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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
Caisse de Depot et Placement du Quebec (CDPQ)
126
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$47.5M +$5.78M +28,000 +13%
MCM
127
Marsico Capital Management
Colorado
$46.6M +$49.2M +238,400 New
AT
128
AMF Tjänstepension
Sweden
$46.3M -$19.8M -95,838 -29%
BHC
129
Bowen Hanes & Co
Florida
$46M -$2.44M -11,825 -5%
IIP
130
Intermede Investment Partners
United Kingdom
$45.5M +$1.92M +9,294 +4%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$43M +$29.7M +143,849 +189%
Robeco Institutional Asset Management
132
Robeco Institutional Asset Management
Netherlands
$42.4M +$5.56M +26,928 +14%
TPI
133
Tesco Pension Investment
United Kingdom
$41.9M
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$40.4M -$1.01M -4,902 -2%
USAA
135
United Services Automobile Association
Texas
$39.5M +$113K +549 +0.3%
PC
136
Packer & Co
Australia
$38.9M -$15.5M -75,000 -27%
Mitsubishi UFJ Trust & Banking
137
Mitsubishi UFJ Trust & Banking
Japan
$38.2M -$66.6M -322,738 -62%
RG
138
Rathbones Group
United Kingdom
$37.8M +$4.88M +23,654 +14%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.9M -$3.5M -16,948 -8%
First Trust Advisors
140
First Trust Advisors
Illinois
$36.8M -$373K -1,805 -0.9%
CM
141
Castleark Management
Illinois
$36.6M +$3.45M +16,718 +10%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$36.4M -$4.27M -20,666 -10%
GT
143
Glenmede Trust
Pennsylvania
$35.6M +$1.09M +5,302 +3%
DAM
144
Davis Asset Management
California
$35.2M
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$34.9M -$52.4M -253,952 -59%
AIM
146
Allen Investment Management
New York
$34.4M +$11.4M +55,158 +46%
PIM
147
Provident Investment Management
Michigan
$34.4M +$24.8K +120 +0.1%
CIC
148
Crawford Investment Counsel
Georgia
$34.2M -$1.17M -5,647 -3%
WorldQuant Millennium Advisors
149
WorldQuant Millennium Advisors
New York
$34.2M +$1.29M +6,232 +4%
ACI
150
AMP Capital Investors
Australia
$34.1M +$685K +3,321 +2%

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.