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S&P Global

1,273 hedge funds and large institutions have $68.4B invested in S&P Global in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 513 increasing their positions, 413 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 89

35% more call options, than puts

Call options by funds: $685M | Put options by funds: $509M

24% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2131,273 (+60)

2.05% more ownership

Funds ownership: 83.5%85.55% (+2%)

6% less capital invested

Capital invested by funds: $72.5B → $68.4B (-$4.1B)

34% less funds holding in top 10

Funds holding in top 10: 6140 (-21)

Holders
1,273
Holders Change
+60
Holders Change %
+4.95%
% of All Funds
22.53%
Holding in Top 10
40
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-34.43%
% of All Funds
0.71%
New
164
Increased
513
Reduced
413
Closed
89
Calls
$685M
Puts
$509M
Net Calls
+$177M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
51
Baillie Gifford & Co
United Kingdom
$262M -$11.4M -33,742 -4%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$258M +$1.78M +5,268 +0.7%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$254M +$95.5M +283,085 +58%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$238M +$50.7M +150,419 +26%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$234M +$5.14M +15,251 +2%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$222M -$24.6M -72,903 -10%
Two Sigma Investments
57
Two Sigma Investments
New York
$221M +$219M +650,563 +3,109%
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$219M +$3.49M +10,351 +2%
FPP
59
Findlay Park Partners
United Kingdom
$218M +$107M +316,865 +92%
VFCM
60
Valley Forge Capital Management
Florida
$212M +$3.89M +11,543 +2%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$206M -$16.7M -49,420 -7%
IFP
62
Independent Franchise Partners
United Kingdom
$204M -$145M -428,673 -41%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$202M +$88.3M +261,808 +74%
EVM
64
Eaton Vance Management
Massachusetts
$196M +$669K +1,984 +0.3%
Korea Investment Corp
65
Korea Investment Corp
South Korea
$194M +$25.2M +74,789 +15%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$192M -$7.96M -23,610 -4%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$191M +$695K +2,060 +0.4%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$189M +$6.68M +19,814 +4%
PI
69
Putnam Investments
Massachusetts
$186M +$4.23M +12,545 +2%
FAM
70
Fred Alger Management
New York
$176M -$64.9M -192,248 -26%
NIPH
71
NN Investment Partners Holdings
Netherlands
$174M -$121M -359,802 -41%
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$172M +$44.6M +132,284 +34%
Harris Associates
73
Harris Associates
Illinois
$159M +$39.5K +117 +0%
UBS Group
74
UBS Group
Switzerland
$157M -$20.5M -60,780 -11%
Artisan Partners
75
Artisan Partners
Wisconsin
$151M +$119M +352,480 +331%

SPGI Hedge Fund Activity: Q4 2020 in Review

1,273 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q4 2020, worth a combined $68.4B — down 5.7% from $72.5B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new SPGI positions and 89 closed out — a net gain of 75 holders — while 513 added to existing stakes and 413 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $244M. The largest seller was Nuveen, cutting an estimated $387M.

  • 1,273 institutional investors held S&P Global (SPGI) as of Q4 2020, up from 1,213 in Q3 2020.
  • Funds reported $68.4B of S&P Global stock for Q4 2020, down 5.7% quarter-over-quarter.
  • 164 funds opened new S&P Global positions in Q4 2020 and 89 closed out, a net change of +75 holders.
  • The largest S&P Global buyer in Q4 2020 was Renaissance Technologies, an estimated $244M added.
  • The largest S&P Global seller in Q4 2020 was Nuveen, an estimated $387M sold.

Based on aggregated 13F filings for Q4 2020.