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S&P Global
SPGI

Overview Fund Activity

754 hedge funds and large institutions have $34.2B invested in S&P Global in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 266 increasing their positions, 274 reducing their positions, and 38 closing their positions.

Holders
754
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
18.83%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.72%
New
50
Increased
266
Reduced
274
Closed
38
Calls
$207M
Puts
$176M
Net Calls
+$31.2M
Net Calls Change
-$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$129M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$389M
3
American Century Companies
3
American Century Companies
Missouri
$185M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$92.5M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$82.5M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$898M
2
IFP
2
Independent Franchise Partners
United Kingdom
$589M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.73B
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$51.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.13B 20,026,485 +251,601 +1%
BlackRock
2
BlackRock
New York
$2.76B 17,676,689 +479,501 +3%
State Street
3
State Street
Massachusetts
$2.04B 13,060,911 -422,444 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.73B 11,051,060 -935,692 -8%
Morgan Stanley
5
Morgan Stanley
New York
$1.02B 6,513,079 -76,807 -1%
Edgewood Management
6
Edgewood Management
Connecticut
$942M 6,025,481 +141,206 +2%
Artisan Partners
7
Artisan Partners
Wisconsin
$898M 5,746,901 -1,343,098 -19%
O
8
OppenheimerFunds
New York
$736M 4,709,526 -42,914 -0.9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$688M 4,421,615 +153,761 +4%
ECU
10
Egerton Capital (UK)
United Kingdom
$656M 4,198,448 +34,484 +0.8%
Deutsche Bank
11
Deutsche Bank
Germany
$632M 4,043,141 +203,373 +5%
Ameriprise
12
Ameriprise
Minnesota
$627M 4,012,197 -30,804 -0.8%
IFP
13
Independent Franchise Partners
United Kingdom
$589M 3,769,543 -1,215,208 -24%
CCM
14
Cantillon Capital Management
New York
$539M 3,449,746 -108,987 -3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$490M 3,136,608 -306,704 -9%
Northern Trust
16
Northern Trust
Illinois
$488M 3,125,122 +193,411 +7%
Principal Financial Group
17
Principal Financial Group
Iowa
$488M 3,122,342 -55,212 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$405M 2,593,599 -35,643 -1%
AllianceBernstein
19
AllianceBernstein
Tennessee
$389M 2,489,059 +651,705 +35%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$372M 2,385,751 +72,181 +3%
IAM
21
Iridian Asset Management
Connecticut
$345M 2,206,774 -143,301 -6%
Capital International Investors
22
Capital International Investors
California
$345M 2,206,505 +36,562 +2%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$338M 2,159,707 +292,805 +16%
Invesco
24
Invesco
Georgia
$307M 1,963,653 +334,524 +21%
Norges Bank
25
Norges Bank
Norway
$305M 1,948,486 +206,042 +12%
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