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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 %
SNT
976
Security National Trust
West Virginia
$280K – – –
VCM
977
Violich Capital Management
California
$280K – – –
MC
978
Moors & Cabot
Massachusetts
$279K +$279K +847 New
SFG
979
StrategIQ Financial Group
Indiana
$278K – – –
APWM
980
Atlas Private Wealth Management
New York
$277K – – –
MGIA
981
Matthew Goff Investment Advisor
Texas
$275K – – –
WSTAM
982
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$4.95K +15 +2%
FI
983
Fosun International
China
$270K – – –
RZH
984
Relyea Zuckerberg Hanson
Connecticut
$264K -$9.24K -28 -3%
TC
985
Trust Company
Kansas
$264K – – –
TI
986
Truehand Inc
New Hampshire
$264K – – –
PHS
987
Pekin Hardy Strauss
Illinois
$264K +$264K +800 New
H
988
HoyleCohen
California
$264K +$264K +800 New
ACM
989
Avalon Capital Management
California
$264K +$264K +800 New
PA
990
Procyon Advisors
Connecticut
$263K -$29K -88 -10%
FG
991
Fiduciary Group
Georgia
$263K +$263K +797 New
FNT
992
First National Trust
Pennsylvania
$263K +$263K +797 New
MAM
993
Meeder Asset Management
Ohio
$260K +$52K +158 +25%
VCA
994
Verdence Capital Advisors
Maryland
$258K +$258K +783 New
CBFP
995
Cedar Brook Financial Partners
Ohio
$258K +$258K +783 New
BWP
996
BSW Wealth Partners
Colorado
$257K +$257K +779 New
CAM
997
Cypress Asset Management
Texas
$252K +$252K +765 New
CBT
998
Capital Bank & Trust
California
$248K -$2.96K -9 -1%
TPA
999
Trivium Point Advisory
Connecticut
$248K +$248K +728 New
GBT
1000
Grove Bank & Trust
Florida
$245K +$245K +743 New
38 39
40
41 42