S&P Global
SPGI
896 hedge funds and large institutions have $43.5B invested in S&P Global in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 56 closing their positions.
60% more call options, than puts
Call options by funds: $136M | Put options by funds: $85M
38% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 56
11% more funds holding in top 10
Funds holding in top 10: 46 → 51 (+5)
1% more funds holding
Funds holding: 885 → 896 (+11)
5% more capital invested
Capital invested by funds: $41.5B → $43.5B (+$2B)
6% less repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 327
2.02% less ownership
Funds ownership: 87.16% → 85.14% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$128M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$127M |
| 3 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$96.9M |
| 4 |
Renaissance Technologies
New York
|
+$75.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$75.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$266M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$249M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$188M |
| 4 |
D.E. Shaw & Co
New York
|
-$120M |
| 5 |
Morgan Stanley
New York
|
-$95.2M |
SPGI Hedge Fund Activity: Q2 2018 in Review
896 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2018, worth a combined $43.5B — up 4.8% from $41.5B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SPGI positions and 56 closed out — a net gain of 21 holders — while 309 added to existing stakes and 327 trimmed.
The largest buyer was APG Asset Management, adding an estimated $128M. The largest seller was Artisan Partners, cutting an estimated $266M.
- 896 institutional investors held S&P Global (SPGI) as of Q2 2018, up from 885 in Q1 2018.
- Funds reported $43.5B of S&P Global stock for Q2 2018, up 4.8% quarter-over-quarter.
- 77 funds opened new S&P Global positions in Q2 2018 and 56 closed out, a net change of +21 holders.
- The largest S&P Global buyer in Q2 2018 was APG Asset Management, an estimated $128M added.
- The largest S&P Global seller in Q2 2018 was Artisan Partners, an estimated $266M sold.
Based on aggregated 13F filings for Q2 2018.