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S&P Global
SPGI

Overview Fund Activity

926 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 324 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+34
Holders Change %
+3.81%
% of All Funds
20.07%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
112
Increased
324
Reduced
340
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$651M
2
OAG
Orbis Allan Gray
Bermuda
$283M
3
FCM
Farallon Capital Management
California
$192M
4
Harris Associates
Harris Associates
Illinois
$185M
5
Deutsche Bank
Deutsche Bank
Germany
$666M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$13.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$208M
3
Renaissance Technologies
Renaissance Technologies
New York
$5.69M
4
Goldman Sachs
Goldman Sachs
New York
$194M
5
Ameriprise
Ameriprise
Minnesota
$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
901
Ameritas Investment Company
Nebraska
$5K -$822K -3,947 -99%
APW
902
Acima Private Wealth
Virginia
$5K -$682 -3 -12%
FCA
903
FinTrust Capital Advisors
South Carolina
$5K – – –
RIA
904
Realta Investment Advisors
Delaware
$5K +$5K +22 New
KL
905
KWMG LLC
Kansas
$5K +$5K +22 New
MAM
906
Marquette Asset Management
Minnesota
$5K +$5K +24 New
GT
907
Glenmede Trust
Pennsylvania
$4.76K +$222 +1,056 +5%
PFGIA
908
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$24.6K -117 -86%
CCM
909
Covington Capital Management
California
$4K +$4K +20 New
DWM
910
Destination Wealth Management
California
$3K +$3K +16 New
AA
911
Advisory Alpha
Michigan
$2.98K +$2.98K +14 New
SCM
912
Shelton Capital Management
Colorado
$2.02K -$7.57K -1,594 -79%
TAIM
913
TD Ameritrade Investment Management
Nebraska
$2K -$2.2K -11 -52%
CCM
914
Copeland Capital Management
Pennsylvania
$2K – – –
HI
915
Hudock Inc
Pennsylvania
$2K – – –
AC
916
Avestar Capital
New York
$2K – – –
CFB
917
Cullen/Frost Bankers
Texas
$2K +$2K +8 New
MUAMU
918
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.9K -$2.11K -10,000 -53%
BCWM
919
Bartlett & Co Wealth Management
Ohio
$1.47K +$1.47K +7 New
GWMIA
920
Global Wealth Management Investment Advisory
Florida
$1K – – –
MAM
921
Meeder Asset Management
Ohio
$1K +$1K +6 New
BC
922
Bartlett & Co
Ohio
$1K +$1K +7 New
CT
923
Chicago Trust
Illinois
$337 – – –
ACA
924
Anchor Capital Advisors
Massachusetts
$267 -$53 -252 -17%
TP
925
Theleme Partners
United Kingdom
– -$90.9M -534,904 Closed
35 36
37
38 39