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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 %
Tudor Investment Corp
826
Tudor Investment Corp
Connecticut
$556K -$2.13M -6,449 -79%
SCM
827
Shelton Capital Management
Colorado
$554K -$19.1K -58 -3%
AIM
828
Arcadia Investment Management
Michigan
$554K – – –
ST
829
Spinnaker Trust
Maine
$549K – – –
VIA
830
Vident Investment Advisory
Georgia
$545K -$205K -621 -27%
ARTA
831
A.R.T. Advisors
New York
$544K +$544K +1,650 New
SC
832
Savant Capital
Illinois
$539K +$30.6K +93 +6%
EF
833
Empirical Finance
Pennsylvania
$539K +$63.9K +194 +13%
CANY
834
Caxton Associates (New York)
New York
$539K +$190K +576 +54%
AAP
835
Arax Advisory Partners
Colorado
$539K +$263K +797 +95%
PTC
836
Philadelphia Trust Company
Pennsylvania
$535K – – –
PSUF
837
People's United Financial
Connecticut
$531K +$31.3K +95 +6%
SWA
838
Sutton Wealth Advisors
Florida
$529K -$65.2K -198 -11%
HCMT
839
Highland Capital Management (Tennessee)
Tennessee
$527K -$32.9K -100 -6%
MWP
840
Meridian Wealth Partners
Pennsylvania
$527K – – –
BIC
841
Beach Investment Counsel
Pennsylvania
$527K – – –
ARMT
842
Amica Retiree Medical Trust
Rhode Island
$524K – – –
NAM
843
North American Management
Massachusetts
$523K – – –
WCM
844
WealthBridge Capital Management
Ohio
$519K -$1.65K -5 -0.3%
DAS
845
Dynamic Advisor Solutions
Arizona
$517K +$517K +1,570 New
HKAM
846
Horizon Kinetics Asset Management
New York
$515K -$348K -1,055 -40%
PC
847
PA Capital
Virginia
$508K -$239K -727 -32%
PVWM
848
Point View Wealth Management
New Jersey
$507K – – –
CWM
849
Circle Wealth Management
New Jersey
$506K +$204K +620 +68%
BOS
850
Bank of Stockton
California
$502K -$69.1K -210 -12%
32 33
34
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