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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 %
SAM
576
Silvercrest Asset Management
New York
$1.42M – – –
EBT
577
Enterprise Bank & Trust
Massachusetts
$1.41M -$18.4K -75 -1%
ECM
578
ETrade Capital Management
Virginia
$1.4M -$120K -490 -8%
Dodge & Cox
579
Dodge & Cox
California
$1.4M – – –
LFASL
580
Lugano Financial Advisors SA (LFA)
Switzerland
$1.36M -$37.9K -129 -3%
PG
581
Pendal Group
Australia
$1.36M -$784K -3,200 -37%
TYCC
582
Texas Yale Capital Corp
Florida
$1.34M +$73.5K +300 +6%
CK
583
Cohen Klingenstein
New York
$1.32M – – –
ET
584
Equitable Trust
Tennessee
$1.31M -$102K -417 -7%
SAM
585
Sompo Asset Management
Japan
$1.3M +$613K +2,500 +89%
SPIA
586
Steward Partners Investment Advisory
New York
$1.3M +$37.2K +152 +3%
VI
587
Vestcor Inc
New Brunswick, Canada
$1.28M +$244K +995 +23%
AWM
588
AE Wealth Management
Kansas
$1.25M +$551K +2,246 +79%
RJT
589
Raymond James Trust
Florida
$1.24M +$6.86K +28 +0.6%
EWM
590
Elite Wealth Management
Washington
$1.24M +$3.19K +13 +0.3%
ACA
591
Atlas Capital Advisors
Wyoming
$1.24M -$188K -769 -13%
ICM
592
IMS Capital Management
Oregon
$1.23M -$208K -850 -14%
RI
593
Redwood Investments
Massachusetts
$1.23M – – –
MRCM
594
M&R Capital Management
New Jersey
$1.23M +$644K +2,630 +111%
WCM
595
Whitener Capital Management
North Carolina
$1.23M – – –
WG
596
Winton Group
United Kingdom
$1.22M -$1.67M -6,837 -58%
HR
597
Howe & Rusling
New York
$1.2M -$3.61M -14,751 -75%
PCP
598
Proficio Capital Partners
Massachusetts
$1.2M +$97K +336 +9%
IB
599
Intrust Bank
Kansas
$1.2M +$119K +487 +11%
UFF
600
USA Financial Formulas
Michigan
$1.19M -$432K -1,762 -27%
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