
OC
869
Oakworth Capital
Alabama
$6K +$6K +31 New
JA
870
JOYN Advisors
Georgia
$5K +$5K +27 New
LNB
871
Ledyard National Bank
$4K – – –
MFBTD
872
MB Financial Bank - Trust Department
Illinois
$4K +$1.91K +11 +92%
Parallax Volatility Advisers
873
Parallax Volatility Advisers
California
$2K -$1.49M -5,952 -100%
AWM
874
Avior Wealth Management
Nebraska
$2K – – –
AC
875
Avestar Capital
New York
$2K +$273 +3 +16%
33 34
35
36 37