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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
901
CSat Investment Advisory
Michigan
$6K
OSAM
902
O'Shaughnessy Asset Management
Connecticut
$6K
AIC
903
Ameritas Investment Company
Nebraska
$5K -$764K -3,947 -99%
APW
904
Acima Private Wealth
Virginia
$5K -$581 -3 -12%
FCA
905
FinTrust Capital Advisors
South Carolina
$5K
KL
906
KWMG LLC
Kansas
$5K +$4.26K +22 New
RIA
907
Realta Investment Advisors
Delaware
$5K +$4.26K +22 New
MAM
908
Marquette Asset Management
Minnesota
$5K +$4.65K +24 New
GT
909
Glenmede Trust
Pennsylvania
$4.76K +$205K +1,056 +5%
RWML
910
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.21K
PFGIA
911
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$22.7K -117 -86%
CCM
912
Covington Capital Management
California
$4K +$3.87K +20 New
DWM
913
Destination Wealth Management
California
$3K +$3.1K +16 New
AA
914
Advisory Alpha
Michigan
$2.98K +$2.71K +14 New
SCM
915
Shelton Capital Management
Colorado
$2.02K -$309K -1,594 -79%
TAIM
916
TD Ameritrade Investment Management
Nebraska
$2K -$2.13K -11 -52%
AC
917
Avestar Capital
New York
$2K
CCM
918
Copeland Capital Management
Pennsylvania
$2K
HI
919
Hudock Inc
Pennsylvania
$2K
CFB
920
Cullen/Frost Bankers
Texas
$2K +$1.55K +8 New
MUAMU
921
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.9K -$1.94M -10,000 -53%
BCWM
922
Bartlett & Co Wealth Management
Ohio
$1.47K +$1.36K +7 New
GWMIA
923
Global Wealth Management Investment Advisory
Florida
$1K
MAM
924
Meeder Asset Management
Ohio
$1K +$1.16K +6 New
BC
925
Bartlett & Co
Ohio
$1K +$1.36K +7 New

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.