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S&P Global

1,114 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 402 increasing their positions, 441 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 108

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1.26% more ownership

Funds ownership: 83.11%84.37% (+1.3%)

1% more funds holding

Funds holding: 1,1071,114 (+7)

9% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 441

10% less capital invested

Capital invested by funds: $55.4B → $49.7B (-$5.72B)

10% less call options, than puts

Call options by funds: $217M | Put options by funds: $243M

Holders
1,114
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
24.55%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
127
Increased
402
Reduced
441
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
TP
51
Third Point
New York
$190M -$6.86M -25,000 -3%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$189M +$46.1M +168,140 +28%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$181M -$9.31M -33,932 -4%
Franklin Resources
54
Franklin Resources
California
$165M -$8.68M -31,644 -4%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$165M +$68.4M +249,528 +59%
Fidelity International
56
Fidelity International
Bermuda
$158M -$32.1M -117,041 -15%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$154M +$153M +556,703 +763%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$152M -$107K -391 -0.1%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$152M +$732K +2,670 +0.4%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$146M -$42.9M -156,554 -21%
EVM
61
Eaton Vance Management
Massachusetts
$145M -$12.4M -45,061 -7%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$142M +$40.4M +147,300 +34%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$139M -$23.5M -85,784 -13%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$138M -$9.52M -34,706 -6%
PI
65
Putnam Investments
Massachusetts
$133M +$103M +376,193 +224%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$132M -$34.6M -126,052 -19%
IAM
67
Iridian Asset Management
Connecticut
$125M +$7.22M +26,323 +5%
ECU
68
Egerton Capital (UK)
United Kingdom
$124M -$318M -1,160,638 -70%
DDC
69
DF Dent & Co
Maryland
$123M -$6.85M -24,988 -5%
Westfield Capital Management
70
Westfield Capital Management
Massachusetts
$121M +$202K +737 +0.1%
UIM
71
USS Investment Management
United Kingdom
$119M -$35.8M -130,527 -21%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$115M +$4.12M +15,002 +3%
MCM
73
Marsico Capital Management
Colorado
$113M -$29.2M -106,286 -19%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$110M -$526K -1,918 -0.4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$110M -$456K -1,663 -0.4%