SPGI icon

S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
Invesco
Georgia
$1.45B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$673M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$229M
5
OAG
Orbis Allan Gray
Bermuda
$464M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$440M
2
AL
AJO LP
Pennsylvania
$7.21M
3
Ameriprise
Ameriprise
Minnesota
$234M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$180M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
926
Optimum Investment Advisors
Illinois
$11K – – –
WAP
927
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
TNBTD
928
Trustmark National Bank Trust Department
Mississippi
$9K – – –
WCG
929
Weaver Consulting Group
California
$8K – – –
BL
930
Balentine LLC
Georgia
$8K +$8K +37 New
SSB
931
Sandy Spring Bank
Maryland
$7K -$163K -700 -96%
BWM
932
Baystate Wealth Management
Massachusetts
$7K -$7.47K -32 -52%
SGAM
933
Smith Group Asset Management
Texas
$7K -$2.33K -10 -25%
PW
934
Price Wealth
Texas
$7K +$7K +29 New
EWA
935
Evolution Wealth Advisors
Florida
$7K +$7K +31 New
BAMG
936
Brand Asset Management Group
Missouri
$6K -$8.36K -39 -58%
OSAM
937
O'Shaughnessy Asset Management
Connecticut
$6K -$923 -4 -13%
GT
938
Glenmede Trust
Pennsylvania
$5.18K +$31 +135 +0.6%
APW
939
Acima Private Wealth
Virginia
$5K – – –
MF
940
Manchester Financial
California
$5K +$5K +20 New
TFS
941
TrustCore Financial Services
Tennessee
$5K +$5K +23 New
Parallax Volatility Advisers
942
Parallax Volatility Advisers
California
$4K -$352K -1,498 -99%
AC
943
Avestar Capital
New York
$4K – – –
TPWA
944
TRUE Private Wealth Advisors
Oregon
$4K +$4K +18 New
TAIM
945
TD Ameritrade Investment Management
Nebraska
$3K +$500 +2 +20%
Kayne Anderson Rudnick Investment Management
946
Kayne Anderson Rudnick Investment Management
California
$3K +$3K +12 New
PCTC
947
Perkins Coie Trust Company
Washington
$3K +$3K +12 New
CIAS
948
Capital Investment Advisory Services
North Carolina
$3K +$3K +14 New
MUAMU
949
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.73K +$683 +3,000 +33%
FANJ
950
Financial Architects (New Jersey)
New Jersey
$2K -$120K -421 -98%
36 37
38
39 40