SPGI icon

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 %
CIC
626
Cutler Investment Counsel
Oregon
$1.03M -$4.9K -20 -0.5%
SWM
627
Segment Wealth Management
Texas
$1.02M +$29.9K +122 +3%
BUB
628
BBVA USA Bancshares
Texas
$1.02M -$52.7K -215 -5%
PA
629
Profund Advisors
Maryland
$1M -$188K -766 -16%
CAM
630
Cozad Asset Management
Illinois
$997K -$159K -651 -14%
CII
631
Capital International Inc
California
$996K +$996K +4,065 New
EM
632
Excalibur Management
Massachusetts
$981K – – –
WF
633
Welch & Forbes
Massachusetts
$980K -$11.8K -48 -1%
AFM
634
Anson Funds Management
Texas
$980K +$319K +1,300 +48%
AAS
635
Avantax Advisory Services
Texas
$974K -$772K -3,156 -44%
IEFM
636
IQ EQ Fund Management
Ireland
$973K -$196K -800 -17%
AA
637
ALPS Advisors
Colorado
$967K -$758K -3,092 -44%
GIA
638
Guyasuta Investment Advisors
Pennsylvania
$954K -$68.6K -280 -7%
AFA
639
Abacus FCF Advisors
Florida
$954K +$954K +3,980 New
TNB
640
TCF National Bank
South Dakota
$953K -$15.7K -64 -2%
Luther King Capital Management (LKCM)
641
Luther King Capital Management (LKCM)
Texas
$949K – – –
PGFC
642
Peapack-Gladstone Financial Corp
New Jersey
$941K -$546K -2,228 -37%
SV
643
Sturgeon Ventures
United Kingdom
$940K -$1.47K -6 -0.2%
OTPPB
644
Ontario Teachers' Pension Plan Board
Ontario, Canada
$936K +$213K +868 +29%
WC
645
Woodstock Corp
Massachusetts
$931K -$24.5K -100 -3%
HPIA
646
Hamilton Point Investment Advisors
North Carolina
$931K – – –
FTIOP
647
Fiduciary Trust International of Pennsylvania
Pennsylvania
$928K +$7.35K +30 +0.8%
ED
648
Exane Derivatives
France
$924K -$164K -668 -15%
Cerity Partners
649
Cerity Partners
New York
$923K -$140K -571 -13%
BAM
650
Belpointe Asset Management
Nevada
$921K -$68.3K -279 -7%
24 25
26
27 28