SPGI icon

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 %
CWM
701
Confluence Wealth Management
Oregon
$1.06M +$255K +775 +32%
BFA
702
Brendel Financial Advisors
New Hampshire
$1.06M -$988 -3 -0.1%
GFPC
703
Global Financial Private Client
Florida
$1.04M +$63.9K +191 +7%
IWC
704
Integrated Wealth Concepts
Massachusetts
$1.04M +$141K +427 +16%
GIA
705
Granite Investment Advisors
New Hampshire
$1.03M -$2.82M -8,569 -73%
AAS
706
Avantax Advisory Services
Texas
$1.02M -$290K -881 -22%
WP
707
WMS Partners
Maryland
$1M -$96.9K -294 -9%
CGL
708
Clarius Group LLC
Washington
$1M +$136K +412 +16%
EB
709
Eastern Bank
Massachusetts
$998K – – –
WP
710
WealthSource Partners
California
$996K -$33K -100 -3%
GC
711
Guardian Capital
Ontario, Canada
$995K +$385K +1,170 +63%
PAS
712
Park Avenue Securities
New York
$989K +$92.5K +281 +10%
PL
713
Polianta Ltd
Jersey
$988K +$988K +3,000 New
AT
714
Arden Trust
Delaware
$984K -$16.5K -50 -2%
SW
715
SVB Wealth
Massachusetts
$984K +$19.4K +59 +2%
TNB
716
TCF National Bank
South Dakota
$976K +$89.7K +394 +10%
OPPTF
717
OPSEU Pension Plan Trust Fund
Ontario, Canada
$954K -$593K -1,839 -38%
OC
718
Oakmont Corp
California
$948K – – –
NO
719
Ninety One
South Africa
$937K -$9.87K -30 -1%
DWM
720
Doyle Wealth Management
Florida
$937K – – –
GW
721
GW & Wade
Massachusetts
$930K +$102K +309 +12%
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$929K – – –
PK
723
Pflug Koory
Nebraska
$918K -$82.3K -250 -8%
CS
724
Cannell & Spears
New York
$910K – – –
CCA
725
Checchi Capital Advisers
California
$909K +$63.6K +193 +8%
27 28
29
30 31