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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 %
IIM
1026
Ipswich Investment Management
Massachusetts
$214K +$214K +650 New
PPW
1027
Pasadena Private Wealth
California
$214K +$214K +651 New
VFA
1028
Voya Financial Advisors
Connecticut
$214K +$214K +665 New
SPP
1029
Single Point Partners
Massachusetts
$213K +$213K +646 New
TA
1030
Tiedemann Advisors
New York
$213K +$213K +646 New
HF
1031
HRT Financial
New York
$212K -$5.78M -17,567 -96%
PFM
1032
Parsec Financial Management
North Carolina
$212K +$212K +642 New
FAIM
1033
Financial Advocates Investment Management
Washington
$212K +$212K +644 New
TI
1034
Tidal Investments
Wisconsin
$211K +$211K +639 New
BFA
1035
Bragg Financial Advisors
North Carolina
$211K +$211K +641 New
BL
1036
Balentine LLC
Georgia
$210K +$989 +3 +0.5%
MA
1037
Mutual Advisors
Nebraska
$210K +$210K +637 New
ACA
1038
Affinity Capital Advisors
California
$210K +$210K +637 New
LC
1039
Lindbrook Capital
California
$209K +$38.2K +116 +22%
NAMP
1040
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K +$209K +633 New
DHFB
1041
Dixon Hubard Feinour & Brown
Virginia
$208K +$208K +599 New
TL
1042
TrueWealth LLC
Georgia
$206K – – –
ECM
1043
Element Capital Management
New York
$204K +$204K +618 New
FNBOO
1044
First National Bank of Omaha
Nebraska
$204K +$204K +620 New
AWA
1045
Arete Wealth Advisors
Illinois
$204K +$204K +620 New
IFAM
1046
Institutional & Family Asset Management
Colorado
$203K +$3.3K +10 +2%
BPA
1047
Beacon Pointe Advisors
California
$202K +$202K +613 New
BDF
1048
Balasa Dinverno & Foltz
$201K +$201K +610 New
HI
1049
Human Investing
Oregon
$196K +$35.6K +108 +22%
FMT
1050
First Mercantile Trust
Tennessee
$194K +$194K +590 New
40 41
42
43 44