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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 %
LWMM
926
Legacy Wealth Management (Mississippi)
Mississippi
$239K +$239K +875 New
CONA
927
Capital One National Association
New York
$237K +$237K +867 New
BCM
928
BlueCrest Capital Management
Jersey
$236K -$1.98M -7,250 -89%
BSPF
929
British Steel Pension Fund
United Kingdom
$236K – – –
Acadian Asset Management
930
Acadian Asset Management
Massachusetts
$236K +$236K +864 New
VCM
931
Versant Capital Management
Arizona
$235K -$4.09K -15 -2%
FAAS
932
First Allied Advisory Services
California
$234K -$113K -407 -32%
CBU
933
CIBC Bank USA
Illinois
$231K -$2.73K -10 -1%
MGIA
934
Matthew Goff Investment Advisor
Texas
$228K – – –
HAG
935
HighPoint Advisor Group
Illinois
$228K +$23K +78 +11%
JIP
936
Jaffetilchin Investment Partners
Florida
$227K -$23.4K -86 -9%
VCA
937
Verdence Capital Advisors
Maryland
$223K +$223K +818 New
ACA
938
Affinity Capital Advisors
California
$222K +$222K +812 New
PWPS
939
Pinnacle Wealth Planning Services
Ohio
$220K +$220K +808 New
BDWM
940
Brewin Dolphin Wealth Management
Ireland
$218K – – –
FG
941
Fiduciary Group
Georgia
$218K -$16.4K -60 -7%
TI
942
Truehand Inc
New Hampshire
$218K – – –
TC
943
Trust Company
Kansas
$218K – – –
H
944
HoyleCohen
California
$218K +$218K +800 New
ACM
945
Avalon Capital Management
California
$218K +$218K +800 New
RZH
946
Relyea Zuckerberg Hanson
Connecticut
$218K +$218K +800 New
HPWM
947
Highland Private Wealth Management
Washington
$217K -$5.46K -20 -2%
CFGS
948
Concourse Financial Group Securities
Alabama
$216K +$205K +751 +1,926%
MC
949
Moors & Cabot
Massachusetts
$216K +$216K +790 New
SAM
950
Secure Asset Management
Michigan
$216K +$216K +792 New
36 37
38
39 40