S&P Global
SPGI
709 hedge funds and large institutions have $29B invested in S&P Global in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 207 increasing their positions, 282 reducing their positions, and 51 closing their positions.
96% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 51
22% more capital invested
Capital invested by funds: $23.9B → $29B (+$5.15B)
16% more funds holding in top 10
Funds holding in top 10: 25 → 29 (+4)
6% more funds holding
Funds holding: 671 → 709 (+38)
10% more call options, than puts
Call options by funds: $91.7M | Put options by funds: $83.5M
0.15% more ownership
Funds ownership: 85.75% → 85.91% (+0.15%)
27% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 282
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
709 of the 4,034 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: 100 funds opened new SPGI positions and 51 closed out — a net gain of 49 holders — while 207 added to existing stakes and 282 trimmed.
The largest buyer was BlackRock, adding an estimated $1.82B. The largest seller was Morgan Stanley, cutting an estimated $295M.
- 709 institutional investors held S&P Global (SPGI) as of Q1 2017, up from 671 in Q4 2016.
- Funds reported $29B of S&P Global stock for Q1 2017, up 22% quarter-over-quarter.
- 100 funds opened new S&P Global positions in Q1 2017 and 51 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.