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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 %
AMCA
826
Arthur M. Cohen & Associates
Illinois
$411K – – –
WKWM
827
Walter & Keenan Wealth Management
Indiana
$411K +$411K +1,754 New
ST
828
Spinnaker Trust
Maine
$408K – – –
GCP
829
GSA Capital Partners
United Kingdom
$405K -$510K -2,080 -56%
PCM
830
Penserra Capital Management
California
$400K +$332K +1,118 +484%
PTC
831
Philadelphia Trust Company
Pennsylvania
$398K -$58.8K -240 -13%
BIC
832
Beach Investment Counsel
Pennsylvania
$392K – – –
MWP
833
Meridian Wealth Partners
Pennsylvania
$392K – – –
VWM
834
Venturi Wealth Management
Texas
$391K +$25.5K +104 +7%
NAM
835
North American Management
Massachusetts
$389K – – –
ARMT
836
Amica Retiree Medical Trust
Rhode Island
$389K +$130K +529 +50%
WCM
837
WealthBridge Capital Management
Ohio
$387K -$21.8K -89 -5%
MCM
838
McKinley Capital Management
Alaska
$387K +$4.66K +19 +1%
PV
839
Private Vista
Illinois
$384K -$69.6K -284 -15%
SPC
840
Sigma Planning Corp
Michigan
$384K -$49.2K -201 -11%
HSA
841
HBK Sorce Advisory
Pennsylvania
$381K -$4.65K -19 -1%
NHC
842
Nicholas Hoffman & Company
Georgia
$380K +$5.15K +21 +1%
PT
843
Plimoth Trust
Massachusetts
$379K -$64.8K -265 -15%
SC
844
Savant Capital
Illinois
$378K +$50.4K +206 +15%
PVWM
845
Point View Wealth Management
New Jersey
$377K – – –
BS
846
Bessemer Securities
New York
$374K – – –
PSUF
847
People's United Financial
Connecticut
$372K +$372K +1,517 New
PFBT
848
Parkside Financial Bank & Trust
Missouri
$371K +$317K +1,297 +592%
BSW
849
Buckingham Strategic Wealth
Missouri
$363K +$363K +1,480 New
P
850
Pitcairn
Pennsylvania
$362K -$8.08K -33 -2%
32 33
34
35 36