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S&P Global
SPGI

Overview Fund Activity

961 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 338 increasing their positions, 358 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+35
Holders Change %
+3.78%
% of All Funds
20.9%
Holding in Top 10
42
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.7%
% of All Funds
0.91%
New
102
Increased
338
Reduced
358
Closed
57
Calls
$221M
Puts
$252M
Net Calls
-$31.3M
Net Calls Change
+$43.1M

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.45B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$673M
3
RCWMU
3
Rothschild & Co Wealth Management (UK)
United Kingdom
$728M
4
Citadel Advisors
4
Citadel Advisors
Florida
$229M
5
OAG
5
Orbis Allan Gray
Bermuda
$464M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$440M
2
AL
2
AJO LP
Pennsylvania
$7.21M
3
Ameriprise
3
Ameriprise
Minnesota
$234M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$180M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
976
ADI Capital Management
New York
– -$632K -3,000 Closed
JAM
977
Jupiter Asset Management
United Kingdom
– -$590K -2,802 Closed
IWC
978
Integrated Wealth Concepts
Massachusetts
– -$462K -2,192 Closed
GEM
979
Global Endowment Management
North Carolina
– -$392K -1,860 Closed
Massachusetts Financial Services
980
Massachusetts Financial Services
Massachusetts
– -$376K -1,787 Closed
AC
981
Addison Capital
Pennsylvania
– -$353K -1,677 Closed
DY
982
Dowling & Yahnke
California
– -$310K -1,470 Closed
SS
983
Simplicity Solutions
Minnesota
– -$273K -1,297 Closed
OAM
984
Oxford Asset Management
United Kingdom
– -$271K -1,289 Closed
ECM
985
Element Capital Management
New York
– -$269K -1,276 Closed
BB
986
Busey Bank
Illinois
– -$218K -1,035 Closed
WPW
987
Waldron Private Wealth
Pennsylvania
– -$216K -1,029 Closed
EFS
988
Essex Financial Services
Connecticut
– -$204K -969 Closed
RE
989
RBC Europe
United Kingdom
– -$105K -500 Closed
AIA
990
Alera Investment Advisors
Illinois
– -$92K -435 Closed
NSIM
991
North Star Investment Management
Illinois
– -$78K -370 Closed
LFA
992
Legacy Financial Advisors
Kentucky
– -$77K -364 Closed
WTB
993
Washington Trust Bank
Washington
– -$69K -327 Closed
FC
994
Ferris Capital
Massachusetts
– -$62K -294 Closed
CAM
995
Cresset Asset Management
Illinois
– -$52K -248 Closed
OWD
996
Osborn Williams & Donohoe
Ohio
– -$43K -200 Closed
MNBTD
997
Moody National Bank Trust Division
Texas
– -$36K -173 Closed
CHP
998
Cable Hill Partners
Oregon
– -$33K -156 Closed
MFW
999
Mosaic Family Wealth
Missouri
– -$21K -100 Closed
LA
1000
Legacy Advisors
Pennsylvania
– -$16K -75 Closed
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