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S&P Global
SPGI

Overview Fund Activity

892 hedge funds and large institutions have $35.6B invested in S&P Global in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 283 increasing their positions, 355 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-15
Holders Change %
-1.65%
% of All Funds
19.91%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.91%
New
111
Increased
283
Reduced
355
Closed
118
Calls
$85.5M
Puts
$54.3M
Net Calls
+$31.3M
Net Calls Change
-$38.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.48B
2
VAM
Veritas Asset Management
United Kingdom
$359M
3
TCI Fund Management
TCI Fund Management
United Kingdom
$347M
4
Lazard Asset Management
Lazard Asset Management
New York
$287M
5
Jennison Associates
Jennison Associates
New York
$716M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$774M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
3
Capital World Investors
Capital World Investors
California
$27.6M
4
BlackRock
BlackRock
New York
$2.9B
5
AllianceBernstein
AllianceBernstein
Tennessee
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
951
WESPAC Advisors
California
– -$739K -3,784 Closed
CM
952
Caption Management
Oklahoma
– -$703K -3,600 Closed
SGM
953
Skye Global Management
Florida
– -$645K -3,300 Closed
TPWA
954
TRUE Private Wealth Advisors
Oregon
– -$638K -3,266 Closed
BA
955
Boston Advisors
Massachusetts
– -$623K -3,190 Closed
SAM
956
Symphony Asset Management
California
– -$603K -3,084 Closed
DCM
957
Donaldson Capital Management
Indiana
– -$536K -2,745 Closed
MUS
958
Mitsubishi UFJ Securities
Japan
– -$535K -2,740 Closed
NIMI
959
Natixis Investment Managers International
France
– -$460K -2,352 Closed
Walleye Trading
960
Walleye Trading
New York
– -$453K -2,317 Closed
CIC
961
Carnegie Investment Counsel
Ohio
– -$380K -2,100 Closed
SFS
962
Sowell Financial Services
Arkansas
– -$392K -2,004 Closed
SL
963
Signition LP
New York
– -$365K -1,868 Closed
PM
964
Parametrica Management
Hong Kong
– -$328K -1,679 Closed
FA
965
FDx Advisors
Illinois
– -$326K -1,671 Closed
EF
966
Empirical Finance
Pennsylvania
– -$317K -1,624 Closed
SPC
967
Sigma Planning Corp
Michigan
– -$309K -1,581 Closed
UC
968
Unio Capital
New Jersey
– -$293K -1,500 Closed
CT
969
Coastline Trust
Rhode Island
– -$284K -1,455 Closed
WP
970
WealthShield Partners
North Carolina
– -$276K -1,411 Closed
Twin Tree Management
971
Twin Tree Management
Texas
– -$274K -1,402 Closed
NP
972
Ninepoint Partners
Ontario, Canada
– -$266K -1,360 Closed
CSM
973
CAMG Solamere Management
North Carolina
– -$248K -1,260 Closed
B
974
Bailard
California
– -$239K -1,222 Closed
AFG
975
Albion Financial Group
Utah
– -$229K -1,170 Closed
37 38
39
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