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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 %
LBA
701
Lowell Blake & Associates
Massachusetts
$674K – – –
KCM
702
Kanawha Capital Management
Virginia
$668K – – –
PAS
703
Park Avenue Securities
New York
$667K +$436K +1,780 +189%
WANY
704
Wealthspire Advisors (New York)
New York
$667K +$475K +1,937 +247%
IWC
705
Integrated Wealth Concepts
Massachusetts
$665K +$24K +98 +4%
IIM
706
Intact Investment Management
Quebec, Canada
$662K -$73.6K -300 -10%
BWP
707
Baldwin Wealth Partners
Massachusetts
$659K -$310K -1,265 -32%
BFA
708
Beaumont Financial Advisors
Massachusetts
$657K -$7.84K -32 -1%
OMC
709
Old Mission Capital
Illinois
$655K +$655K +2,674 New
LS
710
Livforsakringsbolaget Skandia
Sweden
$654K +$196K +800 +43%
TWI
711
Thomas White International
Illinois
$648K +$648K +2,643 New
LWS
712
Lucia Wealth Services
California
$647K -$8.82K -36 -1%
FA
713
FDx Advisors
Illinois
$644K +$239K +976 +59%
CGL
714
Clarius Group LLC
Washington
$643K +$48K +196 +8%
HKAM
715
Horizon Kinetics Asset Management
New York
$642K -$124K -506 -16%
IWS
716
Insight Wealth Strategies
California
$641K -$1.15M -4,685 -64%
IIC
717
Ironwood Investment Counsel
Arizona
$639K -$18.4K -75 -3%
BCM
718
Brooktree Capital Management
Michigan
$639K +$48.5K +198 +8%
WIA
719
Wealthstreet Investment Advisors
Texas
$637K – – –
WB
720
WesBanco Bank
West Virginia
$636K +$23.8K +97 +4%
WP
721
WealthShield Partners
North Carolina
$634K -$79.9K -326 -11%
PTP
722
Platform Technology Partners
New York
$633K +$134K +547 +27%
KF
723
Krilogy Financial
Missouri
$633K +$633K +2,582 New
CC
724
Chicago Capital
Illinois
$630K -$175K -713 -22%
CCA
725
Checchi Capital Advisers
California
$629K -$25.3K -103 -4%
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