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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 %
WEC
751
Winslow Evans & Crocker
Massachusetts
$811K – – –
BJL
752
Brighton Jones LLC
Washington
$809K -$29K -88 -3%
FA
753
FMA Advisory
Pennsylvania
$806K +$659 +2 +0.1%
TAM
754
Trillium Asset Management
Massachusetts
$800K -$25.7K -78 -3%
JLBC
755
J.L. Bainbridge & Co
Florida
$797K +$989 +3 +0.1%
NHC
756
Nicholas Hoffman & Company
Georgia
$793K +$283K +858 +55%
BFA
757
Beaumont Financial Advisors
Massachusetts
$786K -$97.5K -296 -11%
TAM
758
Townsend Asset Management
North Carolina
$774K – – –
CRC
759
Curi RMB Capital
Illinois
$772K -$44.5K -135 -5%
RT
760
Rockland Trust
Massachusetts
$767K – – –
VWM
761
Venturi Wealth Management
Texas
$767K +$241K +731 +46%
FNC
762
First National Corp
Massachusetts
$761K +$102K +310 +16%
IC
763
IEQ Capital
California
$757K +$57.7K +175 +8%
S
764
Seeyond
France
$748K +$130K +395 +21%
CAM
765
Close Asset Management
United Kingdom
$744K – – –
CG
766
Caprock Group
Idaho
$743K +$108K +328 +17%
BFM
767
Boston Financial Management
Massachusetts
$740K -$229K -694 -24%
LIM
768
Leavell Investment Management
Alabama
$730K – – –
ONB
769
Old National Bancorp
Indiana
$727K +$54.4K +165 +8%
AC
770
Arjuna Capital
North Carolina
$722K -$659 -2 -0.1%
TNB
771
Thomasville National Bank
Georgia
$712K – – –
SFSIG
772
San Francisco Sentry Investment Group
California
$710K -$97.9K -297 -12%
IDBONY
773
Israel Discount Bank of New York
New York
$700K -$29.6K -90 -4%
VAS
774
Vestmark Advisory Solutions
Massachusetts
$694K -$18.1K -55 -3%
APA
775
American Portfolios Advisors
New York
$694K +$68.9K +209 +11%
29 30
31
32 33