S&P Global
SPGI
837 hedge funds and large institutions have $36.8B invested in S&P Global in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 287 increasing their positions, 255 reducing their positions, and 43 closing their positions.
214% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 43
85% more call options, than puts
Call options by funds: $179M | Put options by funds: $96.9M
13% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 255
11% more funds holding
Funds holding: 755 → 837 (+82)
8% more capital invested
Capital invested by funds: $34.2B → $36.8B (+$2.62B)
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
0.04% less ownership
Funds ownership: 85.3% → 85.26% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Tesuji Partners
Fort Lee,
New Jersey
|
+$174M |
| 2 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$141M |
| 3 |
JP Morgan Chase
New York
|
+$97.6M |
| 4 |
TP
Third Point
New York
|
+$89.8M |
| 5 |
Renaissance Technologies
New York
|
+$72.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$439M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$271M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$109M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$106M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$98.8M |
SPGI Hedge Fund Activity: Q4 2017 in Review
837 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2017, worth a combined $36.8B — up 7.7% from $34.2B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SPGI positions and 43 closed out — a net gain of 92 holders — while 287 added to existing stakes and 255 trimmed.
The largest buyer was Tesuji Partners, opening a new position worth an estimated $174M. The largest seller was Morgan Stanley, cutting an estimated $439M.
- 837 institutional investors held S&P Global (SPGI) as of Q4 2017, up from 755 in Q3 2017.
- Funds reported $36.8B of S&P Global stock for Q4 2017, up 7.7% quarter-over-quarter.
- 135 funds opened new S&P Global positions in Q4 2017 and 43 closed out, a net change of +92 holders.
- The largest S&P Global buyer in Q4 2017 was Tesuji Partners, an estimated $174M added.
- The largest S&P Global seller in Q4 2017 was Morgan Stanley, an estimated $439M sold.
Based on aggregated 13F filings for Q4 2017.