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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.

New
Increased
Maintained
Reduced
Closed
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 %
LB
926
Legacy Bridge
Iowa
$43K – – –
LWA
927
Lenox Wealth Advisors
New York
$43K +$8.11K +33 +23%
KTC
928
Kistler-Tiffany Companies
Pennsylvania
$39K – – –
RFA
929
Reilly Financial Advisors
California
$39K – – –
PFGIA
930
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$6.3K +26 +19%
EW
931
Evoke Wealth
California
$37K +$37K +151 New
CB
932
CNB Bank
Pennsylvania
$34K -$12.4K -50 -27%
Walleye Capital
933
Walleye Capital
New York
$34K +$34K +140 New
NCM
934
Next Capital Management
New York
$32K -$28.6K -116 -47%
EFSCE
935
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
GAM
936
Gemmer Asset Management
California
$31K -$17.3K -71 -36%
IF
937
Ironwood Financial
Arizona
$31K – – –
EARNEST Partners
938
EARNEST Partners
Georgia
$31K +$31K +127 New
FHA
939
First Horizon Advisors
Tennessee
$30K -$236 -1 -0.8%
AIM
940
Advantage Investment Management
Iowa
$30K – – –
TF
941
TimeScale Financial
Massachusetts
$29K – – –
FMII
942
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
WTC
943
WhitTier Trust Company
Nevada
$28K – – –
CDIA
944
Capital Directions Investment Advisors
Georgia
$28K +$28K +115 New
EIM
945
Essex Investment Management
Massachusetts
$26K – – –
GRP
946
Global Retirement Partners
California
$25K -$2.91K -12 -10%
JCM
947
Julex Capital Management
Massachusetts
$25K +$11K +45 +79%
BAM
948
Barrett Asset Management
New York
$24K – – –
GCM
949
Gables Capital Management
Florida
$24K – – –
NSB
950
Norway Savings Bank
Maine
$24K – – –
36 37
38
39 40