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S&P Global
SPGI

Overview Fund Activity

907 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, 306 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.77%
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
306
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$597M
2
Capital World Investors
2
Capital World Investors
California
$269M
3
APG Asset Management
3
APG Asset Management
Netherlands
$256M
4
Goldman Sachs
4
Goldman Sachs
New York
$436M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$143M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$82.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.82B
3
Capital International Investors
3
Capital International Investors
California
$138M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$476M
5
IAM
5
Iridian Asset Management
Connecticut
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
876
Whitnell & Co
Illinois
$14K – – –
SWP
877
Strategic Wealth Partners
Ohio
$13K -$4.06K -20 -24%
CIM
878
Contravisory Investment Management
Massachusetts
$13K +$13K +69 New
GEA
879
Glen Eagle Advisors
New Jersey
$12.7K – – –
GI
880
Gradient Investments
Minnesota
$12K – – –
JA
881
JOYN Advisors
Georgia
$12K +$1.91K +10 +19%
AA
882
AlphaMark Advisors
Kentucky
$10K -$9K -45 -47%
SGAM
883
Smith Group Asset Management
Texas
$10K -$2K -10 -17%
KTC
884
Kistler-Tiffany Companies
Pennsylvania
$10K -$800 -4 -7%
KF
885
Krilogy Financial
Missouri
$10K +$10K +50 New
CAG
886
Csenge Advisory Group
Florida
$10K +$10K +60 New
BAMG
887
Brand Asset Management Group
Missouri
$8K – – –
WAP
888
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
HIM
889
Hillsdale Investment Management
Ontario, Canada
$8K – – –
TFO
890
Tarbox Family Office
California
$7K – – –
CCM
891
Cribstone Capital Management
Maine
$7K +$7K +35 New
WAS
892
WESPAC Advisors SoCal
California
$7K +$7K +40 New
GWS
893
Glassman Wealth Services
Virginia
$6K -$400 -2 -6%
OC
894
Oakworth Capital
Alabama
$6K – – –
OSAM
895
O'Shaughnessy Asset Management
Connecticut
$6K +$2.6K +13 +76%
WWM
896
Willingdon Wealth Management
North Carolina
$6K +$6K +33 New
BWM
897
Baystate Wealth Management
Massachusetts
$5K – – –
BCM
898
Brasada Capital Management
Texas
$5K +$5K +24 New
MUAMU
899
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.3K – – –
TAIM
900
TD Ameritrade Investment Management
Nebraska
$4K +$667 +3 +20%
34 35
36
37 38