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S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
901
TD Ameritrade Investment Management
Nebraska
$4K +$619 +3 +20%
CIA
902
CSat Investment Advisory
Michigan
$4K +$826 +4 +25%
SIS
903
Sound Income Strategies
Florida
$4K +$4.33K +21 New
RMAM
904
Raab & Moskowitz Asset Management
New Jersey
$4K +$5.16K +25 New
Parallax Volatility Advisers
905
Parallax Volatility Advisers
California
$2K -$6.61K -32 -80%
AC
906
Avestar Capital
New York
$2K -$1.45K -7 -27%
HI
907
Hudock Inc
Pennsylvania
$2K +$2.27K +11 New
AMCA
908
Arthur M. Cohen & Associates
Illinois
$348 +$362K +1,754 New
MGIA
909
Matthew Goff Investment Advisor
Texas
-$11.9M -490,475 Closed
PHS
910
PFM Health Sciences
California
-$41M -201,114 Closed
GAM
911
GVO Asset Management
Switzerland
-$21.5M -105,282 Closed
PGF
912
Pelham Global Financials
United Kingdom
-$12.6M -62,000 Closed
MC
913
Maverick Capital
Texas
-$10.7M -52,340 Closed
JCM
914
JS Capital Management
New York
-$6.63M -32,537 Closed
KC
915
Kepos Capital
New York
-$6.57M -32,205 Closed
CFM
916
Coronation Fund Managers
South Africa
-$5.66M -27,769 Closed
QIM
917
Quantitative Investment Management
Virginia
-$5.16M -25,300 Closed
UFF
918
USA Financial Formulas
Michigan
-$4.1M -21,444 Closed
Two Sigma Advisers
919
Two Sigma Advisers
New York
-$4.13M -20,231 Closed
PI
920
PineBridge Investments
New York
-$2.85M -13,969 Closed
Jacobs Levy Equity Management
921
Jacobs Levy Equity Management
New Jersey
-$2.77M -13,610 Closed
AFS
922
Amtrust Financial Services
New York
-$2.51M -12,300 Closed
LP
923
LMR Partners
United Kingdom
-$1.42M -6,985 Closed
CANY
924
Caxton Associates (New York)
New York
-$1.28M -6,259 Closed
CC
925
Cognios Capital
Kansas
-$1.13M -5,562 Closed

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.