S&P Global
SPGI
885 hedge funds and large institutions have $41.5B invested in S&P Global in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 300 increasing their positions, 316 reducing their positions, and 52 closing their positions.
112% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 52
59% more funds holding in top 10
Funds holding in top 10: 29 → 46 (+17)
15% more call options, than puts
Call options by funds: $197M | Put options by funds: $171M
13% more capital invested
Capital invested by funds: $36.8B → $41.5B (+$4.69B)
6% more funds holding
Funds holding: 837 → 885 (+48)
1.9% more ownership
Funds ownership: 85.26% → 87.16% (+1.9%)
5% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 316
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$182M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$172M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$136M |
| 4 |
JP Morgan Chase
New York
|
+$130M |
| 5 |
Goldman Sachs
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$301M |
| 2 |
Morgan Stanley
New York
|
-$256M |
| 3 |
State Street
Boston,
Massachusetts
|
-$229M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$113M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$97.5M |
SPGI Hedge Fund Activity: Q1 2018 in Review
885 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2018, worth a combined $41.5B — up 13% from $36.8B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new SPGI positions and 52 closed out — a net gain of 58 holders — while 300 added to existing stakes and 316 trimmed.
The largest buyer was Rothschild & Co Wealth Management (UK), opening a new position worth an estimated $182M. The largest seller was Artisan Partners, cutting an estimated $301M.
- 885 institutional investors held S&P Global (SPGI) as of Q1 2018, up from 837 in Q4 2017.
- Funds reported $41.5B of S&P Global stock for Q1 2018, up 13% quarter-over-quarter.
- 110 funds opened new S&P Global positions in Q1 2018 and 52 closed out, a net change of +58 holders.
- The largest S&P Global buyer in Q1 2018 was Rothschild & Co Wealth Management (UK), an estimated $182M added.
- The largest S&P Global seller in Q1 2018 was Artisan Partners, an estimated $301M sold.
Based on aggregated 13F filings for Q1 2018.