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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
CAM
1001
Cypress Asset Management
Texas
$252K +$230K +765 New
CBT
1002
Capital Bank & Trust
California
$248K -$2.71K -9 -1%
TPA
1003
Trivium Point Advisory
Connecticut
$248K +$219K +728 New
GBT
1004
Grove Bank & Trust
Florida
$245K +$223K +743 New
CAN
1005
Claraphi Advisory Network
United States
$244K +$24.7K +82 +12%
SB
1006
Strategic Blueprint
Georgia
$242K +$221K +735 New
CIS
1007
Capital International Sarl
California
$237K – – –
VC
1008
Vicus Capital
Pennsylvania
$237K +$216K +718 New
FNBT
1009
FineMark National Bank & Trust
Florida
$235K +$215K +714 New
KWM
1010
Keebeck Wealth Management
Illinois
$235K +$215K +716 New
FC
1011
Forte Capital
New York
$234K +$213K +709 New
CWM
1012
Connecticut Wealth Management
Connecticut
$234K +$213K +710 New
SHGA
1013
Sand Hill Global Advisors
California
$233K +$212K +706 New
GA
1014
Geller Advisors
New York
$232K +$212K +704 New
MWPCG
1015
Measured Wealth Private Client Group
New Hampshire
$232K +$212K +705 New
ETI
1016
Enterprise Trust & Investment
California
$231K -$30.1K -100 -13%
AC
1017
Abbrea Capital
California
$231K +$210K +700 New
AWM
1018
Altavista Wealth Management
North Carolina
$231K +$210K +700 New
AFWM
1019
AMJ Financial Wealth Management
Virginia
$231K +$210K +700 New
HI
1020
Hendershot Investments
Virginia
$231K +$210K +700 New
TAM
1021
Trust Asset Management
Texas
$227K +$207K +688 New
SWM
1022
SVA Wealth Management
Wisconsin
$226K +$207K +687 New
DWM
1023
Dakota Wealth Management
Florida
$225K +$205K +682 New
WA
1024
Waverly Advisors
Alabama
$222K +$188K +624 New
QC
1025
QCM Cayman
Texas
$220K +$201K +667 New
39 40
41
42 43

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.