S&P Global
SPGI
963 hedge funds and large institutions have $47.4B invested in S&P Global in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 339 increasing their positions, 358 reducing their positions, and 57 closing their positions.
79% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 57
8% more capital invested
Capital invested by funds: $43.9B → $47.4B (+$3.46B)
4% more funds holding
Funds holding: 928 → 963 (+35)
0.2% less ownership
Funds ownership: 84.84% → 84.63% (-0.2%)
5% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 358
9% less funds holding in top 10
Funds holding in top 10: 46 → 42 (-4)
12% less call options, than puts
Call options by funds: $221M | Put options by funds: $252M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$989M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$644M |
| 3 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$359M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$218M |
| 5 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$254M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$223M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$152M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$121M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$103M |
SPGI Hedge Fund Activity: Q2 2019 in Review
963 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2019, worth a combined $47.4B — up 7.9% from $43.9B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SPGI positions and 57 closed out — a net gain of 45 holders — while 339 added to existing stakes and 358 trimmed.
The largest buyer was Invesco, adding an estimated $989M. The largest seller was Lone Pine Capital, cutting an estimated $254M.
- 963 institutional investors held S&P Global (SPGI) as of Q2 2019, up from 928 in Q1 2019.
- Funds reported $47.4B of S&P Global stock for Q2 2019, up 7.9% quarter-over-quarter.
- 102 funds opened new S&P Global positions in Q2 2019 and 57 closed out, a net change of +45 holders.
- The largest S&P Global buyer in Q2 2019 was Invesco, an estimated $989M added.
- The largest S&P Global seller in Q2 2019 was Lone Pine Capital, an estimated $254M sold.
Based on aggregated 13F filings for Q2 2019.