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S&P Global

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: 897908 (+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: 5138 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
851
Reilly Financial Advisors
California
$31K
CHP
852
Cable Hill Partners
Oregon
$30K -$619 -3 -2%
WIM
853
Westside Investment Management
California
$28.7K
LWA
854
Lenox Wealth Advisors
New York
$28K +$6.4K +31 +28%
PFGIA
855
Patriot Financial Group Insurance Agency
Massachusetts
$27K
EARNEST Partners
856
EARNEST Partners
Georgia
$25K
EFSCE
857
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
APP
858
Avantax Planning Partners
Iowa
$25K +$26.8K +130 New
AIM
859
Advantage Investment Management
Iowa
$24K
BAM
860
Barrett Asset Management
New York
$24K
VFA
861
Valeo Financial Advisors
Indiana
$23K -$2.27K -11 -8%
FHA
862
First Horizon Advisors
Tennessee
$23K +$3.71K +18 +18%
FDCDDQ
863
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7K -$4.54K -22 -16%
CB
864
CNB Bank
Pennsylvania
$22K
NSB
865
Norway Savings Bank
Maine
$20K +$20.6K +100 New
M
866
MOTCO
Texas
$19K
FMII
867
Farmers & Merchants Investments Inc
Nebraska
$19K +$1.86K +9 +10%
CT
868
Clearstead Trust
Maine
$18K
MFW
869
Mosaic Family Wealth
Missouri
$18K
TG
870
TLP Group
Illinois
$17K -$45.2K -219 -72%
OWA
871
One Wealth Advisors
California
$17K
EAM
872
Exane Asset Management
France
$16.6K +$17.5K +85 New
LA
873
Legacy Advisors
Pennsylvania
$15K
LFA
874
Legacy Financial Advisors
Kentucky
$15K
GRP
875
Global Retirement Partners
California
$15K +$7.64K +37 +88%

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.