We are live on ! Find out more
SPGI icon

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
SFA
976
Sequoia Financial Advisors
Ohio
$286K -$48.7K -162 -16%
COF
977
Capital One Financial
Virginia
$286K – – –
VCM
978
Versant Capital Management
Arizona
$286K +$2.1K +7 +0.8%
SFS
979
Sowell Financial Services
Arkansas
$280K -$492K -1,636 -66%
SNT
980
Security National Trust
West Virginia
$280K – – –
VCM
981
Violich Capital Management
California
$280K – – –
MC
982
Moors & Cabot
Massachusetts
$279K +$255K +847 New
SFG
983
StrategIQ Financial Group
Indiana
$278K – – –
APWM
984
Atlas Private Wealth Management
New York
$277K – – –
MGIA
985
Matthew Goff Investment Advisor
Texas
$275K – – –
WSTAM
986
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$4.51K +15 +2%
FI
987
Fosun International
China
$270K – – –
RZH
988
Relyea Zuckerberg Hanson
Connecticut
$264K -$8.42K -28 -3%
TI
989
Truehand Inc
New Hampshire
$264K – – –
TC
990
Trust Company
Kansas
$264K – – –
ACM
991
Avalon Capital Management
California
$264K +$241K +800 New
H
992
HoyleCohen
California
$264K +$241K +800 New
PHS
993
Pekin Hardy Strauss
Illinois
$264K +$241K +800 New
PA
994
Procyon Advisors
Connecticut
$263K -$26.5K -88 -10%
FG
995
Fiduciary Group
Georgia
$263K +$240K +797 New
FNT
996
First National Trust
Pennsylvania
$263K +$240K +797 New
MAM
997
Meeder Asset Management
Ohio
$260K +$47.5K +158 +25%
CBFP
998
Cedar Brook Financial Partners
Ohio
$258K +$235K +783 New
VCA
999
Verdence Capital Advisors
Maryland
$258K +$235K +783 New
BWP
1000
BSW Wealth Partners
Colorado
$257K +$234K +779 New
38 39
40
41 42

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.