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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 %
TI
1076
tru Independence
Oregon
$8K 31 +31 New
AA
1077
Advisory Alpha
Michigan
$7.94K 27 -22 -45%
FHA
1078
First Horizon Advisors
Tennessee
$7K 27 -100 -79%
SL
1079
Savior LLC
Massachusetts
$7K 27 +27 New
AWA
1080
Arkadios Wealth Advisors
Georgia
$6.64K 22 +22 New
APW
1081
Acima Private Wealth
Virginia
$6K 22 – –
WCM
1082
Wealthcare Capital Management
Virginia
$6K 21 +21 New
SCA
1083
Stonebridge Capital Advisors
Minnesota
$4K 14 -48 -77%
LWM
1084
Lionsbridge Wealth Management
Florida
$4K 15 +15 New
EWP
1085
Engrave Wealth Partners
Texas
$4K 18 +18 New
FPFS
1086
First Personal Financial Services
North Carolina
$3K 12 -214 -95%
HI
1087
Hudock Inc
Pennsylvania
$3K 11 – –
PCTC
1088
Perkins Coie Trust Company
Washington
$3K 12 – –
BWM
1089
BerganKDV Wealth Management
Minnesota
$3K 11 +11 New
HWM
1090
Howard Wealth Management
Connecticut
$3K 14 +14 New
CCM
1091
Copeland Capital Management
Pennsylvania
$2K 9 – –
FANJ
1092
Financial Architects (New Jersey)
New Jersey
$2K 7 – –
JWBC
1093
John W. Brooker & Co
California
$2K 8 +8 New
HWA
1094
Heritage Wealth Advisors
Virginia
$1.37K 5 +5 New
LP
1095
LMR Partners
United Kingdom
$1.18K 4,320 +4,320 New
LS
1096
Leelyn Smith
Illinois
$1.16K 4,264 +4,264 New
WQ
1097
Wealth Quarterback
New Jersey
$1.11K 4 +4 New
GI
1098
Gradient Investments
Minnesota
$1K 5 – –
CFB
1099
Cullen/Frost Bankers
Texas
$1K 2 +2 New
BAM
1100
Bellevue Asset Management
Washington
$1K 3 +3 New
42 43
44
45 46