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S&P Global
SPGI

Overview Fund Activity

622 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.

Holders
622
Holders Change
+53
Holders Change %
+9.31%
% of All Funds
16.62%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.69%
New
99
Increased
200
Reduced
208
Closed
43
Calls
$94.7M
Puts
$153M
Net Calls
-$58.1M
Net Calls Change
-$78.8M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.7B
2
UIM
2
USS Investment Management
United Kingdom
$153M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.6M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$613M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$533M

Top Sellers

1
GE
1
General Electric
Ohio
$0
2
Jennison Associates
2
Jennison Associates
New York
$626M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.06B
4
ECU
4
Egerton Capital (UK)
United Kingdom
$632M
5
UBS AM
5
UBS AM
Illinois
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B 18,310,668 +420,738 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.11B 16,691,711 -6,712 -0%
State Street
3
State Street
Massachusetts
$1.7B 13,399,838 +2,123,088 +19%
Morgan Stanley
4
Morgan Stanley
New York
$1.06B 8,349,183 -993,488 -11%
Artisan Partners
5
Artisan Partners
Wisconsin
$994M 7,855,311 +49,779 +0.6%
BIT
6
BlackRock Institutional Trust
California
$941M 7,438,903 +623,963 +9%
O
7
OppenheimerFunds
New York
$810M 6,401,569 -384,142 -6%
Edgewood Management
8
Edgewood Management
Connecticut
$761M 6,009,268 +39,277 +0.7%
Ameriprise
9
Ameriprise
Minnesota
$686M 5,423,042 -31,441 -0.6%
IFP
10
Independent Franchise Partners
United Kingdom
$636M 5,022,450 +80,629 +2%
ECU
11
Egerton Capital (UK)
United Kingdom
$632M 4,994,022 -706,066 -12%
Jennison Associates
12
Jennison Associates
New York
$626M 4,944,650 -1,363,113 -22%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$613M 4,845,759 +660,468 +16%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$533M 4,207,718 +631,692 +18%
CCM
15
Cantillon Capital Management
New York
$489M 3,866,258 -18,000 -0.5%
Deutsche Bank
16
Deutsche Bank
Germany
$449M 3,547,022 -74,453 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$413M 3,265,728 +67,458 +2%
Northern Trust
18
Northern Trust
Illinois
$407M 3,219,650 -64,908 -2%
BFA
19
BlackRock Fund Advisors
California
$406M 3,207,948 +124,834 +4%
IAM
20
Iridian Asset Management
Connecticut
$398M 3,148,195 -123,426 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$323M 2,554,177 +2,078 +0.1%
Capital International Investors
22
Capital International Investors
California
$309M 2,441,443 -300,000 -11%
JHIU
23
Janus Henderson Investors US
Colorado
$308M 2,432,374 +174,044 +8%
Invesco
24
Invesco
Georgia
$304M 2,403,093 -122,646 -5%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$300M 2,366,496 +207,388 +10%
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