SPGI icon

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 %
CYG
1076
Clean Yield Group
Vermont
$82K – – –
WPA
1077
West Paces Advisors
Georgia
$77.1K – – –
LWM
1078
Liberty Wealth Management
California
$73K +$33.9K +103 +87%
CAL
1079
Capital Analysts LLC
Pennsylvania
$69K +$330 +1 +0.5%
ZB
1080
Zions Bancorporation
Utah
$69K +$332 +1 +0.5%
ETC
1081
Exchange Traded Concepts
Oklahoma
$69K +$52.5K +159 +318%
HWA
1082
HHM Wealth Advisors
Tennessee
$68K – – –
TWA
1083
TCI Wealth Advisors
Arizona
$67K -$2.63K -8 -4%
EFSCE
1084
Enterprise Financial Services Corp (EFSC)
Missouri
$67K +$2.64K +8 +4%
TF
1085
TimeScale Financial
Massachusetts
$65K +$25K +75 +63%
LWA
1086
Lenox Wealth Advisors
New York
$61K -$11.9K -36 -16%
CI
1087
CX Institutional
Indiana
$59K +$37.9K +115 +180%
PWMG
1088
Prestige Wealth Management Group
New Jersey
$58K +$54.7K +164 +1,640%
KPW
1089
Kore Private Wealth
New York
$56K -$2.62K -8 -4%
CHA
1090
Carmichael Hill & Associates
Maryland
$55K – – –
GRP
1091
Global Retirement Partners
California
$54K – – –
RFA
1092
Reilly Financial Advisors
California
$53K – – –
KTC
1093
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
HGWM
1094
Harvest Group Wealth Management
Massachusetts
$53K – – –
WLPWM
1095
Walled Lake Planning & Wealth Management
Illinois
$49K – – –
SLF
1096
Sun Life Financial
Ontario, Canada
$48K – – –
PB
1097
Pinnacle Bancorp
Nebraska
$47K +$1.63K +5 +4%
FMII
1098
Farmers & Merchants Investments Inc
Nebraska
$44K +$4.3K +13 +11%
AS
1099
Altshuler Shaham
Israel
$43K +$9.19K +28 +27%
BFIM
1100
Beese Fulmer Investment Management
Ohio
$43K +$43K +130 New
42 43
44
45 46