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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
ATC
601
Argent Trust Co
Tennessee
$1.87M -$994K -3,306 -37%
BAM
602
Bruderman Asset Management
New York
$1.86M +$1.67M +5,548 New
TCM
603
Thames Capital Management
New Jersey
$1.85M +$755K +2,510 +81%
SPIA
604
Steward Partners Investment Advisory
New York
$1.85M +$89.6K +298 +6%
ICM
605
IMS Capital Management
Oregon
$1.85M +$174K +580 +12%
TYCC
606
Texas Yale Capital Corp
Florida
$1.8M – – –
CK
607
Cohen Klingenstein
New York
$1.78M – – –
Parallax Volatility Advisers
608
Parallax Volatility Advisers
California
$1.77M -$14.2M -47,234 -90%
IG
609
ING Group
Netherlands
$1.77M -$732K -2,433 -31%
BTW
610
Boston Trust Walden
Massachusetts
$1.74M +$141K +470 +10%
CT
611
Coastline Trust
Rhode Island
$1.74M +$519K +1,725 +49%
RJT
612
Raymond James Trust
Florida
$1.74M +$59.5K +198 +4%
IB
613
Intrust Bank
Kansas
$1.73M +$110K +367 +8%
ET
614
Equitable Trust
Tennessee
$1.72M -$37.3K -124 -2%
EWM
615
Elite Wealth Management
Washington
$1.7M +$26.2K +87 +2%
CCM
616
Carderock Capital Management
Maryland
$1.67M +$1.53M +5,082 New
FQ
617
First Quadrant
California
$1.66M -$1.31M -4,369 -46%
MRCM
618
M&R Capital Management
New Jersey
$1.65M – – –
WCM
619
Whitener Capital Management
North Carolina
$1.65M – – –
RWA
620
River Wealth Advisors
Pennsylvania
$1.65M +$58.6K +195 +4%
RSWM
621
Robertson Stephens Wealth Management
California
$1.62M +$1.18M +3,931 +393%
AG
622
Algert Global
California
$1.59M +$732K +2,433 +101%
RI
623
Redwood Investments
Massachusetts
$1.59M -$56.8K -189 -4%
CA
624
Clearstead Advisors
Ohio
$1.55M – – –
CCP
625
Corient Capital Partners
California
$1.55M +$678K +2,256 +92%
23 24
25
26 27

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.