We are live on ! Find out more
SPGI icon

S&P Global

929 hedge funds and large institutions have $43.9B invested in S&P Global in 2019 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 324 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 68

23% more capital invested

Capital invested by funds: $35.6B → $43.9B (+$8.34B)

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 894929 (+35)

1.25% more ownership

Funds ownership: 83.59%84.84% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 341

30% less call options, than puts

Call options by funds: $172M | Put options by funds: $246M

Holders
929
Holders Change
+35
Holders Change %
+3.91%
% of All Funds
20.1%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
1%
New
113
Increased
324
Reduced
341
Closed
68
Calls
$172M
Puts
$246M
Net Calls
-$74.4M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
101
STRS Ohio
Ohio
$71.8M +$2.63M +13,561 +4%
GCM
102
Gates Capital Management
New York
$71.6M -$10.5M -54,000 -14%
MC
103
Montag & Caldwell
Georgia
$71.4M -$6.14M -31,722 -9%
AQR Capital Management
104
AQR Capital Management
Connecticut
$67.6M -$1.65M -8,516 -3%
UBS Group
105
UBS Group
Switzerland
$66.8M +$8.86M +45,754 +17%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$65.8M +$158K +816 +0.3%
US Bancorp
107
US Bancorp
Minnesota
$65.1M +$859K +4,434 +1%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$64.3M +$26.8M +138,274 +83%
Canada Life
109
Canada Life
Manitoba, Canada
$63.5M +$9.42M +48,649 +19%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$63.1M +$20.7M +106,731 +55%
Marshall Wace
111
Marshall Wace
United Kingdom
$63M -$19M -98,332 -25%
PC
112
Polar Capital
United Kingdom
$63M +$93.1K +481 +0.2%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63M -$27.2M -140,547 -32%
HTC
114
Haverford Trust Company
Pennsylvania
$62.3M +$57M +294,470 +19,883%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$62M +$4.6M +23,740 +9%
MCM
116
Marsico Capital Management
Colorado
$59.9M +$6.28M +32,445 +13%
WorldQuant Millennium Advisors
117
WorldQuant Millennium Advisors
New York
$57.1M +$6.62M +34,193 +14%
National Pension Service
118
National Pension Service
South Korea
$56.7M +$1.93M +9,953 +4%
ESCM
119
Echo Street Capital Management
New York
$56.1M +$6.83M +35,250 +15%
TPI
120
Tesco Pension Investment
United Kingdom
$56M +$10M +51,862 +24%
Prudential Financial
121
Prudential Financial
New Jersey
$53.2M -$6.74M -34,783 -12%
Man Group
122
Man Group
United Kingdom
$53.2M -$8.75M -45,188 -15%
BHC
123
Bowen Hanes & Co
Florida
$53.2M +$1.84M +9,520 +4%
CI
124
Cooper Investors
Australia
$52.9M +$354K +1,830 +0.7%
RCM
125
Rings Capital Management
Illinois
$51.3M

SPGI Hedge Fund Activity: Q1 2019 in Review

929 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2019, worth a combined $43.9B — up 23% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SPGI positions and 68 closed out — a net gain of 45 holders — while 324 added to existing stakes and 341 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $599M. The largest seller was APG Asset Management, cutting an estimated $294M.

  • 929 institutional investors held S&P Global (SPGI) as of Q1 2019, up from 894 in Q4 2018.
  • Funds reported $43.9B of S&P Global stock for Q1 2019, up 23% quarter-over-quarter.
  • 113 funds opened new S&P Global positions in Q1 2019 and 68 closed out, a net change of +45 holders.
  • The largest S&P Global buyer in Q1 2019 was Lone Pine Capital, an estimated $599M added.
  • The largest S&P Global seller in Q1 2019 was APG Asset Management, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2019.