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S&P Global
SPGI

1,179 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, 382 increasing their positions, 465 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 69

34% more capital invested

Capital invested by funds: $49.7B → $66.6B (+$16.9B)

25% more funds holding in top 10

Funds holding in top 10: 52 → 65 (+13)

6% more funds holding

Funds holding: 1,114 → 1,179 (+65)

0.4% less ownership

Funds ownership: 84.37% → 83.97% (-0.4%)

18% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 465

25% less call options, than puts

Call options by funds: $377M | Put options by funds: $501M

Holders
1,179
Holders Change
+65
Holders Change %
+5.83%
% of All Funds
24.17%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
142
Increased
382
Reduced
465
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
+$253M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$216M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$204M
4
Capital International Investors
Capital International Investors
California
+$172M
5
Jennison Associates
Jennison Associates
New York
+$152M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$294M
2
Citigroup
Citigroup
New York
-$283M
3
Invesco
Invesco
Georgia
-$129M
4
ECU
Egerton Capital (UK)
United Kingdom
-$124M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
901
Country Club Trust
Missouri
$398K -$13.5K -45 -4%
MIC
902
Meridian Investment Counsel
California
$397K – – –
IAN
903
Integrated Advisors Network
Texas
$396K +$301 +1 +0.1%
SBWM
904
Sunflower Bank Wealth Management
Arizona
$395K – – –
EC
905
Estate Counselors
Wisconsin
$395K +$361K +1,200 New
TCM
906
Tuttle Capital Management
Connecticut
$387K +$354K +1,176 New
KFA
907
Krane Funds Advisors
New York
$385K -$192K -639 -35%
IC
908
Intersect Capital
California
$385K -$21K -70 -6%
AGM
909
Alpine Global Management
New York
$385K -$18.3K -61 -5%
IBOK
910
Independence Bank of Kentucky
Kentucky
$385K – – –
HB
911
Homrich & Berg
Georgia
$384K +$1.5K +5 +0.4%
HIIFS
912
Harel Insurance Investments & Financial Services
Israel
$377K +$90.2K +300 +36%
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$372K -$4.81K -16 -1%
MMG
914
Monetary Management Group
Missouri
$372K – – –
WA
915
Waddell & Associates
Tennessee
$371K +$338K +1,125 New
AWM
916
Altium Wealth Management
New York
$367K +$35.8K +119 +12%
ST
917
Smithfield Trust
Pennsylvania
$367K +$91.1K +303 +37%
SIAS
918
Shine Investment Advisory Services
Colorado
$366K – – –
WPW
919
Waldron Private Wealth
Pennsylvania
$358K +$24.4K +81 +8%
NFG
920
Next Financial Group
Texas
$355K -$243K -808 -43%
SIM
921
Sadoff Investment Management
Wisconsin
$354K – – –
IFS
922
Ifrah Financial Services
Arkansas
$353K -$4.81K -16 -1%
ECM
923
Elgethun Capital Management
South Dakota
$353K – – –
ACA
924
Anchor Capital Advisors
Massachusetts
$352K -$36.1K -120 -10%
JCM
925
Janney Capital Management
Pennsylvania
$352K – – –
35 36
37
38 39

SPGI Hedge Fund Activity: Q2 2020 in Review

1,179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2020, worth a combined $66.6B — up 34% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new SPGI positions and 69 closed out — a net gain of 73 holders — while 382 added to existing stakes and 465 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $253M. The largest seller was Vanguard Group, cutting an estimated $294M.

  • 1,179 institutional investors held S&P Global (SPGI) as of Q2 2020, up from 1,114 in Q1 2020.
  • Funds reported $66.6B of S&P Global stock for Q2 2020, up 34% quarter-over-quarter.
  • 142 funds opened new S&P Global positions in Q2 2020 and 69 closed out, a net change of +73 holders.
  • The largest S&P Global buyer in Q2 2020 was Baillie Gifford & Co, an estimated $253M added.
  • The largest S&P Global seller in Q2 2020 was Vanguard Group, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2020.