S&P Global
SPGI
1,000 hedge funds and large institutions have $50.2B invested in S&P Global in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 336 increasing their positions, 384 reducing their positions, and 65 closing their positions.
65% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 65
19% more funds holding in top 10
Funds holding in top 10: 42 → 50 (+8)
6% more capital invested
Capital invested by funds: $47.4B → $50.2B (+$2.76B)
4% more funds holding
Funds holding: 964 → 1,000 (+36)
1.44% less ownership
Funds ownership: 84.62% → 83.19% (-1.4%)
13% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 384
31% less call options, than puts
Call options by funds: $303M | Put options by funds: $440M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$324M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$243M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$220M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$152M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
-$401M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$328M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$317M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$194M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$155M |
SPGI Hedge Fund Activity: Q3 2019 in Review
1,000 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2019, worth a combined $50.2B — up 5.8% from $47.4B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new SPGI positions and 65 closed out — a net gain of 42 holders — while 336 added to existing stakes and 384 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $324M. The largest seller was Rothschild & Co Wealth Management (UK), cutting an estimated $401M.
- 1,000 institutional investors held S&P Global (SPGI) as of Q3 2019, up from 964 in Q2 2019.
- Funds reported $50.2B of S&P Global stock for Q3 2019, up 5.8% quarter-over-quarter.
- 107 funds opened new S&P Global positions in Q3 2019 and 65 closed out, a net change of +42 holders.
- The largest S&P Global buyer in Q3 2019 was Capital Research Global Investors, an estimated $324M added.
- The largest S&P Global seller in Q3 2019 was Rothschild & Co Wealth Management (UK), an estimated $401M sold.
Based on aggregated 13F filings for Q3 2019.