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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
$5.21B
2
Capital World Investors
Capital World Investors
California
$487M
3
Goldman Sachs
Goldman Sachs
New York
$534M
4
Ameriprise
Ameriprise
Minnesota
$404M
5
Allianz Asset Management
Allianz Asset Management
Germany
$561M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$0
2
Deutsche Bank
Deutsche Bank
Germany
$223M
3
LPC
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$211M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
RSS
851
Rosenblum Silverman Sutton
California
$352K -$5.46K -20 -2%
PP
852
Palladium Partners
Virginia
$348K +$348K +1,275 New
LIM
853
Leavell Investment Management
Alabama
$347K – – –
TPCW
854
TD Private Client Wealth
New York
$344K +$344K +1,258 New
IAN
855
Integrated Advisors Network
Texas
$342K +$342K +1,254 New
RIM
856
Regent Investment Management
Kentucky
$337K – – –
CCT
857
Country Club Trust
Missouri
$337K +$10.3K +38 +3%
UB
858
UMB Bank
Missouri
$336K +$5.19K +19 +2%
LSAG
859
Lake Street Advisors Group
New Hampshire
$335K +$8.19K +30 +3%
AC
860
Alexandria Capital
Virginia
$333K – – –
MIC
861
Meridian Investment Counsel
California
$329K – – –
EMG
862
ETF Managers Group
New Jersey
$329K +$82.5K +303 +33%
SBWM
863
Sunflower Bank Wealth Management
Arizona
$328K – – –
HBT
864
Hills Bank & Trust
Iowa
$327K – – –
ACA
865
Anchor Capital Advisors
Massachusetts
$325K -$20.2K -74 -6%
IBOK
866
Independence Bank of Kentucky
Kentucky
$319K – – –
JIM
867
Jupiter Investment Management
United Kingdom
$316K -$26.6M -97,588 -99%
WAM
868
Wealthspire Advisors (Maryland)
Maryland
$312K +$41K +150 +15%
FNBOH
869
First National Bank of Hutchinson
Kansas
$312K +$312K +1,141 New
FNBOO
870
First National Bank of Omaha
Nebraska
$311K +$31.4K +115 +11%
ACM
871
Anfield Capital Management
California
$310K +$310K +1,052 New
CL
872
CPWM LLC
Washington
$309K -$137K -503 -31%
SIAS
873
Shine Investment Advisory Services
Colorado
$303K +$4.91K +18 +2%
HIA
874
Harbor Investment Advisory
Maryland
$303K +$303K +1,110 New
Fisher Asset Management
875
Fisher Asset Management
Washington
$301K -$60K -220 -17%
33 34
35
36 37