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S&P Global
SPGI

Overview Fund Activity

1,174 hedge funds and large institutions have $66.6B invested in S&P Global in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 380 increasing their positions, 464 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,174
Holders Change
+65
Holders Change %
+5.86%
% of All Funds
24.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.34%
New
142
Increased
380
Reduced
464
Closed
69
Calls
$377M
Puts
$501M
Net Calls
-$123M
Net Calls Change
-$98.2M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$277M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$236M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$220M
4
Capital International Investors
Capital International Investors
California
+$189M
5
Jennison Associates
Jennison Associates
New York
+$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$322M
2
Citigroup
Citigroup
New York
-$310M
3
Invesco
Invesco
Georgia
-$142M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$134M
5
ECU
Egerton Capital (UK)
United Kingdom
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
276
KeyBank National Association
Ohio
$15.9M +$333K +1,011 +2%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$15.9M – – –
CA
278
Claar Advisors
New York
$15.9M – – –
PAM
279
Peak Asset Management
Colorado
$15.5M -$900K -2,732 -5%
Calamos Advisors
280
Calamos Advisors
Illinois
$15.4M -$987K -2,995 -6%
IG
281
Ithaka Group
Virginia
$15.4M +$106K +321 +0.7%
Two Sigma Investments
282
Two Sigma Investments
New York
$15.3M +$7.29M +22,121 +91%
OSIA
283
O'Shares Investment Advisers
Massachusetts
$15.1M +$15.1M +45,969 New
URS
284
Utah Retirement Systems
Utah
$15.1M -$329K -1,000 -2%
EWA
285
Exencial Wealth Advisors
Oklahoma
$14.9M +$8.02M +24,344 +116%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$14.9M -$411K -1,247 -3%
DCM
287
Dupont Capital Management
Delaware
$14.9M +$661K +2,007 +5%
NONA
288
Ninety One North America
New York
$14.9M -$19.7M -59,796 -57%
RIG
289
Roosevelt Investment Group
New York
$14.7M -$4.89M -14,850 -25%
BCM
290
Barometer Capital Management
Ontario, Canada
$14.7M +$3.66M +11,095 +33%
WCA
291
Waratah Capital Advisors
Ontario, Canada
$14.7M +$14.7M +44,527 New
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$14.7M +$7.38M +22,386 +101%
RJFSA
293
Raymond James Financial Services Advisors
Florida
$14.6M -$641K -1,945 -4%
Brown Advisory
294
Brown Advisory
Maryland
$14.5M -$1.24M -3,752 -8%
X
295
Xponance
Pennsylvania
$14.5M +$14.5M +43,966 New
OCAM
296
Onex Canada Asset Management
Ontario, Canada
$14.3M -$994K -3,015 -6%
AAM
297
Advisors Asset Management
Colorado
$14M +$1.02M +3,109 +8%
TPSF
298
Texas Permanent School Fund
Texas
$14M -$637K -1,934 -4%
MLICM
299
Metropolitan Life Insurance Company (MetLife)
New York
$13.8M -$1.85M -5,607 -12%
PI
300
PineBridge Investments
New York
$13.8M +$185K +560 +1%
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