We are live on ! Find out more
SPGI icon

S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$69.3M -$1.41M -6,848 -2%
Barclays
102
Barclays
United Kingdom
$68.7M +$24.9M +120,749 +52%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$65.3M +$37.3M +180,709 +118%
SO
104
STRS Ohio
Ohio
$63.7M -$4.7M -22,761 -7%
Axa
105
Axa
France
$62.6M +$15.4M +74,771 +30%
Lazard Asset Management
106
Lazard Asset Management
New York
$62.1M -$27.1M -131,319 -29%
BNP Paribas Asset Management
107
BNP Paribas Asset Management
France
$61.4M +$6.87M +33,286 +12%
Millennium Management
108
Millennium Management
New York
$60.8M -$54.3M -263,085 -46%
GCM
109
Gates Capital Management
New York
$60.6M
US Bancorp
110
US Bancorp
Minnesota
$60.1M +$1.09M +5,261 +2%
AIM
111
Artemis Investment Management
United Kingdom
$57.2M +$9.17M +44,448 +18%
Man Group
112
Man Group
United Kingdom
$55.9M +$17.3M +83,645 +41%
Prudential Financial
113
Prudential Financial
New Jersey
$55.8M -$31.9M -154,330 -35%
Adage Capital Partners
114
Adage Capital Partners
Massachusetts
$54.1M -$11.4M -55,160 -17%
BCF
115
BLS Capital Fondsmaeglerselskab
Denmark
$53.6M +$186K +900 +0.3%
GF
116
Gabelli Funds
New York
$52.9M -$557K -2,700 -1%
CI
117
Cooper Investors
Australia
$52M +$543K +2,630 +1%
CA
118
Cullinan Associates
Kentucky
$51.4M -$5.26M -25,500 -9%
Canada Life
119
Canada Life
Manitoba, Canada
$51.1M -$3.99M -19,349 -7%
SEI Investments
120
SEI Investments
Pennsylvania
$50.5M -$50.9M -246,480 -49%
Aviva
121
Aviva
United Kingdom
$48.6M -$1.03M -4,996 -2%
GQG Partners
122
GQG Partners
Florida
$48.4M +$51.3M +248,299 New
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$47.9M -$3.13M -15,175 -6%
National Pension Service
124
National Pension Service
South Korea
$47.8M -$1.63M -7,904 -3%
OTPPB
125
Ontario Teachers' Pension Plan Board
Ontario, Canada
$47.7M +$1.47M +7,106 +3%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.