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S&P Global
SPGI

Overview Fund Activity

892 hedge funds and large institutions have $35.6B invested in S&P Global in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 283 increasing their positions, 355 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-15
Holders Change %
-1.65%
% of All Funds
19.91%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.91%
New
111
Increased
283
Reduced
355
Closed
118
Calls
$85.5M
Puts
$54.3M
Net Calls
+$31.3M
Net Calls Change
-$38.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.48B
2
VAM
Veritas Asset Management
United Kingdom
$359M
3
TCI Fund Management
TCI Fund Management
United Kingdom
$347M
4
Lazard Asset Management
Lazard Asset Management
New York
$287M
5
Jennison Associates
Jennison Associates
New York
$716M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$774M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
3
Capital World Investors
Capital World Investors
California
$27.6M
4
BlackRock
BlackRock
New York
$2.9B
5
AllianceBernstein
AllianceBernstein
Tennessee
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
876
TD Ameritrade Investment Management
Nebraska
$4K +$571 +3 +17%
CA
877
Claro Advisors
Massachusetts
$4K +$4K +19 New
FCA
878
FinTrust Capital Advisors
South Carolina
$4K +$4K +25 New
APW
879
Acima Private Wealth
Virginia
$4K +$4K +25 New
GT
880
Glenmede Trust
Pennsylvania
$3.66K -$27.3K -160,826 -88%
WCM
881
WealthBridge Capital Management
Ohio
$3K +$3K +19 New
AC
882
Avestar Capital
New York
$2K +$190 +2 +11%
UFF
883
USA Financial Formulas
Michigan
$2K +$2K +9 New
CCM
884
Copeland Capital Management
Pennsylvania
$2K +$2K +9 New
HI
885
Hudock Inc
Pennsylvania
$1K – – –
GWMIA
886
Global Wealth Management Investment Advisory
Florida
$1K +$1K +3 New
WDL
887
Well Done LLC
Michigan
$1K +$1K +4 New
CC
888
Claybrook Capital
Massachusetts
$1K +$1K +4 New
AMCA
889
Arthur M. Cohen & Associates
Illinois
$299 – – –
CT
890
Chicago Trust
Illinois
$272 – – –
UB
891
UMB Bank
Missouri
$209 +$209 +1,233 New
CWM
892
Cornerstone Wealth Management
Missouri
– -$3.8M -605,482 Closed
Artisan Partners
893
Artisan Partners
Wisconsin
– -$82.6M -422,550 Closed
GQG Partners
894
GQG Partners
Florida
– -$48.4M -248,299 Closed
CCI
895
Columbus Circle Investors
– -$28.6M -146,330 Closed
CC
896
Capital Counsel
New York
– -$26.5M -135,753 Closed
CPC
897
Cookson Peirce & Co
Pennsylvania
– -$23.2M -118,945 Closed
FQ
898
First Quadrant
California
– -$21.8M -111,366 Closed
SI
899
Scout Investments
Missouri
– -$20.3M -103,764 Closed
JAM
900
Jupiter Asset Management
United Kingdom
– -$19.9M -102,056 Closed
34 35
36
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