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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
CT
926
Chicago Trust
Illinois
$337
ACA
927
Anchor Capital Advisors
Massachusetts
$267 -$48.8K -252 -17%
TP
928
Theleme Partners
United Kingdom
-$90.9M -534,904 Closed
MRG
929
Milestone Resources Group
British Virgin Islands
-$80.5M -473,428 Closed
Alyeska Investment Group
930
Alyeska Investment Group
Illinois
-$37.6M -220,998 Closed
IGM
931
Incline Global Management
New York
-$36M -212,056 Closed
EC
932
Eminence Capital
New York
-$36M -212,000 Closed
LCM
933
Laurion Capital Management
New York
-$32.6M -191,716 Closed
Capital Fund Management (CFM)
934
Capital Fund Management (CFM)
France
-$16M -94,146 Closed
Voloridge Investment Management
935
Voloridge Investment Management
Florida
-$11.5M -67,394 Closed
KA
936
Kerrisdale Advisers
Florida
-$7.65M -45,000 Closed
KM
937
Kylin Management
New York
-$7.44M -43,800 Closed
NLGIA
938
Nippon Life Global Investors Americas
New York
-$5.11M -30,100 Closed
Squarepoint
939
Squarepoint
New York
-$3.6M -21,200 Closed
Hudson Bay Capital Management
940
Hudson Bay Capital Management
Connecticut
-$3.53M -20,764 Closed
EGM
941
Engineers Gate Manager
New York
-$3.47M -20,426 Closed
QIM
942
Quantitative Investment Management
Virginia
-$3.08M -18,100 Closed
ARTA
943
A.R.T. Advisors
New York
-$2.57M -15,115 Closed
UH
944
Unigestion Holding
Switzerland
-$1.89M -11,099 Closed
LBD
945
Landsberg Bennett & Dubbaneh
Florida
-$1.43M -8,383 Closed
WCM
946
Weld Capital Management
New York
-$1.42M -8,377 Closed
DWA
947
Douglass Winthrop Advisors
New York
-$1.36M -8,000 Closed
APFBOT
948
Amica Pension Fund Board of Trustees
Rhode Island
-$1.3M -7,659 Closed
USGIU
949
U.S. Global Investors (USGI)
Texas
-$1.24M -7,321 Closed
BDS
950
Banco de Sabadell
Florida
-$925K -5,468 Closed

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.