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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 %
Fisher Asset Management
926
Fisher Asset Management
Washington
$239K -$31.3K -128 -12%
HAG
927
HighPoint Advisor Group
Illinois
$235K +$16.4K +58 +8%
KCPG
928
Kavar Capital Partners Group
Kansas
$230K – – –
MWM
929
Meridian Wealth Management
Kentucky
$229K -$14.7K -60 -6%
CCM
930
Compton Capital Management
Rhode Island
$225K – – –
WJWM
931
Williams Jones Wealth Management
New York
$225K +$6.37K +26 +3%
CWM
932
Circle Wealth Management
New Jersey
$224K -$4.89K -20 -2%
Walleye Capital
933
Walleye Capital
New York
$223K -$109K -445 -33%
AFA
934
Atlanta Financial Associates
Georgia
$222K +$222K +904 New
DWM
935
Dorchester Wealth Management
Quebec, Canada
$221K -$49.1K -200 -18%
PFA
936
Plotkin Financial Advisors
Maryland
$221K – – –
PWP
937
Principle Wealth Partners
Connecticut
$220K -$10.3K -42 -4%
ECM
938
Evergreen Capital Management
Washington
$220K +$735 +3 +0.3%
CAM
939
Cresset Asset Management
Illinois
$220K +$220K +899 New
CB
940
Cadence Bank
Mississippi
$219K +$219K +896 New
AC
941
Alexandria Capital
Virginia
$218K -$80.8K -330 -27%
PA
942
Procyon Advisors
Connecticut
$217K -$104K -427 -32%
EI
943
Ellevest Inc
New York
$215K -$17.7K -72 -8%
PCS
944
Personal CFO Solutions
New Jersey
$215K +$215K +878 New
LWMM
945
Legacy Wealth Management (Mississippi)
Mississippi
$214K – – –
ER
946
Enlightenment Research
Florida
$213K +$213K +800 New
VPIM
947
Vanguard Personalized Indexing Management
California
$212K +$212K +865 New
COF
948
Capital One Financial
Virginia
$212K +$212K +867 New
VCM
949
Versant Capital Management
Arizona
$211K – – –
SNT
950
Security National Trust
West Virginia
$208K -$16.4K -67 -7%
36 37
38
39 40