S&P Global
SPGI
708 hedge funds and large institutions have $29B invested in S&P Global in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 207 increasing their positions, 283 reducing their positions, and 50 closing their positions.
98% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 50
22% more capital invested
Capital invested by funds: $23.9B → $29B (+$5.14B)
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
10% more call options, than puts
Call options by funds: $91.5M | Put options by funds: $82.8M
6% more funds holding
Funds holding: 670 → 708 (+38)
0.15% more ownership
Funds ownership: 85.63% → 85.78% (+0.15%)
27% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 283
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.82B |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$150M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$129M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$127M |
| 5 |
Swedbank
Stockholm,
Sweden
|
+$96.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$295M |
| 2 |
Jennison Associates
New York
|
-$245M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$163M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$147M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$126M |
SPGI Hedge Fund Activity: Q1 2017 in Review
708 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2017, worth a combined $29B — up 22% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new SPGI positions and 50 closed out — a net gain of 49 holders — while 207 added to existing stakes and 283 trimmed.
The largest buyer was BlackRock, adding an estimated $1.82B. The largest seller was Morgan Stanley, cutting an estimated $295M.
- 708 institutional investors held S&P Global (SPGI) as of Q1 2017, up from 670 in Q4 2016.
- Funds reported $29B of S&P Global stock for Q1 2017, up 22% quarter-over-quarter.
- 99 funds opened new S&P Global positions in Q1 2017 and 50 closed out, a net change of +49 holders.
- The largest S&P Global buyer in Q1 2017 was BlackRock, an estimated $1.82B added.
- The largest S&P Global seller in Q1 2017 was Morgan Stanley, an estimated $295M sold.
Based on aggregated 13F filings for Q1 2017.