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S&P Global
SPGI

569 hedge funds and large institutions have $24.3B invested in S&P Global in 2016 Q2 according to their latest regulatory filings, with 569 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.52% more ownership

Funds ownership: 0% → 85.52% (+86%)

79% more call options, than puts

Call options by funds: $47.1M | Put options by funds: $26.4M

Holders
569
Holders Change
+569
Holders Change %
–
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+23
Holding in Top 10 Change %
% of All Funds
0.61%
New
569
Increased
–
Reduced
–
Closed
–
Calls
$47.1M
Puts
$26.4M
Net Calls
+$20.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.79B
3
State Street
State Street
Massachusetts
+$1.21B
4
Morgan Stanley
Morgan Stanley
New York
+$1B
5
Artisan Partners
Artisan Partners
Wisconsin
+$838M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B +$1.92B +17,889,930 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.79B +$1.79B +16,698,423 New
State Street
3
State Street
Massachusetts
$1.21B +$1.21B +11,276,750 New
Morgan Stanley
4
Morgan Stanley
New York
$1B +$1B +9,342,671 New
Artisan Partners
5
Artisan Partners
Wisconsin
$837M +$838M +7,805,532 New
BIT
6
BlackRock Institutional Trust
California
$731M +$731M +6,814,940 New
O
7
OppenheimerFunds
New York
$728M +$728M +6,785,711 New
Jennison Associates
8
Jennison Associates
New York
$677M +$677M +6,307,763 New
Edgewood Management
9
Edgewood Management
Connecticut
$640M +$641M +5,969,991 New
ECU
10
Egerton Capital (UK)
United Kingdom
$611M +$612M +5,700,088 New
Ameriprise
11
Ameriprise
Minnesota
$585M +$585M +5,454,483 New
IFP
12
Independent Franchise Partners
United Kingdom
$530M +$530M +4,941,821 New
Wellington Management Group
13
Wellington Management Group
Massachusetts
$449M +$449M +4,185,291 New
CCM
14
Cantillon Capital Management
New York
$417M +$417M +3,884,258 New
Deutsche Bank
15
Deutsche Bank
Germany
$388M +$389M +3,621,475 New
JP Morgan Chase
16
JP Morgan Chase
New York
$384M +$384M +3,576,026 New
Northern Trust
17
Northern Trust
Illinois
$352M +$353M +3,284,558 New
IAM
18
Iridian Asset Management
Connecticut
$351M +$351M +3,271,621 New
Principal Financial Group
19
Principal Financial Group
Iowa
$343M +$343M +3,198,270 New
BFA
20
BlackRock Fund Advisors
California
$331M +$331M +3,083,114 New
Capital International Investors
21
Capital International Investors
California
$294M +$294M +2,741,443 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$274M +$274M +2,552,099 New
Invesco
23
Invesco
Georgia
$271M +$271M +2,525,739 New
JHIU
24
Janus Henderson Investors US
Colorado
$242M +$242M +2,258,330 New
AllianceBernstein
25
AllianceBernstein
Tennessee
$234M +$234M +2,177,315 New
1
2 3 4 5

SPGI Hedge Fund Activity: Q2 2016 in Review

569 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2016, worth a combined $24.3B.

Buyers outnumbered sellers: 569 funds opened new SPGI positions and 0 closed out — a net gain of 569 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.92B.

  • 569 institutional investors held S&P Global (SPGI) as of Q2 2016, up from 0 in Q1 2016.
  • Funds reported $24.3B of S&P Global stock for Q2 2016.
  • 569 funds opened new S&P Global positions in Q2 2016 and 0 closed out, a net change of +569 holders.
  • The largest S&P Global buyer in Q2 2016 was Vanguard Group, an estimated $1.92B added.

Based on aggregated 13F filings for Q2 2016.