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S&P Global

1,114 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 402 increasing their positions, 441 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 108

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1.26% more ownership

Funds ownership: 83.11%84.37% (+1.3%)

1% more funds holding

Funds holding: 1,1071,114 (+7)

9% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 441

10% less capital invested

Capital invested by funds: $55.4B → $49.7B (-$5.72B)

10% less call options, than puts

Call options by funds: $217M | Put options by funds: $243M

Holders
1,114
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
24.55%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
127
Increased
402
Reduced
441
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
351
Macquarie Group
Australia
$6.45M +$5.66M +20,630 +363%
II
352
IFM Investors
Australia
$6.41M -$250K -911 -3%
PIM
353
Progressive Investment Management
Oregon
$6.4M +$60.3K +220 +0.8%
KCM
354
Kornitzer Capital Management
Kansas
$6.32M -$93K -339 -1%
Credit Agricole
355
Credit Agricole
France
$6.28M +$558K +2,034 +9%
FT
356
Fiduciary Trust
Massachusetts
$6.25M +$61.7K +225 +0.9%
B
357
BP
United Kingdom
$6.13M
MYAM
358
Meiji Yasuda Asset Management
Japan
$6.07M -$277K -1,010 -4%
BC
359
Brinker Capital
Pennsylvania
$6.04M -$870K -3,171 -11%
AII
360
AGF Investments Inc
Ontario, Canada
$6.02M +$218K +794 +3%
SAM
361
Securian Asset Management
Minnesota
$6.01M -$93K -339 -1%
Two Sigma Investments
362
Two Sigma Investments
New York
$5.99M -$54.3M -198,032 -89%
Creative Planning
363
Creative Planning
Kansas
$5.96M -$1.8M -6,559 -21%
AAF
364
Andra AP-fonden
Sweden
$5.93M +$1.01M +3,700 +18%
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$5.92M -$207K -753 -3%
BAM
366
Bell Asset Management
Australia
$5.89M +$1.39M +5,057 +27%
BAMF
367
BI Asset Management Fondsmaeglerselskab
Denmark
$5.81M +$2.31M +8,434 +55%
FC
368
Fulcrum Capital
Washington
$5.76M -$169K -617 -3%
SIA
369
Sit Investment Associates
Minnesota
$5.76M -$1.01M -3,675 -14%
WWM
370
Willingdon Wealth Management
North Carolina
$5.71M +$2.7M +9,851 +73%
AIM
371
Achmea Investment Management
Netherlands
$5.52M +$5.99M +21,854 +3,252%
WT
372
Washington Trust
Rhode Island
$5.49M +$6.15M +22,418 New
PIM
373
Penobscot Investment Management
Massachusetts
$5.48M -$130K -475 -2%
NEI
374
Northwest & Ethical Investments
Ontario, Canada
$5.48M +$2.49M +9,085 +68%
BBVA
375
Banco Bilbao Vizcaya Argentaria
Spain
$5.47M -$523K -1,906 -8%