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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 %
HDIM
1001
Hanson & Doremus Investment Management
Vermont
$74K +$74K +300 New
AWM
1002
Atticus Wealth Management
Florida
$73K +$2.21K +9 +3%
WB
1003
Webster Bank
Connecticut
$68K – – –
AIC
1004
Ameritas Investment Company
Nebraska
$68K +$37.9K +155 +126%
1W
1005
1776 Wealth
Georgia
$66K +$33K +130 +100%
OSAM
1006
O'Shaughnessy Asset Management
Connecticut
$63K -$91.1K -370 -59%
BII
1007
Bainco International Investors
Massachusetts
$62K +$62K +254 New
CYG
1008
Clean Yield Group
Vermont
$61K -$12.2K -50 -17%
IUHSA
1009
Itau Unibanco Holding S.A.
Brazil
$58K +$9.02K +37 +18%
WPA
1010
West Paces Advisors
Georgia
$57.3K -$7.11K -29 -11%
AIM
1011
Artemis Investment Management
United Kingdom
$56.5K +$4.2K +17,112 +8%
FHA
1012
First Horizon Advisors
Tennessee
$56K +$49.5K +205 +759%
LWA
1013
Lenox Wealth Advisors
New York
$54K +$7.12K +29 +15%
PCG
1014
Private Capital Group
Connecticut
$52K -$56.9K -234 -52%
TWA
1015
TCI Wealth Advisors
Arizona
$52K -$40.2K -164 -44%
ZB
1016
Zions Bancorporation
Utah
$51K -$43.9K -178 -46%
CAL
1017
Capital Analysts LLC
Pennsylvania
$51K – – –
HWA
1018
HHM Wealth Advisors
Tennessee
$51K +$51K +207 New
FRA
1019
Front Row Advisors
California
$50K +$50K +171 New
EFSCE
1020
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$16.2K +66 +51%
KTC
1021
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
KPW
1022
Kore Private Wealth
New York
$44K +$17.2K +70 +64%
NSIM
1023
North Star Investment Management
Illinois
$42K -$49.4K -200 -54%
CHA
1024
Carmichael Hill & Associates
Maryland
$41K – – –
RFA
1025
Reilly Financial Advisors
California
$40K +$247 +1 +0.6%
39 40
41
42 43