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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 %
WJWM
951
Williams Jones Wealth Management
New York
$310K +$7.25K +22 +2%
OPS
952
Orion Portfolio Solutions
Nebraska
$310K +$129K +393 +72%
ECM
953
Evergreen Capital Management
Washington
$308K +$12.5K +38 +4%
MWM
954
Meridian Wealth Management
Kentucky
$307K -$1.65K -5 -0.5%
FAM
955
Fulcrum Asset Management
United Kingdom
$307K +$307K +1,157 New
BDWM
956
Brewin Dolphin Wealth Management
Ireland
$306K +$42.8K +130 +16%
EHC
957
Everett Harris & Co
California
$306K +$306K +930 New
CCM
958
Compton Capital Management
Rhode Island
$303K – – –
DWM
959
Dorchester Wealth Management
Quebec, Canada
$297K – – –
ADL
960
Asset Dedication LLC
California
$297K +$70.5K +211 +31%
CFG
961
Cooper Financial Group
California
$297K +$297K +902 New
PFA
962
Plotkin Financial Advisors
Maryland
$297K – – –
CB
963
Cadence Bank
Mississippi
$295K -$660 -2 -0.2%
PWP
964
Principle Wealth Partners
Connecticut
$295K – – –
AC
965
Alexandria Capital
Virginia
$293K – – –
PJSIMP
966
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K +$14.5K +44 +5%
IIC
967
Ironwood Investment Counsel
Arizona
$289K -$568K -1,729 -66%
Fisher Asset Management
968
Fisher Asset Management
Washington
$289K -$32.3K -98 -10%
HPWM
969
Highland Private Wealth Management
Washington
$289K +$14.2K +43 +5%
LWMM
970
Legacy Wealth Management (Mississippi)
Mississippi
$288K – – –
CFA
971
Carroll Financial Associates
North Carolina
$286K -$61.3K -186 -18%
SFA
972
Sequoia Financial Advisors
Ohio
$286K -$53.4K -162 -16%
COF
973
Capital One Financial
Virginia
$286K – – –
VCM
974
Versant Capital Management
Arizona
$286K +$2.3K +7 +0.8%
SFS
975
Sowell Financial Services
Arkansas
$280K -$540K -1,636 -66%
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