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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
BlackRock
New York
$5.21B
2
Capital World Investors
Capital World Investors
California
$487M
3
Goldman Sachs
Goldman Sachs
New York
$534M
4
Ameriprise
Ameriprise
Minnesota
$404M
5
Allianz Asset Management
Allianz Asset Management
Germany
$561M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$0
2
Deutsche Bank
Deutsche Bank
Germany
$223M
3
LPC
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$211M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
CRCM
901
Corbett Road Capital Management
Virginia
$271K +$271K +992 New
SFA
902
Sequoia Financial Advisors
Ohio
$270K +$270K +987 New
AAP
903
Arax Advisory Partners
Colorado
$268K -$54.5K -200 -17%
SS
904
Sunbelt Securities
Texas
$266K -$7.64K -28 -3%
WPW
905
Waldron Private Wealth
Pennsylvania
$265K +$28.9K +106 +12%
EI
906
Ellevest Inc
New York
$259K +$32.2K +118 +14%
SIM
907
Stratos Investment Management
Ohio
$259K +$259K +948 New
KCPG
908
Kavar Capital Partners Group
Kansas
$257K -$27.3K -100 -10%
PAS
909
Park Avenue Securities
New York
$257K +$257K +942 New
HB
910
Horizon Bancorp
Indiana
$257K +$257K +943 New
PWP
911
Principle Wealth Partners
Connecticut
$256K -$8.46K -31 -3%
CWM
912
Circle Wealth Management
New Jersey
$256K +$256K +936 New
FCBT
913
First Citizens Bank & Trust
North Carolina
$255K +$7.1K +26 +3%
EF
914
Empirical Finance
Pennsylvania
$254K +$254K +929 New
CCM
915
Compton Capital Management
Rhode Island
$251K – – –
SNT
916
Security National Trust
West Virginia
$250K -$27.3K -100 -10%
SWP
917
Stratos Wealth Partners
Ohio
$247K -$6K -22 -2%
BAM
918
Blueshift Asset Management
New Jersey
$247K +$247K +906 New
VCM
919
Violich Capital Management
California
$246K – – –
TMAM
920
Tokio Marine Asset Management
Japan
$246K +$246K +901 New
PFA
921
Plotkin Financial Advisors
Maryland
$246K +$246K +900 New
WJWM
922
Williams Jones Wealth Management
New York
$244K – – –
ECM
923
Evergreen Capital Management
Washington
$244K +$244K +895 New
O
924
Ossiam
France
$240K -$13.2M -48,498 -98%
SFG
925
StrategIQ Financial Group
Indiana
$239K -$23.5K -86 -9%
35 36
37
38 39