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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
$5.21B
2
Capital World Investors
Capital World Investors
California
$487M
3
Goldman Sachs
Goldman Sachs
New York
$534M
4
Ameriprise
Ameriprise
Minnesota
$404M
5
Allianz Asset Management
Allianz Asset Management
Germany
$561M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$0
2
Deutsche Bank
Deutsche Bank
Germany
$223M
3
LPC
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$211M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
876
Dorchester Wealth Management
Quebec, Canada
$300K – – –
IC
877
Intersect Capital
California
$300K +$3.01K +11 +1%
SIM
878
Sadoff Investment Management
Wisconsin
$293K – – –
DC
879
Davenport & Co
Virginia
$293K +$3.28K +12 +1%
BBA
880
Braun-Bostich & Associates
Pennsylvania
$292K -$124K -447 -30%
ECM
881
Elgethun Capital Management
South Dakota
$292K – – –
JCM
882
Janney Capital Management
Pennsylvania
$291K – – –
ARMT
883
Amica Retiree Medical Trust
Rhode Island
$289K – – –
CFA
884
Carroll Financial Associates
North Carolina
$288K -$1.36K -5 -0.5%
SDAM
885
Shulman DeMeo Asset Management
New York
$288K +$273 +1 +0.1%
CIC
886
Carnegie Investment Counsel
Ohio
$287K – – –
CA
887
Cetera Advisors
Colorado
$283K -$6.6K -24 -2%
GAG
888
GM Advisory Group
New York
$282K – – –
MFG
889
Magnus Financial Group
New York
$276K +$1.92K +7 +0.7%
HT
890
Heritage Trust
Oklahoma
$273K -$273K -1,000 -50%
SICM
891
Sustainable Insight Capital Management
New York
$273K -$27.3K -100 -9%
LA
892
Lau Associates
Delaware
$273K – – –
CB
893
Community Bank
New York
$273K – – –
SIA
894
Starfire Investment Advisers
Michigan
$273K – – –
MA
895
Montag & Associates
Georgia
$273K – – –
BMA
896
Brooks Moore & Associates
Tennessee
$273K – – –
ETI
897
Enterprise Trust & Investment
California
$273K – – –
PHS
898
Pekin Hardy Strauss
Illinois
$273K – – –
ACM
899
Ayrshire Capital Management
Connecticut
$273K +$273K +1,000 New
MWM
900
Meridian Wealth Management
Kentucky
$272K +$272K +997 New
34 35
36
37 38