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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.

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
1
Baillie Gifford & Co
United Kingdom
$277M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.01B
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$355M
4
Capital International Investors
4
Capital International Investors
California
$1.26B
5
Jennison Associates
5
Jennison Associates
New York
$1.16B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.84B
2
Citigroup
2
Citigroup
New York
$189M
3
Invesco
3
Invesco
Georgia
$1.41B
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$9.04M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$523M 1,588,344 -34,463 -2%
Lazard Asset Management
27
Lazard Asset Management
New York
$515M 1,563,974 -188,765 -11%
RCWMU
28
Rothschild & Co Wealth Management (UK)
United Kingdom
$493M 1,497,390 -119,851 -7%
Fayez Sarofim & Co
29
Fayez Sarofim & Co
Texas
$455M 1,381,885 +171,532 +14%
IFP
30
Independent Franchise Partners
United Kingdom
$420M 1,274,683 -39,572 -3%
Bank of America
31
Bank of America
North Carolina
$413M 1,254,492 -108,431 -8%
Morgan Stanley
32
Morgan Stanley
New York
$395M 1,198,217 -8,719 -0.7%
Charles Schwab
33
Charles Schwab
California
$379M 1,149,557 +43,500 +4%
Principal Financial Group
34
Principal Financial Group
Iowa
$358M 1,087,047 -65,179 -6%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$355M 1,098,640 +678,929 +162%
UBS AM
36
UBS AM
Illinois
$348M 1,056,686 +47,158 +5%
AllianceBernstein
37
AllianceBernstein
Tennessee
$347M 1,052,579 -269,228 -20%
PPA
38
Parametric Portfolio Associates
Washington
$344M 1,044,498 +43,171 +4%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$335M 1,018,229 -160,900 -14%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$331M 1,004,853 -144,255 -13%
AAMU
41
Amundi Asset Management US
Massachusetts
$325M 985,575 +98,826 +11%
Deutsche Bank
42
Deutsche Bank
Germany
$308M 934,893 +55,105 +6%
NIPH
43
NN Investment Partners Holdings
Netherlands
$300M 910,901 -17,749 -2%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$296M 898,724 +159,647 +22%
FAM
45
Fred Alger Management
New York
$280M 850,656 +25,827 +3%
Baillie Gifford & Co
46
Baillie Gifford & Co
United Kingdom
$277M 841,712 +841,712 New
WRF
47
Waddell & Reed Financial
Kansas
$260M 789,497 -72,538 -8%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$259M 785,866 -25,237 -3%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$256M 777,248 -92,742 -11%
TP
50
Third Point
New York
$255M 775,000 – –
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