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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 %
TAM
751
Townsend Asset Management
North Carolina
$576K -$7.35K -30 -1%
RT
752
Rockland Trust
Massachusetts
$570K – – –
MIA
753
MainStreet Investment Advisors
Illinois
$569K +$569K +2,321 New
DTC
754
Davidson Trust Company
Washington
$564K +$221K +903 +64%
VIA
755
Vident Investment Advisory
Georgia
$557K +$557K +2,274 New
PC
756
PA Capital
Virginia
$556K -$5.39K -22 -1%
CAM
757
Close Asset Management
United Kingdom
$554K -$27K -110 -5%
ALAM
758
Asahi Life Asset Management
Japan
$553K +$553K +2,255 New
OFS
759
OneAscent Financial Services
Alabama
$545K +$545K +2,222 New
IDBONY
760
Israel Discount Bank of New York
New York
$543K – – –
LIM
761
Leavell Investment Management
Alabama
$543K +$232K +946 +74%
AC
762
Arjuna Capital
North Carolina
$537K +$10K +41 +2%
PWM
763
Perigon Wealth Management
California
$537K +$537K +1,895 New
MAFM
764
Mid Atlantic Financial Management
Pennsylvania
$534K -$49.8K -203 -9%
HFM
765
Harvest Fund Management
China
$531K +$158K +644 +42%
VAS
766
Vestmark Advisory Solutions
Massachusetts
$530K +$530K +2,161 New
TNB
767
Thomasville National Bank
Georgia
$529K – – –
IC
768
IEQ Capital
California
$520K +$154K +627 +42%
DWT
769
Dorsey & Whitney Trust
South Dakota
$518K -$9.32K -38 -2%
PFS
770
Prospera Financial Services
Texas
$503K +$86.5K +353 +21%
ONB
771
Old National Bancorp
Indiana
$500K -$4.9K -20 -1%
RCAG
772
Rehmann Capital Advisory Group
Michigan
$494K +$494K +2,015 New
NB
773
NBT Bank
New York
$493K – – –
BCM
774
Bayesian Capital Management
New York
$492K -$2.18M -8,894 -82%
ACI
775
Alpha Cubed Investments
California
$490K -$73.5K -300 -13%
29 30
31
32 33