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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
KM
951
Kalos Management
Georgia
-$923K -5,433 Closed
BIAS
952
Beacon Investment Advisory Services
New Jersey
-$818K -4,813 Closed
TRAM
953
Tuscan Ridge Asset Management
Illinois
-$654K -3,848 Closed
BPC
954
Banque Pictet & Cie
Switzerland
-$646K -3,804 Closed
BAS
955
Brown Advisory Securities
Maryland
-$595K -3,509 Closed
PNAA
956
Pictet North America Advisors
Switzerland
-$595K -3,504 Closed
MC
957
Menta Capital
California
-$561K -3,302 Closed
WIS
958
Wright Investors Service
Connecticut
-$497K -2,922 Closed
MC
959
Machina Capital
France
-$456K -2,686 Closed
TSS
960
Two Sigma Securities
New York
-$455K -2,676 Closed
CG
961
Cutler Group
California
-$493K -2,544 Closed
TFA
962
Transamerica Financial Advisors
Florida
-$430K -2,525 Closed
CI
963
Cavalier Investments
Georgia
-$408K -2,400 Closed
DIM
964
DC Investments Management
Virginia
-$408K -2,398 Closed
BCM
965
Bayesian Capital Management
New York
-$340K -2,000 Closed
FNC
966
First National Corp
Massachusetts
-$340K -2,000 Closed
CAN
967
Claraphi Advisory Network
United States
-$339K -1,998 Closed
AWM
968
Alterna Wealth Management
Texas
-$291K -1,992 Closed
BO
969
Bach Option
Hong Kong
-$323K -1,899 Closed
HF
970
HRT Financial
New York
-$244K -1,438 Closed
WIA
971
World Investment Advisors
California
-$277K -1,418 Closed
WAM
972
Weatherly Asset Management
California
-$225K -1,325 Closed
CCM
973
Compton Capital Management
Rhode Island
-$212K -1,248 Closed
IIM
974
Ipswich Investment Management
Massachusetts
-$106K -625 Closed
BCP
975
Blue Chip Partners
Michigan
-$102K -602 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.