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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.

New
Increased
Maintained
Reduced
Closed
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
Capital World Investors
California
+$389M
2
Citigroup
Citigroup
New York
+$304M
3
Capital International Investors
Capital International Investors
California
+$274M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$235M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$215M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$341M
2
ECU
Egerton Capital (UK)
United Kingdom
-$284M
3
Edgewood Management
Edgewood Management
Connecticut
-$266M
4
VVP
Vulcan Value Partners
Alabama
-$227M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
501
Factorial Partners
New York
$2.38M -$2.82M -11,500 -54%
Wealthfront Advisers
502
Wealthfront Advisers
California
$2.37M +$10.3K +42 +0.4%
UCFA
503
United Capital Financial Advisors
Texas
$2.33M -$675K -2,756 -22%
FQ
504
First Quadrant
California
$2.31M +$2.31M +9,413 New
CPH
505
C Partners Holding
Switzerland
$2.26M -$5.36M -21,874 -70%
DZ Bank
506
DZ Bank
Germany
$2.23M +$1.85M +7,517 +487%
EWM
507
Evercore Wealth Management
New York
$2.23M -$44.4K -181 -2%
TAMH
508
Taikang Asset Management (HK)
Hong Kong
$2.23M +$276K +1,126 +14%
AIMCA
509
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.23M -$2.5M -10,200 -53%
CIA
510
Choate Investment Advisors
Massachusetts
$2.22M +$179K +730 +9%
ATC
511
Argent Trust Co
Tennessee
$2.2M -$44.9K -183 -2%
TI
512
Trexquant Investment
Connecticut
$2.18M -$8.69M -35,455 -80%
WSC
513
Wellington Shields & Co
New York
$2.18M – – –
PS
514
Pensionfund Sabic
Netherlands
$2.18M – – –
WAM
515
Wakefield Asset Management
Colorado
$2.17M +$2.17M +8,845 New
HW
516
Hancock Whitney
Mississippi
$2.17M +$193K +786 +10%
Rafferty Asset Management
517
Rafferty Asset Management
New York
$2.16M -$7.74M -31,588 -78%
CQS
518
Credential Qtrade Securities
$2.14M +$335K +1,367 +19%
PGIM
519
Pacific Global Investment Management
California
$2.14M -$435K -1,776 -17%
CAC
520
Certified Advisory Corp
Florida
$2.14M -$53.7K -219 -2%
BHIA
521
Birch Hill Investment Advisors
Massachusetts
$2.11M +$415K +1,695 +25%
LOAMS
522
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.09M -$238K -970 -10%
LFA
523
Lighthouse Financial Advisors
Maryland
$2.07M -$18.8K -77 -0.9%
ACA
524
Aptus Capital Advisors
Alabama
$2.07M -$16.4K -67 -0.8%
F
525
F3Logic
Minnesota
$2.07M -$144K -604 -6%
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