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S&P Global
SPGI

Overview Fund Activity

907 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, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
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
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$597M
2
Capital World Investors
2
Capital World Investors
California
$269M
3
APG Asset Management
3
APG Asset Management
Netherlands
$256M
4
Goldman Sachs
4
Goldman Sachs
New York
$436M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$143M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$82.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.82B
3
Capital International Investors
3
Capital International Investors
California
$138M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$476M
5
IAM
5
Iridian Asset Management
Connecticut
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
851
Cable Hill Partners
Oregon
$30K -$577 -3 -2%
WIM
852
Westside Investment Management
California
$28.7K – – –
LWA
853
Lenox Wealth Advisors
New York
$28K +$6.11K +31 +28%
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
EARNEST Partners
855
EARNEST Partners
Georgia
$25K – – –
EFSCE
856
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
APP
857
Avantax Planning Partners
Iowa
$25K +$25K +130 New
AIM
858
Advantage Investment Management
Iowa
$24K – – –
BAM
859
Barrett Asset Management
New York
$24K – – –
VFA
860
Valeo Financial Advisors
Indiana
$23K -$2.01K -11 -8%
FHA
861
First Horizon Advisors
Tennessee
$23K +$3.51K +18 +18%
FDCDDQ
862
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7K -$4.3K -22 -16%
CB
863
CNB Bank
Pennsylvania
$22K – – –
NSB
864
Norway Savings Bank
Maine
$20K +$20K +100 New
M
865
MOTCO
Texas
$19K – – –
FMII
866
Farmers & Merchants Investments Inc
Nebraska
$19K +$1.76K +9 +10%
MFW
867
Mosaic Family Wealth
Missouri
$18K – – –
CT
868
Clearstead Trust
Maine
$18K – – –
TG
869
TLP Group
Illinois
$17K -$43.8K -219 -72%
OWA
870
One Wealth Advisors
California
$17K – – –
EAM
871
Exane Asset Management
France
$16.6K +$16.6K +85 New
LA
872
Legacy Advisors
Pennsylvania
$15K – – –
LFA
873
Legacy Financial Advisors
Kentucky
$15K – – –
GRP
874
Global Retirement Partners
California
$15K +$7.03K +37 +88%
SMFS
875
Squar Milner Financial Services
California
$14K -$6.8K -34 -33%
33 34
35
36 37