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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 %
DT
451
Diversified Trust
Tennessee
$4.72M -$136K -413 -3%
CIM
452
Chapman Investment Management
California
$4.69M +$416K +1,262 +10%
V
453
Veritable
Delaware
$4.68M -$373K -1,133 -7%
TC
454
TAP Consulting
Missouri
$4.66M +$882K +2,677 +23%
LC
455
Lunia Capital
Texas
$4.65M -$11.7M -35,529 -72%
QOP
456
Quinn Opportunity Partners
Virginia
$4.61M – – –
BBVA
457
Banco Bilbao Vizcaya Argentaria
Spain
$4.55M -$2.81M -8,515 -38%
AWM
458
AE Wealth Management
Kansas
$4.52M +$2.84M +8,621 +169%
William Blair & Company
459
William Blair & Company
Illinois
$4.46M +$926K +2,809 +26%
KRS
460
Kentucky Retirement Systems
Kentucky
$4.42M -$1.08M -3,280 -20%
VanEck Associates
461
VanEck Associates
New York
$4.4M -$1.43M -4,330 -24%
NMIMC
462
Northwestern Mutual Investment Management Company
Wisconsin
$4.36M +$167K +507 +4%
AssetMark Inc
463
AssetMark Inc
California
$4.36M +$4.16M +12,622 +2,097%
BC
464
Brookfield Corp
Ontario, Canada
$4.33M +$4.33M +13,154 New
BAM
465
Bell Asset Management
Australia
$4.27M -$3.65M -11,074 -46%
SS
466
Simplicity Solutions
Minnesota
$4.21M +$2.75M +8,336 +188%
CWS
467
Cypress Wealth Services
California
$4.16M -$3.63K -11 -0.1%
CCP
468
Cunning Capital Partners
North Carolina
$4.1M – – –
AC
469
Athanor Capital
New York
$4.09M +$3.3M +10,008 +417%
Cambridge Investment Research Advisors
470
Cambridge Investment Research Advisors
Iowa
$4.07M -$18.1K -55 -0.4%
MA
471
MUFG Americas
New York
$4.06M -$335K -1,016 -8%
SC
472
Scholtz & Company
Connecticut
$4.03M +$175K +530 +5%
AI
473
Atria Investments
North Carolina
$4.03M +$312K +946 +8%
SLI
474
Sumitomo Life Insurance
Japan
$4.01M -$1.48M -4,483 -27%
AL
475
AJO LP
Pennsylvania
$3.96M -$261K -792 -6%
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