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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 %
AP
651
Appleton Partners
Massachusetts
$915K -$48.5K -198 -5%
NIT
652
NumerixS Investment Technologies
British Columbia, Canada
$912K -$1.15M -4,678 -56%
RBA
653
Richard Bernstein Advisors
New York
$912K – – –
BHWM
654
Bar Harbor Wealth Management
New Hampshire
$905K -$81.1K -331 -8%
DK
655
Darrell & King
Virginia
$903K +$903K +3,687 New
WSFS
656
Wilmington Savings Fund Society
Delaware
$893K +$105K +430 +13%
CI
657
Conning Inc
Connecticut
$891K -$22.5K -92 -2%
SCA
658
Snowden Capital Advisors
New York
$887K -$15.7K -64 -2%
Wolverine Trading
659
Wolverine Trading
Illinois
$878K -$20.7M -83,970 -96%
CT
660
Coastline Trust
Rhode Island
$870K +$9.8K +40 +1%
LFS
661
Legacy Financial Strategies
Kansas
$859K -$49.8K -203 -5%
VLC
662
Van Leeuwen & Company
New Jersey
$857K -$894K -3,646 -51%
MERSOM
663
Municipal Employees' Retirement System of Michigan
Michigan
$855K – – –
SF
664
Symphony Financial
Texas
$853K +$853K +3,454 New
CG
665
Colony Group
Massachusetts
$845K +$1.72K +7 +0.2%
PM
666
Parametrica Management
Hong Kong
$838K +$838K +3,418 New
ECM
667
Exchange Capital Management
Michigan
$828K +$828K +3,379 New
QI
668
Qtron Investments
Massachusetts
$820K +$820K +3,347 New
WP
669
WMS Partners
Maryland
$817K -$18.6K -76 -2%
CAPTRUST Financial Advisors
670
CAPTRUST Financial Advisors
North Carolina
$810K -$73.6K -314 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
671
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$809K -$4.06M -16,580 -83%
AF
672
Advisornet Financial
Minnesota
$788K -$6.86K -28 -0.9%
BFA
673
Brendel Financial Advisors
New Hampshire
$786K -$20.8K -85 -3%
OIS
674
Okabena Investment Services
Minnesota
$780K +$780K +3,185 New
CS
675
Comerica Securities
Michigan
$769K +$381K +1,555 +98%
25 26
27
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