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S&P Global
SPGI

Overview Fund Activity

883 hedge funds and large institutions have $41.6B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 299 increasing their positions, 316 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+47
Holders Change %
+5.62%
% of All Funds
20.27%
Holding in Top 10
46
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+58.62%
% of All Funds
1.06%
New
109
Increased
299
Reduced
316
Closed
52
Calls
$159M
Puts
$133M
Net Calls
+$26M
Net Calls Change
-$57.2M

Top Buyers

1
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$188M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$178M
3
ECU
Egerton Capital (UK)
United Kingdom
+$140M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$134M
5
Goldman Sachs
Goldman Sachs
New York
+$128M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$312M
2
Morgan Stanley
Morgan Stanley
New York
-$265M
3
State Street
State Street
Massachusetts
-$237M
4
IFP
Independent Franchise Partners
United Kingdom
-$117M
5
Citadel Advisors
Citadel Advisors
Florida
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
901
Kalos Management
Georgia
– -$780K -4,608 Closed
TRCT
902
Tower Research Capital (TRC)
New York
– -$713K -4,208 Closed
VIA
903
Virtus Investment Advisers
Connecticut
– -$683K -4,029 Closed
DS
904
DRW Securities
Illinois
– -$606K -3,576 Closed
WI
905
Wintrust Investments
Illinois
– -$559K -3,300 Closed
QC
906
QCM Cayman
Texas
– -$523K -3,085 Closed
FCI
907
Financial Counselors Inc
Kansas
– -$446K -2,630 Closed
VIA
908
Vident Investment Advisory
Georgia
– -$360K -2,126 Closed
FHA
909
Flagship Harbor Advisors
Massachusetts
– -$332K -1,871 Closed
VF
910
Virtu Financial
New York
– -$311K -1,837 Closed
AMCA
911
Arthur M. Cohen & Associates
Illinois
– -$299 -1,754 Closed
DJSG
912
D.J. St. Germain
Massachusetts
– -$254K -1,500 Closed
FC
913
Forte Capital
New York
– -$246K -1,453 Closed
BST
914
Bath Savings Trust
Maine
– -$237K -1,400 Closed
Mirae Asset Global Investments
915
Mirae Asset Global Investments
South Korea
– -$209K -1,232 Closed
GAG
916
GM Advisory Group
New York
– -$204K -1,203 Closed
Fiera Capital (Canada)
917
Fiera Capital (Canada)
Quebec, Canada
– -$200K -1,182 Closed
TG
918
TLP Group
Illinois
– -$191K -1,125 Closed
NAMA
919
Nikko Asset Management Americas
New York
– -$125K -800 Closed
1IA
920
1834 Investment Advisors
Wisconsin
– -$136K -800 Closed
STA
921
Summit Trail Advisors
New York
– -$144K -794 Closed
PHK
922
Point72 Hong Kong
Hong Kong
– -$132K -778 Closed
BL
923
Balentine LLC
Georgia
– -$127K -750 Closed
UMA
924
USA Mutuals Advisors
Texas
– -$108K -620 Closed
DBT
925
Dubuque Bank & Trust
Iowa
– -$68K -400 Closed
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