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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
SRC
1026
Shufro Rose & Co
New York
$220K +$201K +667 New
PIN
1027
Prudent Investors Network
California
$218K +$199K +662 New
CIA
1028
CSat Investment Advisory
Michigan
$217K +$25.6K +85 +15%
EWM
1029
Empirical Wealth Management
Washington
$216K +$197K +655 New
IIM
1030
Ipswich Investment Management
Massachusetts
$214K +$195K +650 New
PPW
1031
Pasadena Private Wealth
California
$214K +$196K +651 New
VFA
1032
Voya Financial Advisors
Connecticut
$214K +$200K +665 New
SPP
1033
Single Point Partners
Massachusetts
$213K +$194K +646 New
TA
1034
Tiedemann Advisors
New York
$213K +$194K +646 New
HF
1035
HRT Financial
New York
$212K -$5.28M -17,567 -96%
PFM
1036
Parsec Financial Management
North Carolina
$212K +$193K +642 New
FAIM
1037
Financial Advocates Investment Management
Washington
$212K +$194K +644 New
TI
1038
Tidal Investments
Wisconsin
$211K +$192K +639 New
BFA
1039
Bragg Financial Advisors
North Carolina
$211K +$193K +641 New
BL
1040
Balentine LLC
Georgia
$210K +$902 +3 +0.5%
ACA
1041
Affinity Capital Advisors
California
$210K +$192K +637 New
MA
1042
Mutual Advisors
Nebraska
$210K +$192K +637 New
LC
1043
Lindbrook Capital
California
$209K +$34.9K +116 +22%
NAMP
1044
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K +$190K +633 New
DHFB
1045
Dixon Hubard Feinour & Brown
Virginia
$208K +$180K +599 New
TL
1046
TrueWealth LLC
Georgia
$206K – – –
ECM
1047
Element Capital Management
New York
$204K +$186K +618 New
AWA
1048
Arete Wealth Advisors
Illinois
$204K +$186K +620 New
FNBOO
1049
First National Bank of Omaha
Nebraska
$204K +$186K +620 New
IFAM
1050
Institutional & Family Asset Management
Colorado
$203K +$3.01K +10 +2%
40 41
42
43 44

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.