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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 %
Acadian Asset Management
726
Acadian Asset Management
Massachusetts
$627K +$415K +1,692 +196%
BJL
727
Brighton Jones LLC
Washington
$624K +$5.88K +24 +1%
PA
728
Parallel Advisors
California
$624K +$173K +705 +38%
SMG
729
Spectrum Management Group
Indiana
$621K +$621K +2,535 New
S
730
SignatureFD
Georgia
$620K +$171K +697 +38%
GW
731
GW & Wade
Massachusetts
$616K -$61.3K -250 -9%
TAM
732
Trillium Asset Management
Massachusetts
$614K – – –
GDP
733
Great Diamond Partners
Maine
$613K -$49K -200 -7%
USGIU
734
U.S. Global Investors (USGI)
Texas
$610K +$610K +2,489 New
SFS
735
Sowell Financial Services
Arkansas
$609K -$29.4K -120 -5%
CRC
736
Curi RMB Capital
Illinois
$608K -$125K -508 -17%
DTL
737
Dynamic Technology Lab
Singapore
$605K +$246K +1,002 +68%
WEC
738
Winslow Evans & Crocker
Massachusetts
$604K +$233K +950 +63%
CCP
739
Corient Capital Partners
California
$601K +$130K +529 +27%
CA
740
Commerzbank Aktiengesellschaft
Germany
$600K -$1.14M -4,658 -66%
RMCM
741
Reynders McVeigh Capital Management
Massachusetts
$600K -$78.4K -320 -12%
NA
742
NewEdge Advisors
Louisiana
$600K -$60.5K -247 -9%
SFSIG
743
San Francisco Sentry Investment Group
California
$600K +$33K +135 +6%
FA
744
FMA Advisory
Pennsylvania
$599K +$490 +2 +0.1%
CWM
745
Confluence Wealth Management
Oregon
$597K +$50.7K +207 +9%
JLBC
746
J.L. Bainbridge & Co
Florida
$592K +$735 +3 +0.1%
AG
747
Algert Global
California
$589K +$589K +2,402 New
WS
748
Wedbush Securities
California
$588K -$8.33K -34 -1%
AC
749
Athanor Capital
New York
$588K +$24.5K +100 +4%
BFS
750
Bradley Foster & Sargent
Connecticut
$585K -$2.45K -10 -0.4%
28 29
30
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