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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 %
CIP
676
Convergence Investment Partners
Florida
$769K +$769K +3,138 New
WP
677
WealthSource Partners
California
$765K +$118K +481 +18%
TCM
678
Thames Capital Management
New Jersey
$762K -$2.18M -8,899 -74%
FBFS
679
First Business Financial Services
Wisconsin
$747K -$18.1K -74 -2%
AT
680
Arden Trust
Delaware
$744K -$149K -609 -17%
PK
681
Pflug Koory
Nebraska
$744K – – –
EB
682
Eastern Bank
Massachusetts
$742K – – –
CC
683
Cedar Capital
Illinois
$736K +$31.6K +129 +4%
VFM
684
Viking Fund Management
North Dakota
$735K – – –
ASN
685
Advisory Services Network
Georgia
$730K +$21.5K +88 +3%
QCG
686
Quadrant Capital Group
Ohio
$722K +$184K +749 +34%
BFM
687
Boston Financial Management
Massachusetts
$720K +$245K +999 +51%
SW
688
SVB Wealth
Massachusetts
$718K -$17.7K -72 -2%
BFC
689
Blue Fin Capital
Rhode Island
$714K +$84K +343 +13%
OC
690
Oakmont Corp
California
$705K – – –
NO
691
Ninety One
South Africa
$705K +$51.2K +209 +8%
BFM
692
Boothbay Fund Management
New York
$697K -$26.7K -109 -4%
DWM
693
Doyle Wealth Management
Florida
$697K – – –
AI
694
Atom Investors
Texas
$695K +$695K +2,837 New
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$691K -$24.5K -100 -3%
HI
696
Horizon Investments
North Carolina
$690K +$93.1K +380 +16%
FNC
697
First National Corp
Massachusetts
$685K – – –
GFPC
698
Global Financial Private Client
Florida
$684K +$937 +4 +0.1%
CCM
699
Covington Capital Management
California
$678K +$668K +2,725 +6,813%
CS
700
Cannell & Spears
New York
$677K +$285K +1,161 +73%
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