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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$318M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
3
Capital International Investors
Capital International Investors
California
$525M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$872M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$427M

Top Sellers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$389M
2
ECU
Egerton Capital (UK)
United Kingdom
$470M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.78B
4
Invesco
Invesco
Georgia
$1.37B
5
Citadel Advisors
Citadel Advisors
Florida
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
876
Centiva Capital
New York
$200K +$200K +818 New
TI
877
Truehand Inc
New Hampshire
$196K – – –
TC
878
Trust Company
Kansas
$196K – – –
BDWM
879
Brewin Dolphin Wealth Management
Ireland
$196K – – –
ASN
880
Advisory Services Network
Georgia
$185K – – –
SB
881
Strategic Blueprint
Georgia
$180K +$180K +735 New
HAG
882
HighPoint Advisor Group
Illinois
$177K +$20.4K +80 +13%
GLI
883
Guardian Life Insurance
New York
$176K +$1.96K +8 +1%
SAS
884
Stelac Advisory Services
New York
$173K +$173K +706 New
CCA
885
Catalyst Capital Advisors
New York
$171K -$220K -900 -56%
LC
886
Lindbrook Capital
California
$168K -$1.96K -8 -1%
TL
887
TrueWealth LLC
Georgia
$153K – – –
BFEC
888
Benjamin F. Edwards & Company
Missouri
$151K -$734 -3 -0.5%
IFAM
889
Institutional & Family Asset Management
Colorado
$148K +$7.34K +30 +5%
IA
890
IFP Advisors
Florida
$137K +$137K +626 New
VFA
891
Valeo Financial Advisors
Indiana
$125K +$6.61K +27 +6%
FL
892
Fort LP
Maryland
$122K +$122K +497 New
HI
893
Human Investing
Oregon
$119K -$37.4K -153 -24%
CIA
894
CSat Investment Advisory
Michigan
$106K +$11.5K +47 +12%
PCG
895
Private Capital Group
Connecticut
$93K -$9.82K -40 -10%
NSIM
896
North Star Investment Management
Illinois
$91K +$91K +370 New
ZB
897
Zions Bancorporation
Utah
$90K -$10.1K -41 -10%
FDCDDQ
898
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.2K +$58.8K +240 +207%
THWM
899
Taylor Hoffman Wealth Management
Virginia
$87K – – –
MAM
900
Meeder Asset Management
Ohio
$82K +$17.9K +73 +28%
34 35
36
37 38