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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.

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 %
AC
1026
Arjuna Capital
North Carolina
– -$750K -3,294 Closed
SAM
1027
Symphony Asset Management
California
– -$606K -2,662 Closed
ACA
1028
Aptus Capital Advisors
Alabama
– -$569K -2,500 Closed
TFA
1029
Transamerica Financial Advisors
Florida
– -$536K -2,353 Closed
Walleye Trading
1030
Walleye Trading
New York
– -$503K -2,210 Closed
AC
1031
Athanor Capital
New York
– -$410K -1,800 Closed
ZCM
1032
Zebra Capital Management
Connecticut
– -$313K -1,373 Closed
OMC
1033
Old Mission Capital
Illinois
– -$312K -1,371 Closed
BPWA
1034
Beacon Pointe Wealth Advisors
California
– -$275K -1,214 Closed
FSA
1035
Franklin Street Advisors
North Carolina
– -$256K -1,126 Closed
GC
1036
Gilbert & Cook
Iowa
– -$251K -1,102 Closed
PP
1037
Palladium Partners
Virginia
– -$228K -1,000 Closed
CAN
1038
Claraphi Advisory Network
United States
– -$207K -907 Closed
BCI
1039
Brinker Capital Investments
Pennsylvania
– -$200K -876 Closed
PAMG
1040
Patton Albertson Miller Group
Tennessee
– -$210K -820 Closed
CAW
1041
Cornerstone Advisors (Washington)
Washington
– -$169K -741 Closed
TA
1042
TCG Advisors
Texas
– -$141K -600 Closed
SFG
1043
SevenBridge Financial Group
Pennsylvania
– -$96K -423 Closed
IWA
1044
IBEX Wealth Advisors
New Jersey
– -$53K -233 Closed
FCA
1045
FinTrust Capital Advisors
South Carolina
– -$51K -225 Closed
RWA
1046
Ropes Wealth Advisors
Massachusetts
– -$50K -221 Closed
EWM
1047
Executive Wealth Management
Michigan
– -$48K -211 Closed
HCM
1048
Hilton Capital Management
New York
– -$46K -201 Closed
M
1049
MOTCO
Texas
– -$40K -175 Closed
OIA
1050
OneDigital Investment Advisors
Kansas
– -$31K -135 Closed
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