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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 %
VCM
951
Violich Capital Management
California
$208K -$12.2K -50 -6%
SFG
952
StrategIQ Financial Group
Indiana
$207K -$7.36K -30 -3%
HIIFS
953
Harel Insurance Investments & Financial Services
Israel
$207K +$32.7K +133 +19%
FI
954
Fosun International
China
$207K +$207K +840 New
APWM
955
Atlas Private Wealth Management
New York
$206K +$206K +842 New
AAP
956
Arax Advisory Partners
Colorado
$205K -$35.5K -145 -15%
MGIA
957
Matthew Goff Investment Advisor
Texas
$205K – – –
HPWM
958
Highland Private Wealth Management
Washington
$205K +$9.82K +40 +5%
PJSIMP
959
P.J. Schmidt Investment Management (PJS)
Wisconsin
$205K +$205K +838 New
RZH
960
Relyea Zuckerberg Hanson
Connecticut
$203K +$6.87K +28 +4%
WSTAM
961
Wilbanks Smith & Thomas Asset Management
Virginia
$201K +$201K +819 New
ST
962
Smithfield Trust
Pennsylvania
$198K -$209K -852 -51%
BDWM
963
Brewin Dolphin Wealth Management
Ireland
$196K – – –
ETI
964
Enterprise Trust & Investment
California
$196K -$49K -200 -20%
TC
965
Trust Company
Kansas
$196K – – –
TI
966
Truehand Inc
New Hampshire
$196K – – –
CBT
967
Capital Bank & Trust
California
$187K -$3.92K -16 -2%
HB
968
Horizon Bancorp
Indiana
$181K -$50.3K -205 -22%
FA
969
Fortis Advisors
Pennsylvania
$178K +$8.08K +33 +5%
CIS
970
Capital International Sarl
California
$176K +$176K +720 New
CAN
971
Claraphi Advisory Network
United States
$161K +$161K +659 New
Marshall Wace
972
Marshall Wace
United Kingdom
$160K -$2.85M -11,634 -95%
ADL
973
Asset Dedication LLC
California
$160K +$160K +678 New
BL
974
Balentine LLC
Georgia
$155K +$70.9K +290 +84%
MAM
975
Meeder Asset Management
Ohio
$154K +$56K +230 +57%
37 38
39
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