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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 %
RCM
776
Radnor Capital Management
Pennsylvania
$490K – – –
BP
777
BBR Partners
New York
$482K -$30.4K -124 -6%
LWAC
778
Laurel Wealth Advisors (California)
California
$478K – – –
FMWA
779
Forvis Mazars Wealth Advisors
Missouri
$476K +$735 +3 +0.2%
DCM
780
Dimension Capital Management
Florida
$473K -$2.7K -11 -0.6%
CG
781
Caprock Group
Idaho
$472K -$91.7K -374 -16%
GG
782
Gofen & Glossberg
Illinois
$472K -$6.13K -25 -1%
CCB
783
Cutter & Co Brokerage
Missouri
$465K -$3.68K -15 -0.8%
APA
784
American Portfolios Advisors
New York
$465K +$12K +49 +3%
EA
785
Emerald Advisers
Pennsylvania
$463K -$9.31K -38 -2%
NFG
786
Next Financial Group
Texas
$462K +$145K +590 +46%
ISL
787
Ingalls & Snyder LLC
New York
$453K – – –
GC
788
Guardian Capital
Ontario, Canada
$453K +$14.7K +60 +3%
FHA
789
Flagship Harbor Advisors
Massachusetts
$450K +$40.9K +167 +10%
TSW
790
Thompson Siegel & Walmsley
Virginia
$447K -$490K -2,000 -52%
GAM
791
Griffin Asset Management
New York
$447K – – –
Cetera Investment Advisers
792
Cetera Investment Advisers
Illinois
$444K -$14.7K -60 -3%
DCM
793
Donaldson Capital Management
Indiana
$444K +$61.6K +251 +16%
RIM
794
Rampart Investment Management
Connecticut
$443K -$284K -1,160 -39%
HH
795
Hilltop Holdings
Texas
$443K -$73.1K -298 -14%
KFA
796
Krane Funds Advisors
New York
$443K -$33.1K -135 -7%
WTC
797
WhitTier Trust Company
Nevada
$443K +$404K +1,647 +1,023%
SWA
798
Sutton Wealth Advisors
Florida
$442K +$735 +3 +0.2%
HIM
799
Hillsdale Investment Management
Ontario, Canada
$442K -$31.9K -130 -7%
LSAG
800
Lake Street Advisors Group
New Hampshire
$442K +$141K +577 +47%
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