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 %
EF
851
Empirical Finance
Pennsylvania
$354K +$126K +514 +55%
SSW
852
Smith Shellnut Wilson
Mississippi
$353K +$6.86K +28 +2%
SYBT
853
Stock Yards Bank & Trust
Kentucky
$348K – – –
FNBOSM
854
First National Bank of South Miami
Florida
$345K -$3.68K -15 -1%
BP
855
Ballentine Partners
Massachusetts
$344K +$13.2K +54 +4%
YMRC
856
Yorktown Management & Research Company
Virginia
$343K +$343K +1,400 New
CA
857
Centerpoint Advisors
Massachusetts
$341K – – –
BHTS
858
Bar Harbor Trust Services
Maine
$339K – – –
AW
859
Alpha Windward
Massachusetts
$333K -$19.1K -78 -5%
EMG
860
ETF Managers Group
New Jersey
$332K +$33.6K +136 +11%
GFP
861
Gryphon Financial Partners
Ohio
$324K -$68.1K -278 -17%
NP
862
Ninepoint Partners
Ontario, Canada
$317K -$113K -463 -26%
CCT
863
Country Club Trust
Missouri
$317K +$11.1K +45 +4%
RSS
864
Rosenblum Silverman Sutton
California
$316K – – –
TPCW
865
TD Private Client Wealth
New York
$313K +$5.15K +21 +2%
PP
866
Palladium Partners
Virginia
$312K – – –
CC
867
Caldera Capital
Texas
$309K -$16.9M -69,006 -98%
EP
868
Eudaimonia Partners
Tennessee
$308K -$57.4K -234 -16%
WAM
869
Wealthspire Advisors (Maryland)
Maryland
$304K +$24.7K +101 +9%
IC
870
Intersect Capital
California
$304K +$34.6K +141 +13%
UB
871
UMB Bank
Missouri
$302K +$1.47K +6 +0.5%
AGM
872
Alpine Global Management
New York
$301K +$301K +1,230 New
WA
873
Wambolt & Associates
Colorado
$300K -$17.4K -71 -5%
JSC
874
Jackson Square Capital
California
$299K -$46.3K -189 -13%
WA
875
Wealth Alliance
New York
$299K +$299K +1,221 New
33 34
35
36 37