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S&P Global
SPGI

1,179 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, 382 increasing their positions, 465 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 69

34% more capital invested

Capital invested by funds: $49.7B → $66.6B (+$16.9B)

25% more funds holding in top 10

Funds holding in top 10: 52 → 65 (+13)

6% more funds holding

Funds holding: 1,114 → 1,179 (+65)

0.4% less ownership

Funds ownership: 84.37% → 83.97% (-0.4%)

18% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 465

25% less call options, than puts

Call options by funds: $377M | Put options by funds: $501M

Holders
1,179
Holders Change
+65
Holders Change %
+5.83%
% of All Funds
24.17%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
142
Increased
382
Reduced
465
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
+$253M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$216M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$204M
4
Capital International Investors
Capital International Investors
California
+$172M
5
Jennison Associates
Jennison Associates
New York
+$152M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$294M
2
Citigroup
Citigroup
New York
-$283M
3
Invesco
Invesco
Georgia
-$129M
4
ECU
Egerton Capital (UK)
United Kingdom
-$124M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
951
MACRO Consulting Group
New Jersey
$316K – – –
AI
952
Atom Investors
Texas
$313K -$568K -1,888 -67%
FBT
953
First Bankers Trust
Kentucky
$313K +$285K +949 New
HIA
954
Harbor Investment Advisory
Maryland
$311K -$39.1K -130 -12%
WJWM
955
Williams Jones Wealth Management
New York
$310K +$6.62K +22 +2%
OPS
956
Orion Portfolio Solutions
Nebraska
$310K +$118K +393 +72%
ECM
957
Evergreen Capital Management
Washington
$308K +$11.4K +38 +4%
MWM
958
Meridian Wealth Management
Kentucky
$307K -$1.5K -5 -0.5%
FAM
959
Fulcrum Asset Management
United Kingdom
$307K +$348K +1,157 New
BDWM
960
Brewin Dolphin Wealth Management
Ireland
$306K +$39.1K +130 +16%
EHC
961
Everett Harris & Co
California
$306K +$280K +930 New
CCM
962
Compton Capital Management
Rhode Island
$303K – – –
DWM
963
Dorchester Wealth Management
Quebec, Canada
$297K – – –
ADL
964
Asset Dedication LLC
California
$297K +$63.4K +211 +31%
CFG
965
Cooper Financial Group
California
$297K +$271K +902 New
PFA
966
Plotkin Financial Advisors
Maryland
$297K – – –
CB
967
Cadence Bank
Mississippi
$295K -$601 -2 -0.2%
PWP
968
Principle Wealth Partners
Connecticut
$295K – – –
AC
969
Alexandria Capital
Virginia
$293K – – –
PJSIMP
970
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K +$13.2K +44 +5%
IIC
971
Ironwood Investment Counsel
Arizona
$289K -$520K -1,729 -66%
Fisher Asset Management
972
Fisher Asset Management
Washington
$289K -$29.5K -98 -10%
HPWM
973
Highland Private Wealth Management
Washington
$289K +$12.9K +43 +5%
LWMM
974
Legacy Wealth Management (Mississippi)
Mississippi
$288K – – –
CFA
975
Carroll Financial Associates
North Carolina
$286K -$55.9K -186 -18%
37 38
39
40 41

SPGI Hedge Fund Activity: Q2 2020 in Review

1,179 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2020, worth a combined $66.6B — up 34% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new SPGI positions and 69 closed out — a net gain of 73 holders — while 382 added to existing stakes and 465 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $253M. The largest seller was Vanguard Group, cutting an estimated $294M.

  • 1,179 institutional investors held S&P Global (SPGI) as of Q2 2020, up from 1,114 in Q1 2020.
  • Funds reported $66.6B of S&P Global stock for Q2 2020, up 34% quarter-over-quarter.
  • 142 funds opened new S&P Global positions in Q2 2020 and 69 closed out, a net change of +73 holders.
  • The largest S&P Global buyer in Q2 2020 was Baillie Gifford & Co, an estimated $253M added.
  • The largest S&P Global seller in Q2 2020 was Vanguard Group, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2020.