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S&P Global

1,179 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, 382 increasing their positions, 465 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 69

34% more capital invested

Capital invested by funds: $49.7B → $66.6B (+$16.9B)

25% more funds holding in top 10

Funds holding in top 10: 5265 (+13)

6% more funds holding

Funds holding: 1,1141,179 (+65)

0.4% less ownership

Funds ownership: 84.37%83.97% (-0.4%)

18% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 465

25% less call options, than puts

Call options by funds: $377M | Put options by funds: $501M

Holders
1,179
Holders Change
+65
Holders Change %
+5.83%
% of All Funds
24.17%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
142
Increased
382
Reduced
465
Closed
69
Calls
$377M
Puts
$501M
Net Calls
-$123M
Net Calls Change
-$98.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$523M -$10.4M -34,463 -2%
Lazard Asset Management
27
Lazard Asset Management
New York
$515M -$56.8M -188,765 -11%
RCWMU
28
Rothschild & Co Wealth Management (UK)
United Kingdom
$493M -$36M -119,851 -7%
Fayez Sarofim & Co
29
Fayez Sarofim & Co
Texas
$455M +$51.6M +171,532 +14%
IFP
30
Independent Franchise Partners
United Kingdom
$420M -$11.9M -39,572 -3%
Bank of America
31
Bank of America
North Carolina
$413M -$32.6M -108,431 -8%
Morgan Stanley
32
Morgan Stanley
New York
$395M -$2.62M -8,719 -0.7%
Charles Schwab
33
Charles Schwab
California
$379M +$13.1M +43,500 +4%
Principal Financial Group
34
Principal Financial Group
Iowa
$358M -$19.6M -65,179 -6%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$355M +$204M +678,929 +162%
UBS AM
36
UBS AM
Illinois
$348M +$14.2M +47,158 +5%
AllianceBernstein
37
AllianceBernstein
Tennessee
$347M -$81M -269,228 -20%
PPA
38
Parametric Portfolio Associates
Washington
$344M +$13M +43,171 +4%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$335M -$48.4M -160,900 -14%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$331M -$43.4M -144,255 -13%
AAMU
41
Amundi Asset Management US
Massachusetts
$325M +$29.7M +98,826 +11%
Deutsche Bank
42
Deutsche Bank
Germany
$308M +$16.6M +55,105 +6%
NIPH
43
NN Investment Partners Holdings
Netherlands
$300M -$5.34M -17,749 -2%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$296M +$48M +159,647 +22%
FAM
45
Fred Alger Management
New York
$280M +$7.77M +25,827 +3%
Baillie Gifford & Co
46
Baillie Gifford & Co
United Kingdom
$277M +$253M +841,712 New
WRF
47
Waddell & Reed Financial
Kansas
$260M -$21.8M -72,538 -8%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$259M -$7.59M -25,237 -3%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$256M -$27.9M -92,742 -11%
TP
50
Third Point
New York
$255M