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S&P Global

1,107 hedge funds and large institutions have $55.4B invested in S&P Global in 2019 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 381 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 57

11% more funds holding

Funds holding: 9981,107 (+109)

10% more capital invested

Capital invested by funds: $50.2B → $55.4B (+$5.26B)

2% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 372

0% more funds holding in top 10

Funds holding in top 10: 5050 (0)

0.04% less ownership

Funds ownership: 83.16%83.11% (-0.04%)

32% less call options, than puts

Call options by funds: $266M | Put options by funds: $394M

Holders
1,107
Holders Change
+109
Holders Change %
+10.92%
% of All Funds
21.81%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.99%
New
184
Increased
381
Reduced
372
Closed
57
Calls
$266M
Puts
$394M
Net Calls
-$128M
Net Calls Change
+$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$88.2M +$11.1M +42,867 +15%
HTC
102
Haverford Trust Company
Pennsylvania
$87.6M +$1.33M +5,104 +2%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$85.2M +$7.55M +29,059 +10%
National Pension Service
104
National Pension Service
South Korea
$85.2M +$3.53M +13,597 +5%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$83.5M -$12.1M -46,745 -13%
MNG
106
Manning & Napier Group
New York
$83.4M -$7.24M -27,850 -8%
SFFS
107
Stonehage Fleming Financial Services
Jersey
$83.3M +$9.21M +35,461 +13%
Citadel Advisors
108
Citadel Advisors
Florida
$83.2M -$21.1M -81,068 -21%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$81.9M +$24.3M +93,356 +45%
WorldQuant Millennium Advisors
110
WorldQuant Millennium Advisors
New York
$80.1M -$4.93M -18,967 -6%
Axa
111
Axa
France
$79.8M -$17.3M -66,756 -19%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$77.2M +$13.6M +52,337 +23%
Victory Capital Management
113
Victory Capital Management
Texas
$75.7M -$3.41M -13,115 -5%
Holocene Advisors
114
Holocene Advisors
New York
$75.5M -$1.28M -4,930 -2%
Citigroup
115
Citigroup
New York
$74.6M +$28.7M +110,301 +68%
Prudential Financial
116
Prudential Financial
New Jersey
$74.1M +$8.17M +31,427 +13%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$72.9M -$5.29M -20,377 -7%
RPI
118
Railway Pension Investments
United Kingdom
$72.8M +$53.5M +206,100 +340%
VRS
119
Virginia Retirement Systems
Virginia
$72.3M +$11.9M +45,700 +21%
MWA
120
Marshall Wace Asia
Hong Kong
$72.1M -$38.2M -146,936 -36%
APG Asset Management
121
APG Asset Management
Netherlands
$71.8M +$63.9M +245,800 +500%
A
122
AustralianSuper
Australia
$71.2M +$26.3M +101,151 +63%
US Bancorp
123
US Bancorp
Minnesota
$71M -$2.66M -10,229 -4%
MC
124
Montag & Caldwell
Georgia
$70.6M -$2.12M -8,160 -3%
Canada Life
125
Canada Life
Manitoba, Canada
$70.1M -$1.79M -6,908 -3%

SPGI Hedge Fund Activity: Q4 2019 in Review

1,107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2019, worth a combined $55.4B — up 10% from $50.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new SPGI positions and 57 closed out — a net gain of 127 holders — while 381 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $469M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $544M sold.

  • 1,107 institutional investors held S&P Global (SPGI) as of Q4 2019, up from 998 in Q3 2019.
  • Funds reported $55.4B of S&P Global stock for Q4 2019, up 10% quarter-over-quarter.
  • 184 funds opened new S&P Global positions in Q4 2019 and 57 closed out, a net change of +127 holders.
  • The largest S&P Global buyer in Q4 2019 was BlackRock, an estimated $469M added.
  • The largest S&P Global seller in Q4 2019 was Veritas Asset Management, an estimated $544M sold.

Based on aggregated 13F filings for Q4 2019.