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S&P Global
SPGI

Overview Fund Activity

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$249M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$85.4M
5
UBS Group
UBS Group
Switzerland
+$82.8M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$188M
2
Invesco
Invesco
Georgia
-$127M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$111M
4
State Street
State Street
Massachusetts
-$108M
5
Harris Associates
Harris Associates
Illinois
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
926
Optimal Asset Management
California
$400K -$327K -909 -45%
SIAS
927
Shine Investment Advisory Services
Colorado
$400K – – –
KFA
928
Krane Funds Advisors
New York
$397K -$23.8K -66 -6%
GC
929
Gilbert & Cook
Iowa
$391K +$7.58K +21 +2%
SIM
930
Sadoff Investment Management
Wisconsin
$387K – – –
ECM
931
Elgethun Capital Management
South Dakota
$386K – – –
JCM
932
Janney Capital Management
Pennsylvania
$385K – – –
SDAM
933
Shulman DeMeo Asset Management
New York
$383K +$361 +1 +0.1%
CIC
934
Carnegie Investment Counsel
Ohio
$382K +$3.25K +9 +0.9%
EI
935
Ellevest Inc
New York
$380K +$27.4K +76 +8%
HT
936
Heritage Trust
Oklahoma
$379K – – –
IFS
937
Ifrah Financial Services
Arkansas
$376K -$9.36K -26 -2%
ECM
938
Evergreen Capital Management
Washington
$371K +$33.9K +94 +10%
DC
939
Davenport & Co
Virginia
$369K – – –
EMG
940
ETF Managers Group
New Jersey
$369K +$18.5K +52 +5%
VI
941
Versor Investments
New York
$369K +$369K +1,024 New
ACA
942
Anchor Capital Advisors
Massachusetts
$367K -$18K -50 -5%
CB
943
Community Bank
New York
$361K – – –
ACM
944
Ayrshire Capital Management
Connecticut
$361K – – –
MA
945
Montag & Associates
Georgia
$361K – – –
HAG
946
HighPoint Advisor Group
Illinois
$361K +$4.63K +13 +1%
DBRC
947
D.B. Root & Company
Pennsylvania
$358K -$5.4K -15 -1%
SFO
948
Stokes Family Office
Louisiana
$357K +$357K +990 New
SL
949
Stevard LLC
Illinois
$355K – – –
JSC
950
Jackson Square Capital
California
$350K – – –
36 37
38
39 40