We are live on ! Find out more
SPGI icon

S&P Global

908 hedge funds and large institutions have $41.1B invested in S&P Global in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 342 increasing their positions, 307 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $167M | Put options by funds: $97.1M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

11% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 307

1% more funds holding

Funds holding: 897908 (+11)

1.27% less ownership

Funds ownership: 85.15%83.88% (-1.3%)

5% less capital invested

Capital invested by funds: $43.4B → $41.1B (-$2.33B)

25% less funds holding in top 10

Funds holding in top 10: 5138 (-13)

Holders
908
Holders Change
+11
Holders Change %
+1.23%
% of All Funds
20.76%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.87%
New
81
Increased
342
Reduced
307
Closed
61
Calls
$167M
Puts
$97.1M
Net Calls
+$69.8M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
201
Jupiter Asset Management
United Kingdom
$19.9M +$2.63M +12,765 +14%
UCFA
202
United Capital Financial Advisors
Texas
$19.9M +$5.84M +28,279 +38%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$19.8M +$3.91M +18,919 +23%
MBI
204
Montrusco Bolton Investments
Quebec, Canada
$19.7M +$10.9M +53,027 +110%
State of Tennessee, Department of Treasury
205
State of Tennessee, Department of Treasury
Tennessee
$19.1M -$996K -4,823 -5%
RIG
206
Roosevelt Investment Group
New York
$18.9M -$115K -556 -0.6%
NAM
207
Nissay Asset Management
Japan
$18.8M +$154K +744 +0.8%
Calamos Advisors
208
Calamos Advisors
Illinois
$18.2M -$11.5M -55,881 -37%
NLGIA
209
Nippon Life Global Investors Americas
New York
$18M -$1.58M -7,640 -8%
MAM
210
Martingale Asset Management
Massachusetts
$18M -$892K -4,323 -4%
Nomura Asset Management
211
Nomura Asset Management
Japan
$17.7M -$98.7K -478 -0.5%
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$17.5M -$27.7M -134,304 -60%
ICP
213
Ironvine Capital Partners
Nebraska
$17.5M +$1.26M +6,115 +7%
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$17.3M +$2.47M +11,964 +16%
M&T Bank
215
M&T Bank
New York
$17.3M -$481K -2,328 -3%
ASRS
216
Arizona State Retirement System
Arizona
$17.2M +$120K +580 +0.7%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$17M +$1.22M +5,900 +7%
QT
218
Quantbot Technologies
New York
$15.5M +$16.3M +79,131 New
TAM
219
Tocqueville Asset Management
New York
$14.7M +$1.69M +8,170 +12%
Squarepoint
220
Squarepoint
New York
$14.6M +$10.5M +50,692 +211%
SCM
221
Stevens Capital Management
Pennsylvania
$14.4M +$15.2M +73,668 New
SH
222
SeaTown Holdings
Singapore
$14.4M +$15.2M +73,496 New
MIM
223
MetLife Investment Management
New Jersey
$14.3M -$168K -814 -1%
QIM
224
Quest Investment Management
Oregon
$14.3M +$1.01M +4,903 +7%
OPERF
225
Oregon Public Employees Retirement Fund
Oregon
$14.2M +$92.7K +449 +0.6%

SPGI Hedge Fund Activity: Q3 2018 in Review

908 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2018, worth a combined $41.1B — down 5.4% from $43.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPGI positions and 61 closed out — a net gain of 20 holders — while 342 added to existing stakes and 307 trimmed.

The largest buyer was Jennison Associates, adding an estimated $464M. The largest seller was Artisan Partners, cutting an estimated $406M.

  • 908 institutional investors held S&P Global (SPGI) as of Q3 2018, up from 897 in Q2 2018.
  • Funds reported $41.1B of S&P Global stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 81 funds opened new S&P Global positions in Q3 2018 and 61 closed out, a net change of +20 holders.
  • The largest S&P Global buyer in Q3 2018 was Jennison Associates, an estimated $464M added.
  • The largest S&P Global seller in Q3 2018 was Artisan Partners, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2018.