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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
$826M
2
Citigroup
Citigroup
New York
$371M
3
Capital International Investors
Capital International Investors
California
$800M
4
Capital Research Global Investors
Capital Research Global Investors
California
$578M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.83B

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
ECU
Egerton Capital (UK)
United Kingdom
$124M
3
Edgewood Management
Edgewood Management
Connecticut
$1.17B
4
VVP
Vulcan Value Partners
Alabama
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1076
Oakworth Capital
Alabama
$8K -$59.4K -230 -88%
FFC
1077
First Financial Corp
Indiana
$8K – – –
WCG
1078
Weaver Consulting Group
California
$8K – – –
SQA
1079
Simon Quick Advisors
New Jersey
$8K +$7.03K +29 +725%
ME
1080
McIlrath & Eck
Washington
$8K +$8K +32 New
KFI
1081
Key Financial Inc
Pennsylvania
$8K +$8K +34 New
AA
1082
Advisory Alpha
Michigan
$7.55K – – –
Kayne Anderson Rudnick Investment Management
1083
Kayne Anderson Rudnick Investment Management
California
$7K – – –
OIA
1084
Optimum Investment Advisors
Illinois
$7K – – –
SIS
1085
Sound Income Strategies
Florida
$7K +$7K +30 New
AWA
1086
Arkadios Wealth Advisors
Georgia
$6.14K +$737 +3 +14%
HWM
1087
HighMark Wealth Management
Minnesota
$6K -$1.85K -8 -24%
MF
1088
Manchester Financial
California
$5K -$7K -28 -58%
APW
1089
Acima Private Wealth
Virginia
$5K – – –
WCM
1090
Wealthcare Capital Management
Virginia
$4K -$667 -3 -14%
PCTC
1091
Perkins Coie Trust Company
Washington
$4K +$800 +3 +25%
BWM
1092
BerganKDV Wealth Management
Minnesota
$4K +$1.41K +6 +55%
SCA
1093
Stonebridge Capital Advisors
Minnesota
$3K – – –
OAM
1094
Optimal Asset Management
California
$2.85K +$757 +3,091 +36%
RCM
1095
Rain Capital Management
Oregon
$2K -$188 -8 -9%
HI
1096
Hudock Inc
Pennsylvania
$2K – – –
JWBC
1097
John W. Brooker & Co
California
$2K – – –
CCM
1098
Copeland Capital Management
Pennsylvania
$2K – – –
PWMG
1099
Prestige Wealth Management Group
New Jersey
$2K +$2K +10 New
EWP
1100
Engrave Wealth Partners
Texas
$1K -$2K -12 -67%
42 43
44
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