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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.

New
Increased
Maintained
Reduced
Closed
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
Baillie Gifford & Co
United Kingdom
+$277M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$236M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$220M
4
Capital International Investors
Capital International Investors
California
+$189M
5
Jennison Associates
Jennison Associates
New York
+$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$322M
2
Citigroup
Citigroup
New York
-$310M
3
Invesco
Invesco
Georgia
-$142M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$134M
5
ECU
Egerton Capital (UK)
United Kingdom
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
526
Choate Investment Advisors
Massachusetts
$2.98M – – –
FP
527
Factorial Partners
New York
$2.97M -$231K -700 -7%
FWM
528
Frontier Wealth Management
Missouri
$2.95M -$1.96M -5,944 -40%
WSC
529
Wellington Shields & Co
New York
$2.93M – – –
PS
530
Pensionfund Sabic
Netherlands
$2.93M – – –
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$2.93M +$744K +2,258 +34%
F
532
F3Logic
Minnesota
$2.92M +$30.6K +92 +1%
CAC
533
Certified Advisory Corp
Florida
$2.87M -$5.6K -17 -0.2%
MML Investors Services
534
MML Investors Services
Massachusetts
$2.86M +$660K +2,004 +30%
IA
535
IndexIQ Advisors
New York
$2.8M +$133K +403 +5%
CI
536
Cigna Investments
Connecticut
$2.79M -$1.15M -3,487 -29%
CTA
537
Chesley Taft & Associates
Illinois
$2.79M +$101K +306 +4%
LFA
538
Lighthouse Financial Advisors
Maryland
$2.78M +$8.48K +26 +0.3%
ACA
539
Aptus Capital Advisors
Alabama
$2.76M -$22.7K -69 -0.8%
Daiwa Securities Group
540
Daiwa Securities Group
Japan
$2.75M – – –
PF
541
Phoenix Financial
Israel
$2.74M +$289K +952 +12%
NA
542
Navellier & Associates
Nevada
$2.69M -$16.8K -51 -0.6%
FMBTD
543
First Midwest Bank Trust Division
Illinois
$2.67M +$270K +819 +11%
PI
544
Pettee Investors
Connecticut
$2.64M -$6.59K -20 -0.2%
IA
545
IFP Advisors
Florida
$2.63M +$2.25M +6,979 +591%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$2.62M -$1.55M -4,700 -37%
KCM
547
Kendall Capital Management
Maryland
$2.61M -$135K -409 -5%
VC
548
Veracity Capital
Georgia
$2.55M -$36.6K -111 -1%
MYIA
549
Mount Yale Investment Advisors
Colorado
$2.55M +$262K +795 +11%
SKK
550
Shepherd Kaplan Krochuk
Massachusetts
$2.53M – – –
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