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S&P Global

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: 5265 (+13)

6% more funds holding

Funds holding: 1,1141,179 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
51
Harris Associates
Illinois
$252M -$15.8M -52,404 -6%
Franklin Resources
52
Franklin Resources
California
$247M +$5.09M +16,925 +3%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M -$20.7M -68,703 -8%
Swedbank
54
Swedbank
Sweden
$240M -$29.8M -99,197 -12%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$225M +$2.77M +9,203 +1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$218M +$3.96M +13,183 +2%
American Century Companies
57
American Century Companies
Missouri
$215M +$143M +476,569 +270%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$211M +$6.44M +21,411 +3%
Loomis, Sayles & Company
59
Loomis, Sayles & Company
Massachusetts
$206M -$44.6M -148,209 -19%
Fidelity International
60
Fidelity International
Bermuda
$205M -$7.73M -25,723 -4%
EVM
61
Eaton Vance Management
Massachusetts
$204M +$7.67M +25,513 +4%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$202M +$22.4M +74,454 +14%
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$192M -$14.2M -47,208 -7%
PI
64
Putnam Investments
Massachusetts
$189M +$9.28M +30,864 +6%
Citigroup
65
Citigroup
New York
$189M -$283M -940,493 -62%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$184M -$1.66M -5,535 -1%
VFCM
67
Valley Forge Capital Management
Florida
$180M +$32.9M +109,545 +25%
KBC Group
68
KBC Group
Belgium
$179M +$86.7M +288,344 +113%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$172M -$30.3M -100,869 -16%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$164M +$9.1M +30,255 +6%
Prudential Financial
71
Prudential Financial
New Jersey
$164M +$66.8M +222,133 +81%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$151M -$36.3M -120,800 -21%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$151M +$2.7M +8,969 +2%
DDC
74
DF Dent & Co
Maryland
$150M -$14.2M -47,254 -9%
N
75
Natixis
France
$144M +$131M +436,534 New