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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.

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 %
GEA
951
Glen Eagle Advisors
New Jersey
$23.3K -$245 -1 -1%
RCM
952
Rain Capital Management
Oregon
$23K +$23K +93 New
TFO
953
Tarbox Family Office
California
$22K – – –
GWS
954
Glassman Wealth Services
Virginia
$20K – – –
LWM
955
Lenox Wealth Management
Ohio
$20K +$20K +83 New
VCM
956
Vigilant Capital Management
Maine
$18K – – –
CI
957
CX Institutional
Indiana
$17K +$1.23K +5 +8%
H
958
Hexavest
Quebec, Canada
$15K – – –
PB
959
Pinnacle Bancorp
Nebraska
$15K +$2.95K +12 +24%
SSB
960
Sandy Spring Bank
Maryland
$15K +$7.74K +32 +107%
SCA
961
Stonebridge Capital Advisors
Minnesota
$15K +$15K +62 New
AA
962
Advisory Alpha
Michigan
$12.2K +$12.2K +49 New
QAM
963
QCI Asset Management
New York
$12K – – –
OIA
964
Optimum Investment Advisors
Illinois
$12K – – –
IRC
965
Investors Research Corp
Georgia
$12K +$12K +49 New
WAP
966
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
PCIA
967
Prime Capital Investment Advisors
Kansas
$11K +$11K +43 New
CFGS
968
Concourse Financial Group Securities
Alabama
$10K -$187K -730 -95%
BL
969
Balentine LLC
Georgia
$9K – – –
EWA
970
Evolution Wealth Advisors
Florida
$8K – – –
WCG
971
Weaver Consulting Group
California
$8K – – –
FFC
972
First Financial Corp
Indiana
$8K +$8K +32 New
PW
973
Price Wealth
Texas
$7K – – –
BWM
974
Baystate Wealth Management
Massachusetts
$7K – – –
BAMG
975
Brand Asset Management Group
Missouri
$7K – – –
37 38
39
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