SPGI icon

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 %
CAN
1001
Claraphi Advisory Network
United States
$244K +$27K +82 +12%
SB
1002
Strategic Blueprint
Georgia
$242K +$242K +735 New
CIS
1003
Capital International Sarl
California
$237K – – –
VC
1004
Vicus Capital
Pennsylvania
$237K +$237K +718 New
FNBT
1005
FineMark National Bank & Trust
Florida
$235K +$235K +714 New
KWM
1006
Keebeck Wealth Management
Illinois
$235K +$235K +716 New
FC
1007
Forte Capital
New York
$234K +$234K +709 New
CWM
1008
Connecticut Wealth Management
Connecticut
$234K +$234K +710 New
SHGA
1009
Sand Hill Global Advisors
California
$233K +$233K +706 New
GA
1010
Geller Advisors
New York
$232K +$232K +704 New
MWPCG
1011
Measured Wealth Private Client Group
New Hampshire
$232K +$232K +705 New
ETI
1012
Enterprise Trust & Investment
California
$231K -$33K -100 -13%
HI
1013
Hendershot Investments
Virginia
$231K +$231K +700 New
AC
1014
Abbrea Capital
California
$231K +$231K +700 New
AWM
1015
Altavista Wealth Management
North Carolina
$231K +$231K +700 New
AFWM
1016
AMJ Financial Wealth Management
Virginia
$231K +$231K +700 New
TAM
1017
Trust Asset Management
Texas
$227K +$227K +688 New
SWM
1018
SVA Wealth Management
Wisconsin
$226K +$226K +687 New
DWM
1019
Dakota Wealth Management
Florida
$225K +$225K +682 New
WA
1020
Waverly Advisors
Alabama
$222K +$222K +624 New
SRC
1021
Shufro Rose & Co
New York
$220K +$220K +667 New
QC
1022
QCM Cayman
Texas
$220K +$220K +667 New
PIN
1023
Prudent Investors Network
California
$218K +$218K +662 New
CIA
1024
CSat Investment Advisory
Michigan
$217K +$28.1K +85 +15%
EWM
1025
Empirical Wealth Management
Washington
$216K +$216K +655 New
39 40
41
42 43