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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 %
DTC
776
Davidson Trust Company
Washington
$689K -$69.4K -211 -9%
BP
777
Ballentine Partners
Massachusetts
$688K +$225K +682 +49%
HFM
778
Harvest Fund Management
China
$683K -$41.4K -124 -6%
AWC
779
Abundance Wealth Counselors
Pennsylvania
$683K +$683K +2,073 New
MAFM
780
Mid Atlantic Financial Management
Pennsylvania
$680K -$37.6K -114 -5%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$674K +$590K +1,791 +700%
RCM
782
Radnor Capital Management
Pennsylvania
$669K – – –
DWT
783
Dorsey & Whitney Trust
South Dakota
$667K -$30.4K -92 -4%
OAM
784
Optimal Asset Management
California
$666K -$3.17M -9,604 -83%
NB
785
NBT Bank
New York
$664K – – –
IIM
786
Intact Investment Management
Quebec, Canada
$658K -$230K -700 -26%
PFS
787
Prospera Financial Services
Texas
$657K -$19.8K -60 -3%
Cetera Investment Advisers
788
Cetera Investment Advisers
Illinois
$648K +$50.8K +154 +8%
LSAG
789
Lake Street Advisors Group
New Hampshire
$648K +$53.4K +162 +9%
LWAC
790
Laurel Wealth Advisors (California)
California
$646K +$2.96K +9 +0.5%
DCM
791
Dimension Capital Management
Florida
$636K – – –
GG
792
Gofen & Glossberg
Illinois
$634K – – –
CCB
793
Cutter & Co Brokerage
Missouri
$634K +$8.89K +27 +1%
FHA
794
Flagship Harbor Advisors
Massachusetts
$634K +$29K +88 +5%
RCAG
795
Rehmann Capital Advisory Group
Michigan
$631K -$33.3K -101 -5%
TFA
796
Transamerica Financial Advisors
Florida
$629K +$629K +1,907 New
ACI
797
Alpha Cubed Investments
California
$626K -$32.9K -100 -5%
PWM
798
Perigon Wealth Management
California
$625K +$659 +2 +0.1%
GDP
799
Great Diamond Partners
Maine
$610K -$214K -650 -26%
ISL
800
Ingalls & Snyder LLC
New York
$610K – – –
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