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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
RCWMU
26
Rothschild & Co Wealth Management (UK)
United Kingdom
$396M +$8.39M +30,578 +2%
Wells Fargo
27
Wells Fargo
California
$389M -$42.8M -155,961 -9%
Mawer Investment Management
28
Mawer Investment Management
Alberta, Canada
$389M +$2.66M +9,684 +0.6%
Citigroup
29
Citigroup
New York
$371M +$341M +1,241,663 +455%
Bank of America
30
Bank of America
North Carolina
$334M +$42.7M +155,686 +13%
AllianceBernstein
31
AllianceBernstein
Tennessee
$324M +$5.68M +20,695 +2%
IFP
32
Independent Franchise Partners
United Kingdom
$322M -$168M -613,089 -32%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$297M +$162K +591 +0%
Morgan Stanley
34
Morgan Stanley
New York
$296M -$115M -417,638 -26%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$289M +$60.3M +219,962 +23%
Principal Financial Group
36
Principal Financial Group
Iowa
$282M +$12M +43,704 +4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$282M -$7.85M -28,632 -2%
Charles Schwab
38
Charles Schwab
California
$271M +$1.93M +7,018 +0.6%
UBS AM
39
UBS AM
Illinois
$247M +$41.2M +150,187 +17%
PPA
40
Parametric Portfolio Associates
Washington
$245M +$19.1M +69,651 +7%
NIPH
41
NN Investment Partners Holdings
Netherlands
$228M -$17.7M -64,596 -7%
AAMU
42
Amundi Asset Management US
Massachusetts
$217M +$129M +469,048 +112%
Deutsche Bank
43
Deutsche Bank
Germany
$216M +$17.2M +62,633 +8%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$213M +$5.77M +21,041 +2%
WRF
45
Waddell & Reed Financial
Kansas
$211M +$27.4M +99,931 +13%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204M -$84.8M -309,262 -27%
Swedbank
47
Swedbank
Sweden
$203M -$2.39M -8,715 -1%
FAM
48
Fred Alger Management
New York
$202M -$2.39M -8,697 -1%
Harris Associates
49
Harris Associates
Illinois
$200M -$12M -43,707 -5%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$199M +$30.7M +112,103 +16%