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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
THWM
651
Taylor Hoffman Wealth Management
Virginia
$1.37M -$114K -379 -8%
BOH
652
Bank of Hawaii
Hawaii
$1.36M -$572K -1,903 -31%
PA
653
Profund Advisors
Maryland
$1.36M +$9.92K +33 +0.8%
PAMP
654
Polar Asset Management Partners
Ontario, Canada
$1.36M +$1.24M +4,119 New
FMLI
655
Fukoku Mutual Life Insurance
Japan
$1.35M +$722K +2,400 +141%
BUB
656
BBVA USA Bancshares
Texas
$1.34M -$24.7K -82 -2%
CII
657
Capital International Inc
California
$1.34M – – –
EM
658
Excalibur Management
Massachusetts
$1.32M – – –
NAM
659
Nexpoint Asset Management
Texas
$1.32M -$842K -2,800 -41%
SV
660
Sturgeon Ventures
United Kingdom
$1.31M +$44.8K +149 +4%
QT
661
Quantbot Technologies
New York
$1.31M +$1.2M +3,986 New
Verition Fund Management
662
Verition Fund Management
Connecticut
$1.31M +$1.19M +3,965 New
BFC
663
Blue Fin Capital
Rhode Island
$1.29M +$306K +1,017 +35%
WF
664
Welch & Forbes
Massachusetts
$1.28M -$30.1K -100 -3%
Luther King Capital Management (LKCM)
665
Luther King Capital Management (LKCM)
Texas
$1.28M – – –
CC
666
Cedar Capital
Illinois
$1.27M +$261K +867 +29%
CI
667
Cavalier Investments
Georgia
$1.27M +$1.16M +3,867 New
IMRF
668
Illinois Municipal Retirement Fund
Illinois
$1.27M -$2.44M -8,112 -68%
AFA
669
Abacus FCF Advisors
Florida
$1.27M -$51.1K -170 -4%
HPIA
670
Hamilton Point Investment Advisors
North Carolina
$1.25M – – –
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$12.6K -42 -1%
ED
672
Exane Derivatives
France
$1.24M – – –
BG
673
Bollard Group
Massachusetts
$1.24M +$1.13M +3,762 New
BAM
674
Belpointe Asset Management
Nevada
$1.24M -$902 -3 -0.1%
HH
675
HWG Holdings
Texas
$1.23M +$1.12M +3,730 New
25 26
27
28 29

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.