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S&P Global
SPGI

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0% → 85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
–
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
–
Reduced
–
Closed
–
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.79B
3
State Street
State Street
Massachusetts
+$1.21B
4
Morgan Stanley
Morgan Stanley
New York
+$1B
5
Artisan Partners
Artisan Partners
Wisconsin
+$838M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$50M +$50.1M +466,444 New
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$49.9M +$50M +465,589 New
ProShare Advisors
78
ProShare Advisors
Maryland
$48.7M +$48.8M +454,450 New
Loomis, Sayles & Company
79
Loomis, Sayles & Company
Massachusetts
$47.7M +$47.7M +444,469 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$46M +$46M +429,000 New
MTB
81
Mizuho Trust & Banking
Japan
$45.5M +$45.6M +424,641 New
TA
82
Teachers Advisors
New York
$44.6M +$44.6M +415,649 New
MAI
83
Marble Arch Investments
New York
$44.4M +$44.4M +414,000 New
Credit Agricole
84
Credit Agricole
France
$43.5M +$43.5M +405,332 New
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$43.1M +$43.1M +401,386 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$43M +$43.1M +401,172 New
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$42.4M +$42.4M +395,253 New
Macquarie Group
88
Macquarie Group
Australia
$42.3M +$42.3M +394,406 New
FAM
89
Fred Alger Management
New York
$41.4M +$41.5M +386,268 New
Prudential Financial
90
Prudential Financial
New Jersey
$41.2M +$41.2M +383,865 New
Renaissance Technologies
91
Renaissance Technologies
New York
$38.4M +$38.4M +357,600 New
BJ
92
BlackRock Japan
Japan
$37.7M +$37.7M +351,345 New
BHC
93
Bowen Hanes & Co
Florida
$36.1M +$36.1M +336,613 New
PC
94
Packer & Co
Australia
$33.9M +$33.9M +316,000 New
Mackenzie Financial
95
Mackenzie Financial
Ontario, Canada
$33.5M +$33.5M +312,165 New
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$33.4M +$33.4M +311,043 New
CLOS
97
Compagnie Lombard Odier SCmA
Switzerland
$33M +$33M +307,300 New
Fidelity International
98
Fidelity International
Bermuda
$32M +$32M +298,010 New
OTPPB
99
Ontario Teachers' Pension Plan Board
Ontario, Canada
$31.6M +$31.6M +294,484 New
GF
100
Gabelli Funds
New York
$30.5M +$30.6M +284,800 New
2 3
4
5 6

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.