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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 %
SMFS
1051
Squar Milner Financial Services
California
$22K 81 +81 New
SIC
1052
Samalin Investment Counsel
New York
$21K 78 +78 New
VCM
1053
Vigilant Capital Management
Maine
$20K 75 – –
CI
1054
CX Institutional
Indiana
$19K 69 – –
SC
1055
Solstein Capital
California
$19K 70 +70 New
GRP
1056
Global Retirement Partners
California
$18K 66 -37 -36%
ACM
1057
Allred Capital Management
Texas
$17.7K 65 +65 New
H
1058
Hexavest
Quebec, Canada
$17K 62 – –
SSWG
1059
Seven Springs Wealth Group
Tennessee
$16K 59 +59 New
FWM
1060
FSA Wealth Management
Massachusetts
$15K 54 +54 New
CWM
1061
Cranbrook Wealth Management
Michigan
$15K 55 +55 New
QAM
1062
QCI Asset Management
New York
$14K 50 – –
CA
1063
Claar Advisors
New York
$13.1K 48,119 – –
PB
1064
Pinnacle Bancorp
Nebraska
$13K 49 -12 -20%
IRC
1065
Investors Research Corp
Georgia
$13K 49 – –
MF
1066
Manchester Financial
California
$13K 48 +48 New
WAP
1067
Wealthcare Advisory Partners
Pennsylvania
$12K 43 – –
CCM
1068
Covington Capital Management
California
$11K 40 +40 New
DSC
1069
Duncker Streett & Co
Missouri
$10K 35 +35 New
FFC
1070
First Financial Corp
Indiana
$9K 32 – –
HWM
1071
HighMark Wealth Management
Minnesota
$9K 34 +34 New
OIA
1072
Optimum Investment Advisors
Illinois
$8K 30 -20 -40%
BAMG
1073
Brand Asset Management Group
Missouri
$8K 28 – –
WCG
1074
Weaver Consulting Group
California
$8K 33 – –
Kayne Anderson Rudnick Investment Management
1075
Kayne Anderson Rudnick Investment Management
California
$8K 28 +16 +133%
41 42
43
44 45