SPGI icon

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 %
FA
801
Faithward Advisors
Pennsylvania
$441K -$49K -200 -10%
WPC
802
Waters Parkerson & Co
Louisiana
$441K – – –
KWM
803
Kingsview Wealth Management
Oregon
$441K +$441K +1,800 New
WIS
804
Wright Investors Service
Connecticut
$438K +$2.94K +12 +0.7%
SFA
805
Souders Financial Advisors
Ohio
$437K +$437K +1,784 New
OPCM
806
Osborne Partners Capital Management
California
$436K – – –
CAN
807
Cetera Advisor Networks
California
$435K +$36K +147 +9%
GFS
808
GYL Financial Synergies
Connecticut
$432K -$46.1K -188 -10%
AWM
809
Avitas Wealth Management
California
$431K -$677K -2,764 -61%
MPW
810
Monterey Private Wealth
California
$429K -$12.5K -51 -3%
SFSG
811
Sound Financial Strategies Group
Mississippi
$428K -$948K -3,868 -69%
SCM
812
Shelton Capital Management
Colorado
$426K – – –
CFFP
813
Center for Financial Planning
Michigan
$426K +$2.45K +10 +0.6%
BOS
814
Bank of Stockton
California
$425K -$6.12K -25 -1%
IAA
815
Independent Advisor Alliance
North Carolina
$422K -$196K -799 -32%
CT
816
Chicago Trust
Illinois
$422K -$78.5K -320 -16%
S
817
Seeyond
France
$418K -$195K -873 -32%
FMLI
818
Fukoku Mutual Life Insurance
Japan
$417K – – –
HCMT
819
Highland Capital Management (Tennessee)
Tennessee
$417K – – –
EH
820
Employers Holdings
Nevada
$417K – – –
BG
821
Bellevue Group
Switzerland
$417K – – –
PFG
822
PAX Financial Group
Texas
$417K +$417K +1,468 New
FNBOH
823
First National Bank of Hutchinson
Kansas
$416K +$136K +555 +49%
CSIC
824
Clifford Swan Investment Counsel
California
$415K -$96.7K -395 -19%
AIM
825
Arcadia Investment Management
Michigan
$412K – – –
31 32
33
34 35