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S&P Global

998 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, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
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
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$78.1M +$11.4M +45,453 +17%
HTC
102
Haverford Trust Company
Pennsylvania
$77.3M +$1.66M +6,650 +2%
WorldQuant Millennium Advisors
103
WorldQuant Millennium Advisors
New York
$76.6M -$2.5M -10,000 -3%
AAMU
104
Amundi Asset Management US
Massachusetts
$73.5M -$5.81M -23,225 -7%
National Pension Service
105
National Pension Service
South Korea
$73.1M +$3.54M +14,153 +5%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$72.9M -$700K -2,800 -0.9%
Victory Capital Management
107
Victory Capital Management
Texas
$71.1M +$65.8M +263,408 +984%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$70.4M -$1.67M -6,678 -2%
Robeco Institutional Asset Management
109
Robeco Institutional Asset Management
Netherlands
$69.3M +$31.9M +127,683 +82%
Holocene Advisors
110
Holocene Advisors
New York
$68.9M -$24.2M -96,646 -26%
First Trust Advisors
111
First Trust Advisors
Illinois
$68.7M +$5.28M +21,143 +8%
Barclays
112
Barclays
United Kingdom
$67.2M -$20.3M -81,036 -23%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$66.9M -$81.1M -324,601 -54%
US Bancorp
114
US Bancorp
Minnesota
$66.2M -$3.06M -12,260 -4%
SFFS
115
Stonehage Fleming Financial Services
Jersey
$66.1M +$13.3M +53,233 +25%
MC
116
Montag & Caldwell
Georgia
$65.4M -$781K -3,123 -1%
Canada Life
117
Canada Life
Manitoba, Canada
$65.2M -$5.98M -23,922 -8%
BNP Paribas Asset Management
118
BNP Paribas Asset Management
France
$62.1M -$18.2M -72,880 -22%
AIM
119
Artemis Investment Management
United Kingdom
$61.2M -$13.5M -54,190 -18%
RCM
120
Rings Capital Management
Illinois
$59.7M
PC
121
Polar Capital
United Kingdom
$59.4M -$13.7M -54,612 -18%
Prudential Financial
122
Prudential Financial
New Jersey
$58.8M +$1.35M +5,407 +2%
Skandinaviska Enskilda Banken (SEB)
123
Skandinaviska Enskilda Banken (SEB)
Sweden
$56.6M +$44.9M +179,797 +351%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$56.5M -$9.23M -36,922 -14%
AI
125
Axiom Investors
Connecticut
$56M +$23.9M +95,484 +72%