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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
Impax Asset Management Group
576
Impax Asset Management Group
United Kingdom
$2.15M +$40.9K +136 +2%
D.E. Shaw & Co
577
D.E. Shaw & Co
New York
$2.14M -$14.9M -49,613 -88%
WAM
578
World Asset Management
Michigan
$2.13M -$1.13M -3,746 -37%
PGIM
579
Pacific Global Investment Management
California
$2.13M -$678K -2,255 -26%
ACM
580
Ativo Capital Management
Illinois
$2.13M -$6.62K -22 -0.3%
BBHC
581
Brown Brothers Harriman & Co
New York
$2.08M +$6.92K +23 +0.4%
IRF
582
IBM Retirement Fund
New York
$2.08M -$55.3K -184 -3%
PTC
583
Private Trust Company
Ohio
$2.05M +$16.2K +54 +0.9%
PIP
584
Peachtree Investment Partners
Florida
$2.03M +$1.85M +6,161 New
LCM
585
Legato Capital Management
California
$2.02M +$1.85M +6,146 New
Arrowstreet Capital
586
Arrowstreet Capital
Massachusetts
$2.01M -$64.7M -215,300 -97%
Dodge & Cox
587
Dodge & Cox
California
$2.01M +$117K +390 +7%
Acadian Asset Management
588
Acadian Asset Management
Massachusetts
$1.99M +$1.05M +3,491 +137%
FFA
589
First Foundation Advisors
California
$1.99M -$330K -1,099 -15%
RE
590
RBC Europe
United Kingdom
$1.98M +$1.81M +6,016 New
FWIA
591
Fort Washington Investment Advisors
Ohio
$1.98M – – –
ROTUOC
592
Regents of the University of California
California
$1.98M – – –
KFBMI
593
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.98M – – –
KRSITF
594
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.95M -$446K -1,483 -20%
TC
595
Tatro Capital
Kentucky
$1.94M – – –
ECM
596
ETrade Capital Management
Virginia
$1.93M +$45.7K +152 +3%
LAIC
597
Lederer & Associates Investment Counsel
California
$1.9M -$9.02K -30 -0.5%
SAM
598
Silvercrest Asset Management
New York
$1.9M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
599
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.88M -$4.89M -16,258 -74%
EBT
600
Enterprise Bank & Trust
Massachusetts
$1.88M -$17.7K -59 -1%
22 23
24
25 26

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.