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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 %
SDAM
926
Shulman DeMeo Asset Management
New York
$349K +$658 +2 +0.2%
BBA
927
Braun-Bostich & Associates
Pennsylvania
$347K – – –
AO
928
Advisor OS
Illinois
$347K +$347K +1,052 New
CIC
929
Carnegie Investment Counsel
Ohio
$346K – – –
HT
930
Heritage Trust
Oklahoma
$346K – – –
CA
931
Cetera Advisors
Colorado
$346K +$4.94K +15 +1%
VWA
932
V Wealth Advisors
Kansas
$346K +$346K +1,049 New
MFG
933
Magnus Financial Group
New York
$343K – – –
PIA
934
Pinion Investment Advisors
Kansas
$339K +$339K +1,029 New
DC
935
Davenport & Co
Virginia
$337K -$25.1K -76 -7%
HAG
936
HighPoint Advisor Group
Illinois
$335K +$56.6K +169 +20%
DBRC
937
D.B. Root & Company
Pennsylvania
$332K -$6.25K -19 -2%
FAAS
938
First Allied Advisory Services
California
$329K -$60.3K -183 -15%
SIA
939
Starfire Investment Advisers
Michigan
$329K – – –
MA
940
Montag & Associates
Georgia
$329K – – –
ACM
941
Ayrshire Capital Management
Connecticut
$329K – – –
CB
942
Community Bank
New York
$329K – – –
SL
943
Stevard LLC
Illinois
$324K +$324K +984 New
EI
944
Ellevest Inc
New York
$322K +$33.3K +101 +12%
JSC
945
Jackson Square Capital
California
$320K -$82.4K -250 -20%
EMG
946
ETF Managers Group
New Jersey
$316K -$116K -361 -27%
MCG
947
MACRO Consulting Group
New Jersey
$316K – – –
AI
948
Atom Investors
Texas
$313K -$623K -1,888 -67%
FBT
949
First Bankers Trust
Kentucky
$313K +$313K +949 New
HIA
950
Harbor Investment Advisory
Maryland
$311K -$42.8K -130 -12%
36 37
38
39 40