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S&P Global

998 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 335 increasing their positions, 384 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

6% more capital invested

Capital invested by funds: $47.4B → $50.2B (+$2.77B)

4% more funds holding

Funds holding: 963998 (+35)

1.47% less ownership

Funds ownership: 84.63%83.16% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 384

31% less call options, than puts

Call options by funds: $303M | Put options by funds: $440M

Holders
998
Holders Change
+35
Holders Change %
+3.63%
% of All Funds
21.89%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.1%
New
106
Increased
335
Reduced
384
Closed
65
Calls
$303M
Puts
$440M
Net Calls
-$137M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
151
Korea Investment Corp
South Korea
$44.2M -$2.5M -10,000 -5%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$44.2M +$992K +3,967 +2%
DAM
153
Davis Asset Management
California
$44.1M
CLOS
154
Compagnie Lombard Odier SCmA
Switzerland
$43.5M -$525K -2,100 -1%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$42M +$1.68M +6,706 +4%
PC
156
Packer & Co
Australia
$41.4M
CIC
157
Crawford Investment Counsel
Georgia
$41M -$1.65M -6,592 -4%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.9M +$687K +2,747 +2%
Citigroup
159
Citigroup
New York
$39.9M +$13M +52,002 +47%
Capital World Investors
160
Capital World Investors
California
$39.9M -$4.5K -18 -0%
NC
161
Nicholas Company
Wisconsin
$39.3M
A
162
AustralianSuper
Australia
$39.1M -$28.2M -112,646 -41%
KBC Group
163
KBC Group
Belgium
$39.1M +$3.87M +15,469 +11%
Canada Pension Plan Investment Board
164
Canada Pension Plan Investment Board
Ontario, Canada
$38.8M -$29M -116,080 -42%
First Manhattan
165
First Manhattan
New York
$38.7M -$261K -1,046 -0.7%
JCM
166
Junto Capital Management
New York
$38.2M +$38.9M +155,801 New
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$37.9M -$33.8M -135,318 -47%
PIM
168
Provident Investment Management
Michigan
$37.8M -$3.16M -12,650 -8%
JHP
169
James Hambro & Partners
United Kingdom
$36.8M +$37.6M +150,339 New
Stifel Financial
170
Stifel Financial
Missouri
$36.5M +$16.1M +64,609 +76%
MG
171
Markel Group
Virginia
$36M
Aberdeen Group
172
Aberdeen Group
United Kingdom
$35.9M -$55.1M -220,306 -60%
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
$35.3M -$6.25M -25,000 -15%
VDI
174
Vaughan David Investments
Illinois
$35.3M -$1.01M -4,031 -3%
AT
175
AMF Tjänstepension
Sweden
$35.2M -$13.9M -55,772 -28%