S&P Global
SPGI
623 hedge funds and large institutions have $28.5B invested in S&P Global in 2016 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 208 reducing their positions, and 43 closing their positions.
133% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 43
17% more capital invested
Capital invested by funds: $24.3B → $28.5B (+$4.24B)
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
9% more funds holding
Funds holding: 569 → 623 (+54)
0.81% more ownership
Funds ownership: 85.52% → 86.33% (+0.81%)
4% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 208
38% less call options, than puts
Call options by funds: $94.7M | Put options by funds: $153M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$255M |
| 2 |
UIM
USS Investment Management
London,
United Kingdom
|
+$145M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$84.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$83.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$79.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GE
General Electric
Evendale,
Ohio
|
-$218M |
| 2 |
Jennison Associates
New York
|
-$164M |
| 3 |
Morgan Stanley
New York
|
-$119M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$84.8M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$83M |
SPGI Hedge Fund Activity: Q3 2016 in Review
623 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2016, worth a combined $28.5B — up 17% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SPGI positions and 43 closed out — a net gain of 57 holders — while 200 added to existing stakes and 208 trimmed.
The largest buyer was State Street, adding an estimated $255M. The largest seller was General Electric, exiting entirely with an estimated $218M sold.
- 623 institutional investors held S&P Global (SPGI) as of Q3 2016, up from 569 in Q2 2016.
- Funds reported $28.5B of S&P Global stock for Q3 2016, up 17% quarter-over-quarter.
- 100 funds opened new S&P Global positions in Q3 2016 and 43 closed out, a net change of +57 holders.
- The largest S&P Global buyer in Q3 2016 was State Street, an estimated $255M added.
- The largest S&P Global seller in Q3 2016 was General Electric, an estimated $218M sold.
Based on aggregated 13F filings for Q3 2016.