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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.

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
1
BlackRock
New York
$5.21B
2
Capital World Investors
2
Capital World Investors
California
$487M
3
Goldman Sachs
3
Goldman Sachs
New York
$534M
4
Ameriprise
4
Ameriprise
Minnesota
$404M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$561M

Top Sellers

1
VAM
1
Veritas Asset Management
United Kingdom
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$223M
3
LPC
3
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$211M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
951
Gilbert & Cook
Iowa
$215K +$215K +787 New
WANY
952
Wealthspire Advisors (New York)
New York
$214K +$214K +784 New
CBT
953
Capital Bank & Trust
California
$213K -$10.1K -37 -5%
CBFP
954
Cedar Brook Financial Partners
Ohio
$210K +$210K +769 New
ZF
955
Zhang Financial
Michigan
$209K +$209K +700 New
DJSG
956
D.J. St. Germain
Massachusetts
$208K +$208K +761 New
IA
957
IFP Advisors
Florida
$207K +$29.7K +105 +17%
WA
958
Waverly Advisors
Alabama
$207K +$207K +699 New
GBT
959
Grove Bank & Trust
Florida
$205K +$205K +749 New
AWM
960
Altium Wealth Management
New York
$202K +$202K +741 New
SB
961
Strategic Blueprint
Georgia
$201K – – –
FMT
962
First Mercantile Trust
Tennessee
$199K -$26.8K -98 -12%
GLI
963
Guardian Life Insurance
New York
$197K – – –
NIM
964
NuWave Investment Management
New Jersey
$194K -$1.89M -6,899 -91%
HIIFS
965
Harel Insurance Investments & Financial Services
Israel
$194K +$194K +710 New
FA
966
Fortis Advisors
Pennsylvania
$189K +$189K +694 New
LC
967
Lindbrook Capital
California
$188K +$547 +2 +0.3%
Parallax Volatility Advisers
968
Parallax Volatility Advisers
California
$185K -$14.9M -54,682 -99%
AIM
969
Achmea Investment Management
Netherlands
$184K -$2.87M -10,475 -94%
TL
970
TrueWealth LLC
Georgia
$171K – – –
OSAM
971
O'Shaughnessy Asset Management
Connecticut
$171K +$164K +601 +2,404%
BFEC
972
Benjamin F. Edwards & Company
Missouri
$168K – – –
VFA
973
Valeo Financial Advisors
Indiana
$165K +$25.2K +92 +18%
BCP
974
Blue Chip Partners
Michigan
$163K +$163K +598 New
IFAM
975
Institutional & Family Asset Management
Colorado
$158K -$6.81K -25 -4%
37 38
39
40 41