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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 %
HB
1051
Horizon Bancorp
Indiana
$192K -$50.6K -154 -21%
JCM
1052
Jacobi Capital Management
Pennsylvania
$185K +$4.95K +15 +3%
FPA
1053
First Pacific Advisors
California
$181K +$181K +550 New
RA
1054
Rational Advisors
New York
$176K -$5.27K -16 -3%
FHA
1055
First Horizon Advisors
Tennessee
$173K +$96.7K +294 +127%
CFGS
1056
Concourse Financial Group Securities
Alabama
$171K -$224K -680 -57%
VFA
1057
Valeo Financial Advisors
Indiana
$169K +$7.92K +24 +5%
LWM
1058
Lenox Wealth Management
Ohio
$163K +$163K +497 New
LTI
1059
Laffer Tengler Investments
Tennessee
$152K +$152K +462 New
BCA
1060
Berman Capital Advisors
Georgia
$136K +$20.8K +64 +18%
BCP
1061
Blue Chip Partners
Michigan
$131K +$131K +398 New
C
1062
Cerebellum
California
$129K +$129K +762 New
CMBA
1063
C.M. Bidwell & Associates
Hawaii
$128K -$32.7K -99 -20%
AIM
1064
AIA Investment Management
Singapore
$127K -$59.2K -180 -32%
CB
1065
CNB Bank
Pennsylvania
$126K +$12.2K +37 +11%
AWM
1066
Avior Wealth Management
Nebraska
$122K – – –
LS
1067
Leelyn Smith
Illinois
$120K – – –
GWM
1068
Geneos Wealth Management
Colorado
$117K +$11.2K +35 +11%
BFEC
1069
Benjamin F. Edwards & Company
Missouri
$115K -$6.59K -20 -5%
RDWM
1070
Red Door Wealth Management
Tennessee
$113K – – –
PCG
1071
Private Capital Group
Connecticut
$107K +$36.8K +112 +52%
CTB
1072
Country Trust Bank
Illinois
$105K – – –
AWM
1073
Atticus Wealth Management
Florida
$101K +$2.64K +8 +3%
PMFA
1074
Plante Moran Financial Advisors
Michigan
$99K -$15.8K -48 -14%
WB
1075
Webster Bank
Connecticut
$82K -$8.86K -27 -10%
41 42
43
44 45