We are live on ! Find out more
SPGI icon

S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
76
Waddell & Reed Financial
Kansas
$96.2M -$46.5M -225,097 -31%
TA
77
Teachers Advisors
New York
$95M -$3.29M -15,926 -3%
BI
78
BlueSpruce Investments
Illinois
$94.1M +$20.4M +98,725 +26%
TP
79
Theleme Partners
United Kingdom
$93.8M -$3.2M -15,500 -3%
Westfield Capital Management
80
Westfield Capital Management
Massachusetts
$93.5M -$2.5M -12,094 -2%
MRG
81
Milestone Resources Group
British Virgin Islands
$92.5M +$1.99M +9,626 +2%
MC
82
Montag & Caldwell
Georgia
$91.3M -$4.7M -22,781 -5%
TCI Fund Management
83
TCI Fund Management
United Kingdom
$86.9M
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$85.5M -$1.58M -7,672 -2%
CS
85
Credit Suisse
Switzerland
$84.8M +$773K +3,746 +0.9%
Artisan Partners
86
Artisan Partners
Wisconsin
$82.6M -$406M -1,965,945 -82%
JWBC
87
John W. Bristol & Co
New York
$82.4M -$1.41M -6,840 -2%
Asset Management One
88
Asset Management One
Japan
$80.6M +$859K +4,163 +1%
AAMU
89
Amundi Asset Management US
Massachusetts
$80M +$6.02M +29,150 +8%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$79.5M +$22M +106,619 +36%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$79.3M -$94.3K -457 -0.1%
Loomis, Sayles & Company
92
Loomis, Sayles & Company
Massachusetts
$78.8M +$919K +4,454 +1%
TG
93
TCW Group
California
$78.4M +$4.06M +19,655 +5%
Nordea Investment Management
94
Nordea Investment Management
Sweden
$77.4M +$4.66M +22,578 +6%
MWA
95
Marshall Wace Asia
Hong Kong
$75.8M -$11.2M -54,409 -12%
ProShare Advisors
96
ProShare Advisors
Maryland
$75.6M -$8M -38,761 -9%
AQR Capital Management
97
AQR Capital Management
Connecticut
$72.9M -$519K -2,512 -0.7%
VFCM
98
Valley Forge Capital Management
Florida
$72.2M +$13.9M +67,300 +22%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$71.3M -$2.77M -13,420 -4%
UBS Group
100
UBS Group
Switzerland
$71.2M +$3.14M +15,209 +4%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.