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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 %
LBA
726
Lowell Blake & Associates
Massachusetts
$906K – – –
NA
727
NewEdge Advisors
Louisiana
$903K +$96.8K +294 +12%
DL
728
DOHJ LLC
Washington
$898K +$898K +2,597 New
KCM
729
Kanawha Capital Management
Virginia
$895K -$3.29K -10 -0.4%
QI
730
Qtron Investments
Massachusetts
$892K -$210K -639 -19%
BWP
731
Baldwin Wealth Partners
Massachusetts
$887K – – –
LS
732
Livforsakringsbolaget Skandia
Sweden
$879K – – –
Members Trust
733
Members Trust
Florida
$878K +$878K +2,666 New
AF
734
Advisornet Financial
Minnesota
$877K -$183K -556 -17%
TWI
735
Thomas White International
Illinois
$871K – – –
BCM
736
Brooktree Capital Management
Michigan
$868K +$8.89K +27 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
737
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$857K -$230K -698 -21%
WIA
738
Wealthstreet Investment Advisors
Texas
$857K – – –
WB
739
WesBanco Bank
West Virginia
$855K – – –
PA
740
Parallel Advisors
California
$855K +$16.1K +49 +2%
HR
741
Howe & Rusling
New York
$852K -$767K -2,328 -47%
S
742
SignatureFD
Georgia
$850K +$15.8K +48 +2%
PTP
743
Platform Technology Partners
New York
$849K -$3.3K -10 -0.4%
FA
744
FDx Advisors
Illinois
$846K -$20.8K -63 -2%
CC
745
Chicago Capital
Illinois
$846K – – –
LWS
746
Lucia Wealth Services
California
$844K -$25.7K -78 -3%
FMWA
747
Forvis Mazars Wealth Advisors
Missouri
$842K +$201K +611 +31%
SMG
748
Spectrum Management Group
Indiana
$838K +$2.97K +9 +0.4%
RMCM
749
Reynders McVeigh Capital Management
Massachusetts
$822K +$15.1K +46 +2%
USGIU
750
U.S. Global Investors (USGI)
Texas
$820K – – –
28 29
30
31 32