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S&P Global

752 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, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

54% more call options, than puts

Call options by funds: $148M | Put options by funds: $96M

11% more capital invested

Capital invested by funds: $29B → $32.2B (+$3.21B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

6% more funds holding

Funds holding: 708752 (+44)

0.18% less ownership

Funds ownership: 85.78%85.61% (-0.18%)

8% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 263

Holders
752
Holders Change
+44
Holders Change %
+6.21%
% of All Funds
18.75%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.75%
New
91
Increased
243
Reduced
263
Closed
37
Calls
$148M
Puts
$96M
Net Calls
+$51.8M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.89B +$52.7M +379,537 +2%
BlackRock
2
BlackRock
New York
$2.51B +$242M +1,744,482 +11%
State Street
3
State Street
Massachusetts
$1.97B -$80.3M -578,097 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.75B +$542K +3,903 +0%
Artisan Partners
5
Artisan Partners
Wisconsin
$1.04B +$2.6M +18,758 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$962M +$44.5M +320,505 +5%
Edgewood Management
7
Edgewood Management
Connecticut
$859M +$41.1M +296,072 +5%
IFP
8
Independent Franchise Partners
United Kingdom
$728M +$4.26M +30,708 +0.6%
O
9
OppenheimerFunds
New York
$694M -$203M -1,458,664 -23%
JP Morgan Chase
10
JP Morgan Chase
New York
$623M +$34.8M +250,627 +6%
ECU
11
Egerton Capital (UK)
United Kingdom
$608M -$201M -1,447,433 -26%
Ameriprise
12
Ameriprise
Minnesota
$590M -$15.1M -108,758 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$561M -$25.4M -183,266 -5%
CCM
14
Cantillon Capital Management
New York
$520M -$21.4M -154,433 -4%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$503M +$43.9M +316,253 +10%
Principal Financial Group
16
Principal Financial Group
Iowa
$464M -$2.06M -14,832 -0.5%
Northern Trust
17
Northern Trust
Illinois
$428M -$9.2M -66,262 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$384M -$30M -216,135 -8%
IAM
19
Iridian Asset Management
Connecticut
$343M -$74.1M -533,625 -19%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$337M +$2.68M +19,337 +0.8%
Capital International Investors
21
Capital International Investors
California
$317M
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$273M -$3.15M -22,687 -1%
AllianceBernstein
23
AllianceBernstein
Tennessee
$268M +$97.2M +700,194 +62%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$255M +$237M +1,709,993 +4,882%
Norges Bank
25
Norges Bank
Norway
$254M +$49.8M +358,589 +26%

SPGI Hedge Fund Activity: Q2 2017 in Review

752 of the 4,011 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 263 trimmed.

The largest buyer was BlackRock, adding an estimated $242M. The largest seller was Jennison Associates, cutting an estimated $250M.

  • 752 institutional investors held S&P Global (SPGI) as of Q2 2017, up from 708 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.