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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
PIM
926
Partner Investment Management
California
-$1.1M -5,378 Closed
CMBA
927
C.M. Bidwell & Associates
Hawaii
-$1.04M -5,115 Closed
Schroder Investment Management Group
928
Schroder Investment Management Group
United Kingdom
-$912K -4,479 Closed
MCM
929
Maple Capital Management
Vermont
-$802K -3,932 Closed
BC
930
Burney Company
Virginia
-$779K -3,820 Closed
BA
931
Bridgewater Associates
Connecticut
-$702K -3,443 Closed
Acadian Asset Management
932
Acadian Asset Management
Massachusetts
-$651K -3,193 Closed
MAM
933
Meeder Asset Management
Ohio
-$635K -3,115 Closed
CA
934
Cynosure Advisors
Utah
-$528K -2,588 Closed
Fuller & Thaler Asset Management
935
Fuller & Thaler Asset Management
California
-$438K -2,150 Closed
Susquehanna International Group
936
Susquehanna International Group
Pennsylvania
-$441K -2,137 Closed
BL
937
BFSG LLC
California
-$420K -2,058 Closed
OFG
938
OmniStar Financial Group
North Carolina
-$382K -1,876 Closed
AIC
939
Aurora Investment Counsel
Georgia
-$301K -1,475 Closed
LSAG
940
Lake Street Advisors Group
New Hampshire
-$294K -1,442 Closed
Verition Fund Management
941
Verition Fund Management
Connecticut
-$285K -1,400 Closed
TCM
942
Tuttle Capital Management
Connecticut
-$265K -1,300 Closed
JIP
943
Jaffetilchin Investment Partners
Florida
-$225K -1,105 Closed
FAAS
944
First Allied Advisory Services
California
-$217K -1,065 Closed
GP
945
Geneva Partners
Wisconsin
-$214K -1,049 Closed
UB
946
UMB Bank
Missouri
-$204K -1,001 Closed
DJSG
947
D.J. St. Germain
Massachusetts
-$204K -1,000 Closed
MA
948
Montag & Associates
Georgia
-$204K -1,000 Closed
PP
949
Palladium Partners
Virginia
-$204K -1,000 Closed
SIA
950
Starfire Investment Advisers
Michigan
-$203K -1,000 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.