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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 %
CAN
801
Cetera Advisor Networks
California
$609K +$23.1K +70 +4%
DCM
802
Donaldson Capital Management
Indiana
$607K +$10.2K +31 +2%
NIT
803
NumerixS Investment Technologies
British Columbia, Canada
$600K -$626K -1,900 -51%
ACM
804
AlphaCrest Capital Management
New York
$593K -$2.04M -6,199 -77%
GAM
805
Griffin Asset Management
New York
$593K -$8.57K -26 -1%
WPC
806
Waters Parkerson & Co
Louisiana
$593K – – –
EA
807
Emerald Advisers
Pennsylvania
$592K -$30K -91 -5%
QCG
808
Quadrant Capital Group
Ohio
$591K -$378K -1,147 -39%
OPCM
809
Osborne Partners Capital Management
California
$586K – – –
CT
810
Chicago Trust
Illinois
$586K +$19.8K +60 +3%
RB
811
Rodgers Brothers
Pennsylvania
$586K +$586K +1,780 New
GFS
812
GYL Financial Synergies
Connecticut
$582K +$1.32K +4 +0.2%
MPW
813
Monterey Private Wealth
California
$578K +$1.32K +4 +0.2%
SFSG
814
Sound Financial Strategies Group
Mississippi
$575K -$330 -1 -0.1%
AWM
815
Avitas Wealth Management
California
$574K -$5.6K -17 -1%
CFFP
816
Center for Financial Planning
Michigan
$570K -$3.3K -10 -0.6%
WP
817
WealthShield Partners
North Carolina
$569K -$283K -860 -33%
HH
818
Hilltop Holdings
Texas
$568K -$27.3K -83 -5%
IAA
819
Independent Advisor Alliance
North Carolina
$568K +$988 +3 +0.2%
WANY
820
Wealthspire Advisors (New York)
New York
$566K -$330K -1,002 -37%
SFA
821
Souders Financial Advisors
Ohio
$566K -$22.1K -67 -4%
FA
822
Faithward Advisors
Pennsylvania
$560K -$32.9K -100 -6%
EH
823
Employers Holdings
Nevada
$560K – – –
BG
824
Bellevue Group
Switzerland
$560K – – –
CSIC
825
Clifford Swan Investment Counsel
California
$558K – – –
31 32
33
34 35