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S&P Global
SPGI

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: 52 → 65 (+13)

6% more funds holding

Funds holding: 1,114 → 1,179 (+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

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$253M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$216M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$204M
4
Capital International Investors
Capital International Investors
California
+$172M
5
Jennison Associates
Jennison Associates
New York
+$152M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$294M
2
Citigroup
Citigroup
New York
-$283M
3
Invesco
Invesco
Georgia
-$129M
4
ECU
Egerton Capital (UK)
United Kingdom
-$124M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Evercore Wealth Management
New York
$3M +$3.01K +10 +0.1%
WTC
527
WhitTier Trust Company
Nevada
$3M +$2.2M +7,310 +404%
BHIA
528
Birch Hill Investment Advisors
Massachusetts
$2.98M +$135K +450 +5%
CIA
529
Choate Investment Advisors
Massachusetts
$2.98M – – –
FP
530
Factorial Partners
New York
$2.97M -$210K -700 -7%
FWM
531
Frontier Wealth Management
Missouri
$2.95M -$1.79M -5,944 -40%
PS
532
Pensionfund Sabic
Netherlands
$2.93M – – –
WSC
533
Wellington Shields & Co
New York
$2.93M – – –
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$2.93M +$679K +2,258 +34%
F
535
F3Logic
Minnesota
$2.92M +$27.7K +92 +1%
CAC
536
Certified Advisory Corp
Florida
$2.87M -$5.11K -17 -0.2%
MML Investors Services
537
MML Investors Services
Massachusetts
$2.86M +$603K +2,004 +30%
IA
538
IndexIQ Advisors
New York
$2.79M +$121K +403 +5%
CI
539
Cigna Investments
Connecticut
$2.79M -$1.05M -3,487 -29%
CTA
540
Chesley Taft & Associates
Illinois
$2.79M +$92K +306 +4%
LFA
541
Lighthouse Financial Advisors
Maryland
$2.78M +$7.82K +26 +0.3%
ACA
542
Aptus Capital Advisors
Alabama
$2.76M -$20.7K -69 -0.8%
Daiwa Securities Group
543
Daiwa Securities Group
Japan
$2.75M – – –
PF
544
Phoenix Financial
Israel
$2.74M +$286K +952 +12%
NA
545
Navellier & Associates
Nevada
$2.69M -$15.3K -51 -0.6%
FMBTD
546
First Midwest Bank Trust Division
Illinois
$2.67M +$246K +819 +11%
PI
547
Pettee Investors
Connecticut
$2.64M -$6.01K -20 -0.2%
IA
548
IFP Advisors
Florida
$2.63M +$2.1M +6,979 +591%
BCV
549
Banque Cantonale Vaudoise
Switzerland
$2.62M -$1.41M -4,700 -37%
KCM
550
Kendall Capital Management
Maryland
$2.61M -$123K -409 -5%
20 21
22
23 24

SPGI Hedge Fund Activity: Q2 2020 in Review

1,179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2020, worth a combined $66.6B — up 34% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new SPGI positions and 69 closed out — a net gain of 73 holders — while 382 added to existing stakes and 465 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $253M. The largest seller was Vanguard Group, cutting an estimated $294M.

  • 1,179 institutional investors held S&P Global (SPGI) as of Q2 2020, up from 1,114 in Q1 2020.
  • Funds reported $66.6B of S&P Global stock for Q2 2020, up 34% quarter-over-quarter.
  • 142 funds opened new S&P Global positions in Q2 2020 and 69 closed out, a net change of +73 holders.
  • The largest S&P Global buyer in Q2 2020 was Baillie Gifford & Co, an estimated $253M added.
  • The largest S&P Global seller in Q2 2020 was Vanguard Group, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2020.