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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 %
GRP
1026
Global Retirement Partners
California
$40K +$23.9K +98 +148%
HGWM
1027
Harvest Group Wealth Management
Massachusetts
$39K -$4.6K -19 -11%
WLPWM
1028
Walled Lake Planning & Wealth Management
Illinois
$36K – – –
SLF
1029
Sun Life Financial
Ontario, Canada
$36K +$248 +1 +0.7%
CC
1030
Cognios Capital
Kansas
$35K +$35K +143 New
O
1031
Ossiam
France
$34K -$181K -741 -84%
PB
1032
Pinnacle Bancorp
Nebraska
$34K +$22K +90 +184%
VEA
1033
Virtus ETF Advisers
New York
$33K +$3.97K +16 +14%
PFGIA
1034
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$7.88K -32 -20%
GAM
1035
Gemmer Asset Management
California
$31K – – –
PGAM
1036
Princeton Global Asset Management
New Jersey
$31K – – –
EARNEST Partners
1037
EARNEST Partners
Georgia
$31K – – –
TFO
1038
Tarbox Family Office
California
$31K +$7.63K +31 +33%
EW
1039
Evoke Wealth
California
$30.2K -$8.33K -34 -22%
FDCDDQ
1040
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1K -$52.4K -214 -64%
BWM
1041
Baystate Wealth Management
Massachusetts
$30K – – –
TF
1042
TimeScale Financial
Massachusetts
$29K – – –
FMII
1043
Farmers & Merchants Investments Inc
Nebraska
$29K +$483 +2 +2%
LWM
1044
Liberty Wealth Management
California
$29K +$29K +119 New
FCA
1045
FinTrust Capital Advisors
South Carolina
$28K -$1.47K -6 -5%
CDIA
1046
Capital Directions Investment Advisors
Georgia
$28K – – –
AS
1047
Altshuler Shaham
Israel
$25K -$415K -1,710 -94%
ARMC
1048
American Research & Management Company
Massachusetts
$25K -$50K -200 -67%
BAM
1049
Barrett Asset Management
New York
$25K – – –
NSB
1050
Norway Savings Bank
Maine
$25K – – –
40 41
42
43 44