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S&P Global
SPGI

Overview Fund Activity

892 hedge funds and large institutions have $35.6B invested in S&P Global in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 283 increasing their positions, 355 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-15
Holders Change %
-1.65%
% of All Funds
19.91%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.91%
New
111
Increased
283
Reduced
355
Closed
118
Calls
$85.5M
Puts
$54.3M
Net Calls
+$31.3M
Net Calls Change
-$38.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.48B
2
VAM
Veritas Asset Management
United Kingdom
$359M
3
TCI Fund Management
TCI Fund Management
United Kingdom
$347M
4
Lazard Asset Management
Lazard Asset Management
New York
$287M
5
Jennison Associates
Jennison Associates
New York
$716M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$774M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$668M
3
Capital World Investors
Capital World Investors
California
$27.6M
4
BlackRock
BlackRock
New York
$2.9B
5
AllianceBernstein
AllianceBernstein
Tennessee
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
976
Harvest Fund Management
China
– -$226K -1,155 Closed
MWM
977
Meridian Wealth Management
Kentucky
– -$220K -1,125 Closed
SICM
978
Sustainable Insight Capital Management
New York
– -$219K -1,123 Closed
DWM
979
Dorchester Wealth Management
Quebec, Canada
– -$215K -1,100 Closed
HCM
980
Harvest Capital Management
New Hampshire
– -$215K -1,100 Closed
IC
981
Intersect Capital
California
– -$212K -1,087 Closed
SIM
982
Sadoff Investment Management
Wisconsin
– -$210K -1,074 Closed
FRM
983
Fox Run Management
Connecticut
– -$209K -1,072 Closed
JCM
984
Janney Capital Management
Pennsylvania
– -$208K -1,067 Closed
EFS
985
Essex Financial Services
Connecticut
– -$208K -1,064 Closed
WP
986
WealthSource Partners
California
– -$204K -1,043 Closed
BB
987
Busey Bank
Illinois
– -$202K -1,035 Closed
GAG
988
GM Advisory Group
New York
– -$202K -1,033 Closed
FAIM
989
Financial Advocates Investment Management
Washington
– -$201K -1,032 Closed
AR
990
Advisory Research
Illinois
– -$200K -1,026 Closed
WSTAM
991
Wilbanks Smith & Thomas Asset Management
Virginia
– -$122K -623 Closed
GP
992
Girard Partners
Pennsylvania
– -$97K -500 Closed
ML
993
McAdam LLC
Pennsylvania
– -$78K -399 Closed
IFAM
994
Institutional & Family Asset Management
Colorado
– -$54K -275 Closed
EA
995
Elm Advisors
California
– -$52K -265 Closed
SWP
996
Stratos Wealth Partners
Ohio
– -$51K -262 Closed
GCM
997
Gables Capital Management
Florida
– -$39K -200 Closed
APP
998
Avantax Planning Partners
Iowa
– -$25K -130 Closed
OWA
999
One Wealth Advisors
California
– -$17K -86 Closed
TG
1000
TLP Group
Illinois
– -$17K -85 Closed
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