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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 %
EC
901
Estate Counselors
Wisconsin
$395K +$395K +1,200 New
TCM
902
Tuttle Capital Management
Connecticut
$387K +$387K +1,176 New
KFA
903
Krane Funds Advisors
New York
$385K -$211K -639 -35%
IC
904
Intersect Capital
California
$385K -$23.1K -70 -6%
AGM
905
Alpine Global Management
New York
$385K -$20.1K -61 -5%
IBOK
906
Independence Bank of Kentucky
Kentucky
$385K – – –
HB
907
Homrich & Berg
Georgia
$384K +$1.65K +5 +0.4%
HIIFS
908
Harel Insurance Investments & Financial Services
Israel
$377K +$99K +300 +36%
PWPS
909
Pinnacle Wealth Planning Services
Ohio
$372K -$5.28K -16 -1%
MMG
910
Monetary Management Group
Missouri
$372K – – –
WA
911
Waddell & Associates
Tennessee
$371K +$371K +1,125 New
AWM
912
Altium Wealth Management
New York
$367K +$39.2K +119 +12%
ST
913
Smithfield Trust
Pennsylvania
$367K +$100K +303 +37%
SIAS
914
Shine Investment Advisory Services
Colorado
$366K – – –
WPW
915
Waldron Private Wealth
Pennsylvania
$358K +$26.7K +81 +8%
NFG
916
Next Financial Group
Texas
$355K -$266K -808 -43%
SIM
917
Sadoff Investment Management
Wisconsin
$354K – – –
IFS
918
Ifrah Financial Services
Arkansas
$353K -$5.28K -16 -1%
ECM
919
Elgethun Capital Management
South Dakota
$353K – – –
ACA
920
Anchor Capital Advisors
Massachusetts
$352K -$39.6K -120 -10%
JCM
921
Janney Capital Management
Pennsylvania
$352K – – –
IF
922
Intrua Financial
Texas
$352K +$352K +988 New
EDRH
923
Edmond de Rothschild Holding
Switzerland
$351K +$242K +735 +223%
PCM
924
Penserra Capital Management
California
$350K -$93.3K -284 -21%
GC
925
Gilbert & Cook
Iowa
$350K +$24.4K +74 +7%
35 36
37
38 39