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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 %
BS
851
Bessemer Securities
New York
$502K – – –
CWM
852
Calamos Wealth Management
Illinois
$499K +$499K +1,513 New
SS
853
Sunbelt Securities
Texas
$499K +$499K +1,514 New
Wolverine Trading
854
Wolverine Trading
Illinois
$496K -$647K -2,013 -57%
HSA
855
HBK Sorce Advisory
Pennsylvania
$491K -$22.1K -67 -4%
PFBT
856
Parkside Financial Bank & Trust
Missouri
$490K -$8.89K -27 -2%
HS
857
Haafor (Singapore)
Singapore
$490K +$490K +1,488 New
PFG
858
PAX Financial Group
Texas
$489K +$4.95K +15 +1%
FNBOH
859
First National Bank of Hutchinson
Kansas
$485K -$73.8K -224 -13%
GT
860
Glenview Trust
Kentucky
$483K +$483K +1,467 New
MCM
861
McKinley Capital Management
Alaska
$481K -$39.6K -120 -8%
BFM
862
Boothbay Fund Management
New York
$480K -$457K -1,388 -49%
SSW
863
Smith Shellnut Wilson
Mississippi
$475K – – –
HIM
864
Hillsdale Investment Management
Ontario, Canada
$474K -$119K -360 -20%
WAM
865
Wealthspire Advisors (Maryland)
Maryland
$473K +$63.9K +194 +16%
ALAM
866
Asahi Life Asset Management
Japan
$470K -$274K -830 -37%
P
867
Pitcairn
Pennsylvania
$470K -$16.8K -51 -3%
SYBT
868
Stock Yards Bank & Trust
Kentucky
$468K – – –
ATPW
869
Ashton Thomas Private Wealth
Arizona
$465K +$109K +330 +30%
PV
870
Private Vista
Illinois
$463K -$53K -161 -10%
RC
871
RegentAtlantic Capital
New Jersey
$462K +$462K +1,403 New
YMRC
872
Yorktown Management & Research Company
Virginia
$461K – – –
CA
873
Centerpoint Advisors
Massachusetts
$461K +$3.29K +10 +0.7%
BHTS
874
Bar Harbor Trust Services
Maine
$456K – – –
IC
875
Inverness Counsel
New York
$456K +$456K +1,384 New
33 34
35
36 37