S&P Global
SPGI
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.
223% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 57
11% more funds holding
Funds holding: 998 → 1,107 (+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: 50 → 50 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$469M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$421M |
| 3 |
Goldman Sachs
New York
|
+$185M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$132M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$544M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$449M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$422M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$207M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$181M |
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.