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S&P Global
SPGI

Overview Fund Activity

1,109 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 401 increasing their positions, 440 reducing their positions, and 108 closing their positions.

Holders
1,109
Holders Change
+5
Holders Change %
+0.45%
% of All Funds
24.5%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
125
Increased
401
Reduced
440
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$826M
2
Citigroup
2
Citigroup
New York
$371M
3
Capital International Investors
3
Capital International Investors
California
$800M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$578M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.83B

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
ECU
2
Egerton Capital (UK)
United Kingdom
$124M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.17B
4
VVP
4
Vulcan Value Partners
Alabama
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.1B
Name Market Value Shares Shares
Change 		Shares
Change %
RCWMU
26
Rothschild & Co Wealth Management (UK)
United Kingdom
$396M 1,617,241 +30,578 +2%
Wells Fargo
27
Wells Fargo
California
$389M 1,589,155 -155,961 -9%
Mawer Investment Management
28
Mawer Investment Management
Alberta, Canada
$389M 1,585,957 +9,684 +0.6%
Citigroup
29
Citigroup
New York
$371M 1,514,752 +1,241,663 +455%
Bank of America
30
Bank of America
North Carolina
$334M 1,362,923 +155,686 +13%
AllianceBernstein
31
AllianceBernstein
Tennessee
$324M 1,321,807 +20,695 +2%
IFP
32
Independent Franchise Partners
United Kingdom
$322M 1,314,255 -613,089 -32%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$297M 1,210,353 +591 +0%
Morgan Stanley
34
Morgan Stanley
New York
$296M 1,206,936 -417,638 -26%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$289M 1,179,129 +219,962 +23%
Principal Financial Group
36
Principal Financial Group
Iowa
$282M 1,152,226 +43,704 +4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$282M 1,149,108 -28,632 -2%
Charles Schwab
38
Charles Schwab
California
$271M 1,106,057 +7,018 +0.6%
UBS AM
39
UBS AM
Illinois
$247M 1,009,528 +150,187 +17%
PPA
40
Parametric Portfolio Associates
Washington
$245M 1,001,327 +69,651 +7%
NIPH
41
NN Investment Partners Holdings
Netherlands
$228M 928,650 -64,596 -7%
AAMU
42
Amundi Asset Management US
Massachusetts
$217M 886,749 +469,048 +112%
Deutsche Bank
43
Deutsche Bank
Germany
$216M 879,788 +62,633 +8%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$213M 869,990 +21,041 +2%
WRF
45
Waddell & Reed Financial
Kansas
$211M 862,035 +99,931 +13%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204M 831,214 -309,262 -27%
Swedbank
47
Swedbank
Sweden
$203M 827,274 -8,715 -1%
FAM
48
Fred Alger Management
New York
$202M 824,829 -8,697 -1%
Harris Associates
49
Harris Associates
Illinois
$200M 817,003 -43,707 -5%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$199M 811,103 +112,103 +16%
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