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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
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$49.2M +$2.15M +11,087 +5%
JIC
127
Johnson Investment Counsel
Ohio
$49M +$2.88M +14,864 +7%
Aviva
128
Aviva
United Kingdom
$47.6M -$1.9M -9,809 -4%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$46.9M -$8.87M -45,828 -17%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.4M +$7.05M +36,419 +20%
First Trust Advisors
131
First Trust Advisors
Illinois
$46.3M +$11.5M +59,216 +37%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$45.7M +$170K +877 +0.4%
ACM
133
Alta Capital Management
Utah
$45.7M +$2.79M +14,426 +7%
Canada Pension Plan Investment Board
134
Canada Pension Plan Investment Board
Ontario, Canada
$44.6M +$14.5M +75,131 +55%
GF
135
Gabelli Funds
New York
$44.2M -$717K -3,700 -2%
Citigroup
136
Citigroup
New York
$42.6M +$2.43M +12,531 +7%
AT
137
AMF Tjänstepension
Sweden
$42.5M -$6.84M -35,301 -15%
USAA
138
United Services Automobile Association
Texas
$42.5M -$57.9K -299 -0.1%
PC
139
Packer & Co
Australia
$41.9M
RG
140
Rathbones Group
United Kingdom
$40.6M -$67.8K -350 -0.2%
Lord, Abbett & Co
141
Lord, Abbett & Co
New Jersey
$40.1M +$2.89M +14,900 +8%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$39.9M -$351K -1,813 -0.9%
Two Sigma Advisers
143
Two Sigma Advisers
New York
$39.2M +$30.1M +155,299 +506%
WCM
144
Wedge Capital Management
North Carolina
$39M -$3.37M -17,395 -9%
VRS
145
Virginia Retirement Systems
Virginia
$39M +$6.08M +31,400 +20%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$38.2M +$3.27M +16,876 +10%
Los Angeles Capital Management
147
Los Angeles Capital Management
California
$38.1M +$25.1M +129,860 +255%
DAM
148
Davis Asset Management
California
$37.9M
CIC
149
Crawford Investment Counsel
Georgia
$37.7M -$800K -4,132 -2%
SEI Investments
150
SEI Investments
Pennsylvania
$37.4M -$19M -98,205 -36%

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.