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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 %
TL
976
TrueWealth LLC
Georgia
$153K – – –
PCM
977
Prelude Capital Management
New York
$152K +$13.5K +55 +10%
AssetMark Inc
978
AssetMark Inc
California
$148K -$3.35M -13,617 -96%
IFAM
979
Institutional & Family Asset Management
Colorado
$148K +$6.12K +25 +4%
CIA
980
CSat Investment Advisory
Michigan
$140K +$17.4K +71 +14%
AIM
981
AIA Investment Management
Singapore
$139K +$17.2K +70 +14%
RA
982
Rational Advisors
New York
$135K -$1.29M -5,274 -91%
OPS
983
Orion Portfolio Solutions
Nebraska
$135K +$34.2K +139 +34%
JCM
984
Jacobi Capital Management
Pennsylvania
$134K -$177K -720 -57%
VFA
985
Valeo Financial Advisors
Indiana
$129K -$30.4K -115 -19%
LC
986
Lindbrook Capital
California
$127K -$41.7K -170 -25%
CMBA
987
C.M. Bidwell & Associates
Hawaii
$119K -$386K -1,577 -76%
HI
988
Human Investing
Oregon
$119K -$17.6K -72 -13%
CFB
989
Cullen/Frost Bankers
Texas
$118K +$118K +478 +23,900%
CIM
990
Contravisory Investment Management
Massachusetts
$111K +$18.5K +76 +20%
AWM
991
Avior Wealth Management
Nebraska
$91K +$16.1K +66 +22%
BFEC
992
Benjamin F. Edwards & Company
Missouri
$90K -$60.5K -248 -40%
LS
993
Leelyn Smith
Illinois
$89K -$951K -3,899 -91%
BCA
994
Berman Capital Advisors
Georgia
$86K +$29.6K +122 +53%
PMFA
995
Plante Moran Financial Advisors
Michigan
$85K +$28.6K +117 +51%
CB
996
CNB Bank
Pennsylvania
$84K +$63.3K +260 +306%
RDWM
997
Red Door Wealth Management
Tennessee
$84K +$84K +344 New
EDRH
998
Edmond de Rothschild Holding
Switzerland
$81K +$81K +330 New
GWM
999
Geneos Wealth Management
Colorado
$79K – – –
CTB
1000
Country Trust Bank
Illinois
$78K – – –
38 39
40
41 42