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S&P Global
SPGI

Overview Fund Activity

997 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 334 increasing their positions, 384 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+36
Holders Change %
+3.75%
% of All Funds
21.9%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
334
Reduced
384
Closed
64
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$318M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B
3
Capital International Investors
3
Capital International Investors
California
$525M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$872M
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$427M

Top Sellers

1
RCWMU
1
Rothschild & Co Wealth Management (UK)
United Kingdom
$389M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$470M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.78B
4
Invesco
4
Invesco
Georgia
$1.37B
5
Citadel Advisors
5
Citadel Advisors
Florida
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
976
Smith Group Asset Management
Texas
$7K – – –
TAIM
977
TD Ameritrade Investment Management
Nebraska
$7K +$4.1K +17 +142%
HIM
978
Hillsdale Investment Management
Ontario, Canada
$7K +$7K +30 New
GWAG
979
Garrett Wealth Advisory Group
Texas
$6.13K +$6.13K +25 New
OSAM
980
O'Shaughnessy Asset Management
Connecticut
$6K -$240 -1 -4%
TFS
981
TrustCore Financial Services
Tennessee
$6K – – –
GT
982
Glenmede Trust
Pennsylvania
$5.53K -$41 -169 -0.7%
APW
983
Acima Private Wealth
Virginia
$5K – – –
BEI
984
Benjamin Edwards Inc
Missouri
$5K +$5K +21 New
PCTC
985
Perkins Coie Trust Company
Washington
$3K – – –
CIAS
986
Capital Investment Advisory Services
North Carolina
$3K – – –
Kayne Anderson Rudnick Investment Management
987
Kayne Anderson Rudnick Investment Management
California
$3K – – –
HI
988
Hudock Inc
Pennsylvania
$2K – – –
FANJ
989
Financial Architects (New Jersey)
New Jersey
$2K – – –
CCM
990
Copeland Capital Management
Pennsylvania
$2K – – –
AIC
991
Ameritas Investment Company
Nebraska
$2K +$2K +8 New
GWMIA
992
Global Wealth Management Investment Advisory
Florida
$1K – – –
GI
993
Gradient Investments
Minnesota
$1K +$1K +5 New
AMCA
994
Arthur M. Cohen & Associates
Illinois
$859 +$430 +1,754 +100%
FCH
995
Freestone Capital Holdings
Washington
$371 +$371 +1,513 New
UB
996
UMB Bank
Missouri
$296 -$19 -76 -6%
SWP
997
Strategic Wealth Partners
Ohio
$15 – – –
DekaBank Deutsche Girozentrale
998
DekaBank Deutsche Girozentrale
Germany
– -$23.5M -102,544 Closed
OCM
999
Oribel Capital Management
New York
– -$15.3M -67,000 Closed
QI
1000
Quilter Investors
United Kingdom
– -$14.9M -65,296 Closed
38 39
40
41 42