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S&P Global
SPGI

Overview Fund Activity

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M

Top Buyers

1
CWG
1
C WorldWide Group
Denmark
$249M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$157M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.87B
4
Flossbach Von Storch
4
Flossbach Von Storch
Germany
$149M
5
UBS Group
5
UBS Group
Switzerland
$194M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$206M
2
Invesco
2
Invesco
Georgia
$1.41B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$54.8M
4
State Street
4
State Street
Massachusetts
$3.87B
5
Harris Associates
5
Harris Associates
Illinois
$174M
Name Market Value Shares Shares
Change 		Shares
Change %
Mawer Investment Management
26
Mawer Investment Management
Alberta, Canada
$533M 1,478,855 -143,710 -9%
Ameriprise
27
Ameriprise
Minnesota
$524M 1,453,715 -134,629 -8%
Bank of America
28
Bank of America
North Carolina
$501M 1,390,503 +136,011 +11%
RCWMU
29
Rothschild & Co Wealth Management (UK)
United Kingdom
$498M 1,379,990 -117,400 -8%
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$484M 1,342,612 -39,273 -3%
Morgan Stanley
31
Morgan Stanley
New York
$454M 1,260,379 +62,162 +5%
Charles Schwab
32
Charles Schwab
California
$431M 1,194,929 +45,372 +4%
UBS AM
33
UBS AM
Illinois
$428M 1,186,698 +130,012 +12%
AAMU
34
Amundi Asset Management US
Massachusetts
$392M 1,085,702 +100,127 +10%
Principal Financial Group
35
Principal Financial Group
Iowa
$386M 1,070,675 -16,372 -2%
PPA
36
Parametric Portfolio Associates
Washington
$379M 1,051,769 +7,271 +0.7%
IFP
37
Independent Franchise Partners
United Kingdom
$378M 1,048,876 -225,807 -18%
Deutsche Bank
38
Deutsche Bank
Germany
$355M 983,891 +48,998 +5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$352M 975,579 -29,274 -3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$348M 964,799 -87,780 -8%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$339M 939,757 -78,472 -8%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$324M 897,657 -1,067 -0.1%
NIPH
43
NN Investment Partners Holdings
Netherlands
$320M 888,382 -22,519 -2%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316M 876,631 +114,120 +15%
American Century Companies
45
American Century Companies
Missouri
$302M 837,499 +184,381 +28%
Franklin Resources
46
Franklin Resources
California
$300M 833,005 +141,171 +20%
Baillie Gifford & Co
47
Baillie Gifford & Co
United Kingdom
$300M 831,209 -10,503 -1%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$281M 778,640 +1,392 +0.2%
TP
49
Third Point
New York
$279M 775,000 – –
Swedbank
50
Swedbank
Sweden
$276M 764,048 +35,971 +5%
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