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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
$1.45B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$673M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$229M
5
OAG
Orbis Allan Gray
Bermuda
$464M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$440M
2
AL
AJO LP
Pennsylvania
$7.21M
3
Ameriprise
Ameriprise
Minnesota
$234M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$180M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
851
TCG Advisors
Texas
$141K – – –
BFEC
852
Benjamin F. Edwards & Company
Missouri
$141K +$682 +3 +0.5%
IFAM
853
Institutional & Family Asset Management
Colorado
$131K +$42.1K +185 +47%
PRC
854
Pearl River Capital
Michigan
$125K +$10.2K +45 +9%
VFA
855
Valeo Financial Advisors
Indiana
$110K +$85.7K +377 +352%
AWM
856
Avior Wealth Management
Nebraska
$101K +$101K +443 New
SFG
857
SevenBridge Financial Group
Pennsylvania
$96K -$9.76K -43 -9%
ZB
858
Zions Bancorporation
Utah
$93K -$41.1K -180 -31%
CIA
859
CSat Investment Advisory
Michigan
$87K +$80.2K +355 +1,183%
PCG
860
Private Capital Group
Connecticut
$85K +$10.3K +51 +14%
THWM
861
Taylor Hoffman Wealth Management
Virginia
$81K – – –
GWM
862
Geneos Wealth Management
Colorado
$75K – – –
CTB
863
Country Trust Bank
Illinois
$72K +$72K +318 New
CIM
864
Contravisory Investment Management
Massachusetts
$69K +$13.3K +59 +24%
CYG
865
Clean Yield Group
Vermont
$68K -$68K -300 -50%
ARMC
866
American Research & Management Company
Massachusetts
$68K – – –
WB
867
Webster Bank
Connecticut
$63K – – –
MAM
868
Meeder Asset Management
Ohio
$60K +$58.6K +256 +4,267%
WPA
869
West Paces Advisors
Georgia
$59.9K – – –
OC
870
Oakworth Capital
Alabama
$59K – – –
NCM
871
Next Capital Management
New York
$56K +$26.4K +116 +89%
FPFS
872
First Personal Financial Services
North Carolina
$54K +$2.75K +12 +5%
MAM
873
Magellan Asset Management
Australia
$54K +$54K +238 New
IWA
874
IBEX Wealth Advisors
New Jersey
$53K +$53K +233 New
BCA
875
Berman Capital Advisors
Georgia
$51K +$13.7K +61 +37%
33 34
35
36 37