SPGI icon

S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$318M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B
3
Capital International Investors
3
Capital International Investors
California
$525M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$872M
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$427M

Top Sellers

1
RCWMU
1
Rothschild & Co Wealth Management (UK)
United Kingdom
$389M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$470M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.78B
4
Invesco
4
Invesco
Georgia
$1.37B
5
Citadel Advisors
5
Citadel Advisors
Florida
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
901
Geneos Wealth Management
Colorado
$81K – – –
CTB
902
Country Trust Bank
Illinois
$78K – – –
CIM
903
Contravisory Investment Management
Massachusetts
$75K – – –
AWM
904
Avior Wealth Management
Nebraska
$74K -$33.1K -137 -31%
CAM
905
CenterStar Asset Management
Illinois
$74K – – –
CA
906
Crewe Advisors
Utah
$73K -$300K -1,231 -80%
ARMC
907
American Research & Management Company
Massachusetts
$73K – – –
CYG
908
Clean Yield Group
Vermont
$73K – – –
AIM
909
AIA Investment Management
Singapore
$72K +$72K +292 New
WB
910
Webster Bank
Connecticut
$68K – – –
AssetMark Inc
911
AssetMark Inc
California
$66K -$733K -2,998 -92%
RIA
912
Realta Investment Advisors
Delaware
$65K +$37.5K +153 +137%
WPA
913
West Paces Advisors
Georgia
$64.4K – – –
OC
914
Oakworth Capital
Alabama
$64K – – –
MAM
915
Magellan Asset Management
Australia
$58K – – –
BCA
916
Berman Capital Advisors
Georgia
$56K +$1.21K +5 +2%
FPFS
917
First Personal Financial Services
North Carolina
$55K -$2.43K -10 -4%
TWA
918
TCI Wealth Advisors
Arizona
$52K – – –
TA
919
Thor Advisors
New York
$52K +$52K +211 New
CAL
920
Capital Analysts LLC
Pennsylvania
$51K -$2.45K -10 -5%
PFBT
921
Parkside Financial Bank & Trust
Missouri
$50K – – –
SLF
922
Sun Life Financial
Ontario, Canada
$49K +$244 +1 +0.5%
PCM
923
Penserra Capital Management
California
$46K -$1.25M -4,876 -96%
PMFA
924
Plante Moran Financial Advisors
Michigan
$45K – – –
HGWM
925
Harvest Group Wealth Management
Massachusetts
$45K +$15.3K +62 +52%
35 36
37
38 39