S&P Global
SPGI
753 hedge funds and large institutions have $32.2B invested in S&P Global in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 264 reducing their positions, and 37 closing their positions.
146% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 37
53% more call options, than puts
Call options by funds: $148M | Put options by funds: $96.8M
11% more capital invested
Capital invested by funds: $29B → $32.2B (+$3.2B)
6% more funds holding
Funds holding: 709 → 753 (+44)
3% more funds holding in top 10
Funds holding in top 10: 29 → 30 (+1)
0.21% less ownership
Funds ownership: 85.91% → 85.7% (-0.21%)
8% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 264
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$242M |
| 2 |
Janus Henderson Group
London,
|
+$237M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$124M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$97.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$95.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$250M |
| 2 |
O
OppenheimerFunds
New York
|
-$203M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$201M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$142M |
| 5 |
Two Sigma Investments
New York
|
-$97.4M |
SPGI Hedge Fund Activity: Q2 2017 in Review
753 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2017, worth a combined $32.2B — up 11% from $29B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SPGI positions and 37 closed out — a net gain of 54 holders — while 243 added to existing stakes and 264 trimmed.
The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.
- 753 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 709 in Q1 2017.
- Funds reported $32.2B of S&P Global stock for Q2 2017, up 11% quarter-over-quarter.
- 91 funds opened new S&P Global positions in Q2 2017 and 37 closed out, a net change of +54 holders.
- The largest S&P Global buyer in Q2 2017 was BlackRock, an estimated $242M added.
- The largest S&P Global seller in Q2 2017 was Jennison Associates, an estimated $250M sold.
Based on aggregated 13F filings for Q2 2017.