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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
851
Kistler-Tiffany Companies
Pennsylvania
$34K +$21.3K +110 +220%
CHP
852
Cable Hill Partners
Oregon
$33K
HGWM
853
Harvest Group Wealth Management
Massachusetts
$28K +$25.9K +134 New
JCM
854
Julex Capital Management
Massachusetts
$27.8K
EARNEST Partners
855
EARNEST Partners
Georgia
$27K
NCM
856
Next Capital Management
New York
$27K
GRP
857
Global Retirement Partners
California
$27K +$4.84K +25 +24%
BAM
858
Barrett Asset Management
New York
$26K
FHA
859
First Horizon Advisors
Tennessee
$26K
IF
860
Ironwood Financial
Arizona
$26K
EFSCE
861
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$4.26K +22 +21%
CAL
862
Capital Analysts LLC
Pennsylvania
$26K +$24.2K +125 New
AIM
863
Advantage Investment Management
Iowa
$25K -$27.3K -141 -54%
FDCDDQ
864
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K -$230K -1,190 -91%
WTC
865
WhitTier Trust Company
Nevada
$24K +$9.88K +51 +81%
EIM
866
Essex Investment Management
Massachusetts
$23K -$102K -525 -83%
VFA
867
Valeo Financial Advisors
Indiana
$23K -$1.36K -7 -6%
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$23K +$2.52K +13 +13%
PFO
869
Pathstone Family Office
New Jersey
$23K +$5.62K +29 +35%
QAM
870
QCI Asset Management
New York
$21K -$28.1K -145 -59%
MFW
871
Mosaic Family Wealth
Missouri
$21K
NSB
872
Norway Savings Bank
Maine
$21K
GCM
873
Gables Capital Management
Florida
$21K +$19.4K +100 New
SMFS
874
Squar Milner Financial Services
California
$17K +$2.13K +11 +16%
TFO
875
Tarbox Family Office
California
$16K

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.