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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 %
FMLI
651
Fukoku Mutual Life Insurance
Japan
$1.35M +$791K +2,400 +141%
BUB
652
BBVA USA Bancshares
Texas
$1.34M -$27K -82 -2%
CII
653
Capital International Inc
California
$1.34M – – –
EM
654
Excalibur Management
Massachusetts
$1.32M – – –
NAM
655
Nexpoint Asset Management
Texas
$1.32M -$923K -2,800 -41%
SV
656
Sturgeon Ventures
United Kingdom
$1.31M +$49.1K +149 +4%
QT
657
Quantbot Technologies
New York
$1.31M +$1.31M +3,986 New
Verition Fund Management
658
Verition Fund Management
Connecticut
$1.31M +$1.31M +3,965 New
BFC
659
Blue Fin Capital
Rhode Island
$1.3M +$335K +1,017 +35%
WF
660
Welch & Forbes
Massachusetts
$1.29M -$32.9K -100 -3%
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$1.28M – – –
CC
662
Cedar Capital
Illinois
$1.28M +$286K +867 +29%
CI
663
Cavalier Investments
Georgia
$1.27M +$1.27M +3,867 New
IMRF
664
Illinois Municipal Retirement Fund
Illinois
$1.27M -$2.67M -8,112 -68%
AFA
665
Abacus FCF Advisors
Florida
$1.27M -$56.6K -170 -4%
HPIA
666
Hamilton Point Investment Advisors
North Carolina
$1.25M – – –
PGFC
667
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$13.8K -42 -1%
ED
668
Exane Derivatives
France
$1.24M – – –
BG
669
Bollard Group
Massachusetts
$1.24M +$1.24M +3,762 New
BAM
670
Belpointe Asset Management
Nevada
$1.24M -$989 -3 -0.1%
HH
671
HWG Holdings
Texas
$1.23M +$1.23M +3,730 New
RA
672
RiverPark Advisors
New York
$1.23M -$700K -2,125 -36%
RBA
673
Richard Bernstein Advisors
New York
$1.23M – – –
VFM
674
Viking Fund Management
North Dakota
$1.22M +$231K +700 +23%
DK
675
Darrell & King
Virginia
$1.22M – – –
25 26
27
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