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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
BPA
1051
Beacon Pointe Advisors
California
$202K +$184K +613 New
BDF
1052
Balasa Dinverno & Foltz
$201K +$183K +610 New
HI
1053
Human Investing
Oregon
$196K +$32.5K +108 +22%
FMT
1054
First Mercantile Trust
Tennessee
$194K +$177K +590 New
HB
1055
Horizon Bancorp
Indiana
$192K -$46.3K -154 -21%
JCM
1056
Jacobi Capital Management
Pennsylvania
$185K +$4.51K +15 +3%
FPA
1057
First Pacific Advisors
California
$181K +$165K +550 New
RA
1058
Rational Advisors
New York
$176K -$4.81K -16 -3%
FHA
1059
First Horizon Advisors
Tennessee
$173K +$88.4K +294 +127%
CFGS
1060
Concourse Financial Group Securities
Alabama
$171K -$204K -680 -57%
VFA
1061
Valeo Financial Advisors
Indiana
$169K +$7.22K +24 +5%
LWM
1062
Lenox Wealth Management
Ohio
$163K +$149K +497 New
LTI
1063
Laffer Tengler Investments
Tennessee
$152K +$139K +462 New
BCA
1064
Berman Capital Advisors
Georgia
$136K +$19.2K +64 +18%
BCP
1065
Blue Chip Partners
Michigan
$131K +$120K +398 New
C
1066
Cerebellum
California
$129K +$229K +762 New
CMBA
1067
C.M. Bidwell & Associates
Hawaii
$128K -$29.8K -99 -20%
AIM
1068
AIA Investment Management
Singapore
$127K -$54.1K -180 -32%
CB
1069
CNB Bank
Pennsylvania
$126K +$11.1K +37 +11%
AWM
1070
Avior Wealth Management
Nebraska
$122K – – –
LS
1071
Leelyn Smith
Illinois
$120K – – –
GWM
1072
Geneos Wealth Management
Colorado
$117K +$10.5K +35 +11%
BFEC
1073
Benjamin F. Edwards & Company
Missouri
$115K -$6.01K -20 -5%
RDWM
1074
Red Door Wealth Management
Tennessee
$113K – – –
PCG
1075
Private Capital Group
Connecticut
$107K +$33.7K +112 +52%
41 42
43
44 45

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.