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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$651M
2
OAG
Orbis Allan Gray
Bermuda
+$283M
3
FCM
Farallon Capital Management
California
+$192M
4
Harris Associates
Harris Associates
Illinois
+$185M
5
Deutsche Bank
Deutsche Bank
Germany
+$105M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$264M
3
Renaissance Technologies
Renaissance Technologies
New York
-$185M
4
Goldman Sachs
Goldman Sachs
New York
-$171M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
851
Harvest Group Wealth Management
Massachusetts
$28K +$28K +134 New
JCM
852
Julex Capital Management
Massachusetts
$27.8K – – –
NCM
853
Next Capital Management
New York
$27K – – –
EARNEST Partners
854
EARNEST Partners
Georgia
$27K – – –
GRP
855
Global Retirement Partners
California
$27K +$5.23K +25 +24%
IF
856
Ironwood Financial
Arizona
$26K – – –
BAM
857
Barrett Asset Management
New York
$26K – – –
FHA
858
First Horizon Advisors
Tennessee
$26K – – –
EFSCE
859
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$4.58K +22 +21%
CAL
860
Capital Analysts LLC
Pennsylvania
$26K +$26K +125 New
AIM
861
Advantage Investment Management
Iowa
$25K -$29.1K -141 -54%
FDCDDQ
862
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K -$251K -1,190 -91%
WTC
863
WhitTier Trust Company
Nevada
$24K +$10.7K +51 +81%
EIM
864
Essex Investment Management
Massachusetts
$23K -$112K -525 -83%
VFA
865
Valeo Financial Advisors
Indiana
$23K -$1.51K -7 -6%
FMII
866
Farmers & Merchants Investments Inc
Nebraska
$23K +$2.72K +13 +13%
PFO
867
Pathstone Family Office
New Jersey
$23K +$6.01K +29 +35%
QAM
868
QCI Asset Management
New York
$21K -$30.5K -145 -59%
MFW
869
Mosaic Family Wealth
Missouri
$21K – – –
NSB
870
Norway Savings Bank
Maine
$21K – – –
GCM
871
Gables Capital Management
Florida
$21K +$21K +100 New
SMFS
872
Squar Milner Financial Services
California
$17K +$2.31K +11 +16%
TFO
873
Tarbox Family Office
California
$16K – – –
LA
874
Legacy Advisors
Pennsylvania
$16K +$16K +75 New
WC
875
Whitnell & Co
Illinois
$15K – – –
33 34
35
36 37