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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
WI
176
Wafra Inc
New York
$17M -$1.2M -8,650 -7%
MBI
177
Montrusco Bolton Investments
Quebec, Canada
$16.5M -$79.4K -572 -0.5%
PWAG
178
Polaris Wealth Advisory Group
California
$16.4M +$200K +1,439 +1%
TD Asset Management
179
TD Asset Management
Ontario, Canada
$16.2M -$1.06M -7,669 -6%
Squarepoint
180
Squarepoint
New York
$16M -$4.45M -32,063 -23%
CCA
181
Catalyst Capital Advisors
New York
$15.5M +$12.6M +91,000 +599%
RFS
182
Rockefeller Financial Services
New York
$15.4M
BVDMP
183
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$15.3M -$3.47M -25,000 -19%
DnB Asset Management
184
DnB Asset Management
Norway
$15.3M +$2.79M +20,100 +24%
AIG
185
American International Group
New York
$15M +$127K +918 +0.9%
Barclays
186
Barclays
United Kingdom
$15M +$1.04M +7,478 +8%
VOYA Investment Management
187
VOYA Investment Management
Georgia
$14.9M +$214K +1,539 +2%
CPC
188
Cookson Peirce & Co
Pennsylvania
$14.6M +$13.9M +100,090 New
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
$14.6M -$8.24M -59,338 -37%
Nomura Asset Management
190
Nomura Asset Management
Japan
$14.4M -$2.53M -18,247 -16%
DekaBank Deutsche Girozentrale
191
DekaBank Deutsche Girozentrale
Germany
$14.1M +$13.3M +95,430 New
Russell Investments Group
192
Russell Investments Group
United Kingdom
$13.7M +$3.69M +26,551 +39%
AAMU
193
Amundi Asset Management US
Massachusetts
$13.7M +$5.07M +36,495 +64%
M&T Bank
194
M&T Bank
New York
$13.5M -$362K -2,606 -3%
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$13.4M +$2.29M +16,503 +22%
CA
196
Cullinan Associates
Kentucky
$13.1M +$12.5M +90,000 New
RIG
197
Roosevelt Investment Group
New York
$12.6M -$495K -3,566 -4%
USAA
198
United Services Automobile Association
Texas
$12.4M
SAM
199
Shell Asset Management
Netherlands
$12M -$4.51M -32,510 -28%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$11.9M +$11.2K +81 +0.1%

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.