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 %
SIM
901
Sadoff Investment Management
Wisconsin
$263K – – –
ECM
902
Elgethun Capital Management
South Dakota
$262K – – –
JCM
903
Janney Capital Management
Pennsylvania
$261K – – –
CANY
904
Caxton Associates (New York)
New York
$260K -$5.61M -22,903 -96%
SDAM
905
Shulman DeMeo Asset Management
New York
$259K +$734 +3 +0.3%
CFA
906
Carroll Financial Associates
North Carolina
$258K -$490 -2 -0.2%
CIC
907
Carnegie Investment Counsel
Ohio
$257K – – –
HT
908
Heritage Trust
Oklahoma
$257K +$12.2K +50 +5%
MFG
909
Magnus Financial Group
New York
$255K +$8.08K +33 +3%
CA
910
Cetera Advisors
Colorado
$254K +$1.72K +7 +0.7%
GAG
911
GM Advisory Group
New York
$253K – – –
DBRC
912
D.B. Root & Company
Pennsylvania
$252K -$155K -631 -38%
SFA
913
Sequoia Financial Advisors
Ohio
$252K +$10.5K +43 +4%
HFRG
914
Houlihan Financial Resource Group
Virginia
$249K +$249K +1,016 New
BBA
915
Braun-Bostich & Associates
Pennsylvania
$247K – – –
APW
916
Aurora Private Wealth
New Jersey
$247K +$247K +1,008 New
WPW
917
Waldron Private Wealth
Pennsylvania
$246K +$8.56K +35 +4%
CB
918
Community Bank
New York
$245K – – –
MA
919
Montag & Associates
Georgia
$245K – – –
SICM
920
Sustainable Insight Capital Management
New York
$245K – – –
SIA
921
Starfire Investment Advisers
Michigan
$245K – – –
ACM
922
Ayrshire Capital Management
Connecticut
$245K – – –
RSWM
923
Robertson Stephens Wealth Management
California
$245K +$245K +1,000 New
AWM
924
Altium Wealth Management
New York
$244K +$62.1K +253 +34%
GC
925
Gilbert & Cook
Iowa
$242K +$49.4K +202 +26%
35 36
37
38 39