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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
3
Capital International Investors
Capital International Investors
California
+$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$149M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$146M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
-$393M
2
ECU
Egerton Capital (UK)
United Kingdom
-$322M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$310M
4
Invesco
Invesco
Georgia
-$190M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
851
Principle Wealth Partners
Connecticut
$237K – – –
WAM
852
Wolverine Asset Management
Illinois
$236K +$236K +965 New
SFG
853
StrategIQ Financial Group
Indiana
$235K – – –
PFS
854
Prospera Financial Services
Texas
$228K +$228K +931 New
SWP
855
Stratos Wealth Partners
Ohio
$227K +$227K +928 New
CCM
856
Compton Capital Management
Rhode Island
$225K – – –
JIP
857
Jaffetilchin Investment Partners
Florida
$225K +$1.96K +8 +0.9%
EMG
858
ETF Managers Group
New Jersey
$223K +$1.23K +5 +0.6%
FCBT
859
First Citizens Bank & Trust
North Carolina
$222K +$222K +908 New
SCM
860
Sandler Capital Management
New York
$220K -$85.6K -350 -28%
VCM
861
Violich Capital Management
California
$220K – – –
WJWM
862
Williams Jones Wealth Management
New York
$219K +$219K +893 New
VCM
863
Versant Capital Management
Arizona
$214K -$488 -2 -0.2%
COI
864
Capital One Investing
Virginia
$212K +$212K +867 New
BSPF
865
British Steel Pension Fund
United Kingdom
$211K -$148K -606 -41%
BFA
866
Bragg Financial Advisors
North Carolina
$211K +$211K +861 New
WPW
867
Waldron Private Wealth
Pennsylvania
$211K +$211K +865 New
PA
868
PFW Advisors
Georgia
$210K +$210K +407 New
FG
869
Fiduciary Group
Georgia
$210K +$210K +857 New
CBU
870
CIBC Bank USA
Illinois
$209K +$209K +855 New
MGIA
871
Matthew Goff Investment Advisor
Texas
$205K +$205K +836 New
EI
872
Ellevest Inc
New York
$203K +$978 +4 +0.5%
FMT
873
First Mercantile Trust
Tennessee
$202K -$49.2K -201 -20%
CBT
874
Capital Bank & Trust
California
$200K -$3.92K -16 -2%
HPWM
875
Highland Private Wealth Management
Washington
$200K +$200K +815 New
33 34
35
36 37