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S&P Global
SPGI

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897 → 908 (+11)

1.27% less ownership

Funds ownership: 85.15% → 83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 51 → 38 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$464M
2
Capital World Investors
Capital World Investors
California
+$284M
3
CWM
Cornerstone Wealth Management
Missouri
+$120M
4
APG Asset Management
APG Asset Management
Netherlands
+$112M
5
Goldman Sachs
Goldman Sachs
New York
+$75.8M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$406M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$289M
3
Capital International Investors
Capital International Investors
California
-$263M
4
Principal Financial Group
Principal Financial Group
Iowa
-$164M
5
IAM
Iridian Asset Management
Connecticut
-$134M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
876
Squar Milner Financial Services
California
$14K -$7.02K -34 -33%
WC
877
Whitnell & Co
Illinois
$14K – – –
SWP
878
Strategic Wealth Partners
Ohio
$13K -$4.13K -20 -24%
CIM
879
Contravisory Investment Management
Massachusetts
$13K +$14.2K +69 New
GEA
880
Glen Eagle Advisors
New Jersey
$12.7K – – –
GI
881
Gradient Investments
Minnesota
$12K – – –
JA
882
JOYN Advisors
Georgia
$12K +$2.06K +10 +19%
AA
883
AlphaMark Advisors
Kentucky
$10K -$9.29K -45 -47%
SGAM
884
Smith Group Asset Management
Texas
$10K -$2.06K -10 -17%
KTC
885
Kistler-Tiffany Companies
Pennsylvania
$10K -$826 -4 -7%
KF
886
Krilogy Financial
Missouri
$10K +$10.3K +50 New
CAG
887
Csenge Advisory Group
Florida
$10K +$12.4K +60 New
BAMG
888
Brand Asset Management Group
Missouri
$8K – – –
HIM
889
Hillsdale Investment Management
Ontario, Canada
$8K – – –
WAP
890
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
TFO
891
Tarbox Family Office
California
$7K – – –
CCM
892
Cribstone Capital Management
Maine
$7K +$7.22K +35 New
WAS
893
WESPAC Advisors SoCal
California
$7K +$8.26K +40 New
GWS
894
Glassman Wealth Services
Virginia
$6K -$413 -2 -6%
OC
895
Oakworth Capital
Alabama
$6K – – –
OSAM
896
O'Shaughnessy Asset Management
Connecticut
$6K +$2.68K +13 +76%
WWM
897
Willingdon Wealth Management
North Carolina
$6K +$6.81K +33 New
BWM
898
Baystate Wealth Management
Massachusetts
$5K – – –
BCM
899
Brasada Capital Management
Texas
$5K +$4.95K +24 New
MUAMU
900
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.3K – – –
34 35
36
37 38

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.