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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
Two Sigma Investments
176
Two Sigma Investments
New York
$28.6M +$23.9M +123,527 +988%
KBC Group
177
KBC Group
Belgium
$28.5M -$247K -1,276 -0.9%
CM
178
Castleark Management
Illinois
$28.4M -$1.96M -10,120 -7%
DAM
179
Delta Asset Management
Tennessee
$28M -$806K -4,164 -3%
RG
180
Renaissance Group
Kentucky
$27M +$3.68M +18,980 +17%
RJA
181
Raymond James & Associates
Florida
$26.1M +$3.64M +18,800 +18%
LC
182
Lunia Capital
Texas
$25.8M +$1.73M +8,953 +8%
PAMU
183
Pictet Asset Management (UK)
United Kingdom
$25.8M -$1.1M -5,700 -4%
SIC
184
Schwartz Investment Counsel
Michigan
$24.4M +$7.75M +40,000 +53%
Point72 Asset Management
185
Point72 Asset Management
Connecticut
$24.3M +$22.4M +115,550 New
CB
186
Commerce Bank
Missouri
$24.2M +$823K +4,248 +4%
FWIA
187
Fort Washington Investment Advisors
Ohio
$23.7M -$5.9M -30,463 -21%
DnB Asset Management
188
DnB Asset Management
Norway
$23.1M -$303K -1,566 -1%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$23.1M -$290K -1,500 -1%
SBH
190
Segall Bryant & Hamill
Illinois
$22.5M +$4.89M +25,259 +31%
SGI
191
Summit Global Investments
Utah
$22.5M -$470K -2,429 -2%
A
192
AustralianSuper
Australia
$22M -$2.86M -14,786 -12%
AIG
193
American International Group
New York
$21.6M -$279K -1,440 -1%
Royal London Asset Management
194
Royal London Asset Management
United Kingdom
$21.4M -$1.65M -8,534 -8%
PAM
195
Panagora Asset Management
Massachusetts
$21.2M -$57M -294,098 -75%
RHAM
196
Round Hill Asset Management
California
$21.1M -$384K -1,985 -2%
SCM
197
Sirios Capital Management
Massachusetts
$20.6M -$3.98M -20,571 -17%
Nomura Asset Management
198
Nomura Asset Management
Japan
$20.6M -$1.01M -5,208 -5%
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
$20.2M +$10.3M +53,000 +123%
ICP
200
Ironvine Capital Partners
Nebraska
$20M -$1.04M -5,368 -5%

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.