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S&P Global

752 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
126
National Pension Service
South Korea
$32.6M +$1.82M +13,104 +6%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$32.5M -$56.1K -404 -0.2%
KCM
128
Kornitzer Capital Management
Kansas
$32M -$1.49M -10,755 -5%
Citadel Advisors
129
Citadel Advisors
Florida
$31.5M -$52.5M -378,350 -64%
CI
130
Cooper Investors
Australia
$31.3M +$204K +1,469 +0.7%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$31.1M +$90.5K +652 +0.3%
CCMH
132
Cornerstone Capital Management Holdings
New York
$30.5M -$2.14M -15,433 -7%
PAM
133
Panagora Asset Management
Massachusetts
$29.9M +$25.5M +183,470 +858%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$28.6M +$1.15M +8,250 +4%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$28.3M +$6.14M +44,197 +30%
BCF
136
BLS Capital Fondsmaeglerselskab
Denmark
$27.8M +$1.13M +8,150 +4%
Axa
137
Axa
France
$27.8M +$4.19M +30,192 +19%
First Manhattan
138
First Manhattan
New York
$27.3M -$776K -5,590 -3%
JIC
139
Johnson Investment Counsel
Ohio
$26.8M +$1.05M +7,527 +4%
DSA
140
Davis Selected Advisers
Arizona
$26.5M +$668K +4,810 +3%
CIC
141
Crawford Investment Counsel
Georgia
$26.4M -$377K -2,714 -1%
DAM
142
Davis Asset Management
California
$26.3M
SI
143
Scout Investments
Missouri
$26M -$5.76M -41,519 -19%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.6M -$582K -4,193 -2%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$24.9M -$1.39M -9,979 -6%
ACI
146
AMP Capital Investors
Australia
$24.8M -$411K -2,959 -2%
PIM
147
Provident Investment Management
Michigan
$24.8M +$23.5M +169,603 New
Citigroup
148
Citigroup
New York
$24.7M -$370K -2,662 -2%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$24.7M -$182K -1,310 -0.8%
VDI
150
Vaughan David Investments
Illinois
$24.6M -$166K -1,195 -0.7%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 in Q1 2017.
  • Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
  • 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
  • The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
  • The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.

Based on aggregated 13F filings for Q2 2017.