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S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
976
JOYN Advisors
Georgia
-$62K -364 Closed
NFG
977
Next Financial Group
Texas
-$47K -277 Closed
FTI
978
Fiduciary Trust International
Massachusetts
-$35K -206 Closed
BGIM
979
Brandywine Global Investment Management
Pennsylvania
-$33K -194 Closed
WANY
980
Wealthspire Advisors (New York)
New York
-$31K -180 Closed
MOS
981
MGO One Seven
Ohio
-$28K -169 Closed
M
982
MOTCO
Texas
-$17K -98 Closed
EDRH
983
Edmond de Rothschild Holding
Switzerland
-$16K -94 Closed
CT
984
Clearstead Trust
Maine
-$15K -90 Closed
GI
985
Gradient Investments
Minnesota
-$10K -60 Closed
PWMG
986
Prestige Wealth Management Group
New Jersey
-$9K -54 Closed
AF
987
Allworth Financial
California
-$6K -35 Closed
BCM
988
Brasada Capital Management
Texas
-$4K -24 Closed
SIS
989
Sound Income Strategies
Florida
-$4K -21 Closed
CA
990
Claro Advisors
Massachusetts
-$4K -19 Closed
WCM
991
WealthBridge Capital Management
Ohio
-$3K -19 Closed
UFF
992
USA Financial Formulas
Michigan
-$2K -9 Closed
CC
993
Claybrook Capital
Massachusetts
-$1K -4 Closed
WDL
994
Well Done LLC
Michigan
-$1K -4 Closed
FGAM
995
Financial Gravity Asset Management
Texas
+$194 +1 New
CFA
996
Camarda Financial Advisors
Florida
+$387 +2 New

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.