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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 %
ICM
601
IMS Capital Management
Oregon
$1.85M +$191K +580 +12%
TYCC
602
Texas Yale Capital Corp
Florida
$1.8M – – –
CK
603
Cohen Klingenstein
New York
$1.78M – – –
Parallax Volatility Advisers
604
Parallax Volatility Advisers
California
$1.77M -$15.6M -47,234 -90%
IG
605
ING Group
Netherlands
$1.77M -$802K -2,433 -31%
BTW
606
Boston Trust Walden
Massachusetts
$1.74M +$155K +470 +10%
CT
607
Coastline Trust
Rhode Island
$1.74M +$568K +1,725 +49%
RJT
608
Raymond James Trust
Florida
$1.74M +$65.2K +198 +4%
IB
609
Intrust Bank
Kansas
$1.73M +$121K +367 +8%
ET
610
Equitable Trust
Tennessee
$1.72M -$40.9K -124 -2%
EWM
611
Elite Wealth Management
Washington
$1.7M +$28.7K +87 +2%
CCM
612
Carderock Capital Management
Maryland
$1.67M +$1.67M +5,082 New
FQ
613
First Quadrant
California
$1.66M -$1.44M -4,369 -46%
MRCM
614
M&R Capital Management
New Jersey
$1.65M – – –
WCM
615
Whitener Capital Management
North Carolina
$1.65M – – –
RWA
616
River Wealth Advisors
Pennsylvania
$1.65M +$64.3K +195 +4%
RSWM
617
Robertson Stephens Wealth Management
California
$1.62M +$1.29M +3,931 +393%
AG
618
Algert Global
California
$1.59M +$802K +2,433 +101%
RI
619
Redwood Investments
Massachusetts
$1.59M -$62.3K -189 -4%
CA
620
Clearstead Advisors
Ohio
$1.56M – – –
CCP
621
Corient Capital Partners
California
$1.55M +$744K +2,256 +92%
NPA
622
Nichols & Pratt Advisers
Massachusetts
$1.55M – – –
SC
623
Scotia Capital
Ontario, Canada
$1.55M -$48.5K -147 -3%
PWAG
624
Polaris Wealth Advisory Group
California
$1.54M – – –
B
625
Bailard
California
$1.52M -$13.8K -42 -0.9%
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