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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
Comerica Bank
201
Comerica Bank
Texas
$11.2M -$113K -812 -1%
Calamos Advisors
202
Calamos Advisors
Illinois
$10.9M -$4.82M -34,718 -32%
ERSOT
203
Employees Retirement System of Texas
Texas
$10.7M +$6.47M +46,600 +175%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$10.7M -$359K -2,584 -3%
SCM
205
Stevens Capital Management
Pennsylvania
$10.6M +$2.68M +19,294 +36%
NFA
206
Nationwide Fund Advisors
Ohio
$10.6M -$70.8K -510 -0.7%
TPSF
207
Texas Permanent School Fund
Texas
$10.6M -$426K -3,067 -4%
BI
208
BlueSpruce Investments
Illinois
$10.6M
MIFH
209
Migdal Insurance & Financial Holdings
Israel
$10.3M -$186K -1,343 -2%
ELI
210
Empire Life Investments
Ontario, Canada
$10.2M +$28.2K +203 +0.3%
Public Sector Pension Investment Board (PSP Investments)
211
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.95M -$4.12M -29,700 -30%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$9.85M -$384K -2,767 -4%
SCM
213
Sterling Capital Management
North Carolina
$9.68M -$7.64K -55 -0.1%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$9.62M +$3.53M +25,395 +63%
HR
215
Howe & Rusling
New York
$9.56M -$1.67M -12,000 -15%
Los Angeles Capital Management
216
Los Angeles Capital Management
California
$9.46M +$528K +3,800 +6%
CEP
217
Chicago Equity Partners
Illinois
$9.42M +$7.69M +55,355 +604%
CC
218
Cipher Capital
New York
$9.41M +$5.21M +37,511 +139%
ASRS
219
Arizona State Retirement System
Arizona
$9.34M
B
220
Barings
North Carolina
$9.33M +$6.74M +48,513 +315%
AIA
221
Avalon Investment & Advisory
Texas
$9.31M -$116K -837 -1%
PAM
222
Peak Asset Management
Colorado
$9.16M -$130K -937 -1%
NP
223
NS Partners
United Kingdom
$8.96M +$8.52M +61,345 New
FAF
224
Fjarde Ap-fonden
Sweden
$8.9M +$1.16M +8,372 +16%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$8.9M -$137K -986 -2%

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.