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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
$1.45B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$673M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$229M
5
OAG
Orbis Allan Gray
Bermuda
$464M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$440M
2
AL
AJO LP
Pennsylvania
$7.21M
3
Ameriprise
Ameriprise
Minnesota
$234M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$180M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
876
FinTrust Capital Advisors
South Carolina
$51K +$45.3K +200 +800%
CAL
877
Capital Analysts LLC
Pennsylvania
$50K +$21.3K +93 +74%
RWA
878
Ropes Wealth Advisors
Massachusetts
$50K +$50K +221 New
TWA
879
TCI Wealth Advisors
Arizona
$48K -$679 -3 -1%
EWM
880
Executive Wealth Management
Michigan
$48K +$227 +1 +0.5%
SLF
881
Sun Life Financial
Ontario, Canada
$46K -$51.3K -223 -53%
HCM
882
Hilton Capital Management
New York
$46K – – –
PFBT
883
Parkside Financial Bank & Trust
Missouri
$46K +$5.44K +24 +13%
GAM
884
Gemmer Asset Management
California
$45K – – –
CB
885
CNB Bank
Pennsylvania
$43K +$2.07K +9 +5%
PMFA
886
Plante Moran Financial Advisors
Michigan
$42K – – –
LB
887
Legacy Bridge
Iowa
$40K – – –
M
888
MOTCO
Texas
$40K +$40K +175 New
RFA
889
Reilly Financial Advisors
California
$37K +$230 +1 +0.6%
KTC
890
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
LWA
891
Lenox Wealth Advisors
New York
$32K -$4.73K -21 -13%
PFGIA
892
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$27.5K +116 +611%
OIA
893
OneDigital Investment Advisors
Kansas
$31K -$10.3K -45 -25%
EARNEST Partners
894
EARNEST Partners
Georgia
$29K -$27K -127 Closed
FHA
895
First Horizon Advisors
Tennessee
$29K – – –
EFSCE
896
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$899 +4 +3%
IF
897
Ironwood Financial
Arizona
$28K – – –
AIM
898
Advantage Investment Management
Iowa
$28K – – –
HGWM
899
Harvest Group Wealth Management
Massachusetts
$27K -$3.15K -14 -10%
FMII
900
Farmers & Merchants Investments Inc
Nebraska
$27K +$1.83K +8 +7%
34 35
36
37 38