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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 %
RIM
876
Regent Investment Management
Kentucky
$297K -$4.9K -20 -2%
MIC
877
Meridian Investment Counsel
California
$295K – – –
AL
878
Aspiriant LLC
California
$295K +$295K +1,199 New
IAN
879
Integrated Advisors Network
Texas
$294K -$13.2K -54 -4%
HBT
880
Hills Bank & Trust
Iowa
$294K – – –
SBWM
881
Sunflower Bank Wealth Management
Arizona
$294K – – –
CFGS
882
Concourse Financial Group Securities
Alabama
$294K +$100K +410 +52%
ACA
883
Anchor Capital Advisors
Massachusetts
$291K -$980 -4 -0.3%
FAAS
884
First Allied Advisory Services
California
$290K +$82.4K +336 +40%
CL
885
CPWM LLC
Washington
$288K +$10.1K +41 +4%
IBOK
886
Independence Bank of Kentucky
Kentucky
$286K – – –
HB
887
Homrich & Berg
Georgia
$284K -$47K -192 -14%
IA
888
IFP Advisors
Florida
$284K +$108K +450 +62%
VI
889
Versor Investments
New York
$284K +$284K +1,160 New
MCG
890
MACRO Consulting Group
New Jersey
$282K +$282K +954 New
SLG
891
Stanley-Laman Group
Pennsylvania
$281K +$281K +1,145 New
PWPS
892
Pinnacle Wealth Planning Services
Ohio
$279K +$81.9K +336 +42%
MMG
893
Monetary Management Group
Missouri
$277K +$277K +1,130 New
FCBT
894
First Citizens Bank & Trust
North Carolina
$276K +$46.9K +191 +20%
DWA
895
Douglass Winthrop Advisors
New York
$276K +$276K +1,128 New
SIAS
896
Shine Investment Advisory Services
Colorado
$272K – – –
DC
897
Davenport & Co
Virginia
$269K +$6.13K +25 +2%
IFS
898
Ifrah Financial Services
Arkansas
$266K +$266K +1,086 New
ATPW
899
Ashton Thomas Private Wealth
Arizona
$265K +$265K +1,082 New
HIA
900
Harbor Investment Advisory
Maryland
$263K -$8.56K -35 -3%
34 35
36
37 38