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S&P Global
SPGI

Overview Fund Activity

1,104 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

Holders
1,104
Holders Change
+107
Holders Change %
+10.73%
% of All Funds
21.8%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
182
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.21B
2
Capital World Investors
2
Capital World Investors
California
$487M
3
Goldman Sachs
3
Goldman Sachs
New York
$534M
4
Ameriprise
4
Ameriprise
Minnesota
$404M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$561M

Top Sellers

1
VAM
1
Veritas Asset Management
United Kingdom
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$223M
3
LPC
3
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$211M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.79B
Name Market Value Shares Shares
Change 		Shares
Change %
WPA
1001
West Paces Advisors
Georgia
$71.8K 263 – –
PCM
1002
Penserra Capital Management
California
$68K 231 +51 +28%
MAM
1003
Magellan Asset Management
Australia
$65K 238 – –
BCA
1004
Berman Capital Advisors
Georgia
$63K 232 – –
PMFA
1005
Plante Moran Financial Advisors
Michigan
$63K 231 +48 +26%
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$60K 219 +16 +8%
TPWA
1007
TRUE Private Wealth Advisors
Oregon
$58K 214 +214 New
CAL
1008
Capital Analysts LLC
Pennsylvania
$57K 208 – –
IUHSA
1009
Itau Unibanco Holding S.A.
Brazil
$55K 201 +201 New
LWA
1010
Lenox Wealth Advisors
New York
$52K 191 +16 +9%
HGWM
1011
Harvest Group Wealth Management
Massachusetts
$49K 180 -2 -1%
LB
1012
Legacy Bridge
Iowa
$48K 175 – –
CHA
1013
Carmichael Hill & Associates
Maryland
$46K 167 +167 New
EWA
1014
Evolution Wealth Advisors
Florida
$45K 165 +134 +432%
RIA
1015
Realta Investment Advisors
Delaware
$44K 169 -96 -36%
KTC
1016
Kistler-Tiffany Companies
Pennsylvania
$44K 160 – –
RFA
1017
Reilly Financial Advisors
California
$44K 161 – –
PFGIA
1018
Patriot Financial Group Insurance Agency
Massachusetts
$44K 162 +1 +0.6%
WTC
1019
WhitTier Trust Company
Nevada
$44K 161 +47 +41%
EW
1020
Evoke Wealth
California
$42.9K 157 +6 +4%
WLPWM
1021
Walled Lake Planning & Wealth Management
Illinois
$40K 148 +148 New
SLF
1022
Sun Life Financial
Ontario, Canada
$39K 144 -57 -28%
TRCT
1023
Tower Research Capital (TRC)
New York
$37K 134 -3,444 -96%
EARNEST Partners
1024
EARNEST Partners
Georgia
$35K 127 – –
GAM
1025
Gemmer Asset Management
California
$35K 127 – –
39 40
41
42 43