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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 %
BAM
1101
Bellevue Asset Management
Washington
$1K -$500 -1 -33%
DI
1102
Disciplined Investments
Oklahoma
$1K – – –
GI
1103
Gradient Investments
Minnesota
$1K – – –
BWA
1104
BDO Wealth Advisors
Florida
$1K +$1K +4 New
PW
1105
Price Wealth
Texas
$1K +$1K +4 New
EWM
1106
EPG Wealth Management
Georgia
$1K +$1K +4 New
FCH
1107
Freestone Capital Holdings
Washington
$260 -$147 -602 -36%
WIM
1108
Westside Investment Management
California
$12 +$12 +51 New
TI
1109
tru Independence
Oregon
$8 – – –
OAG
1110
Orbis Allan Gray
Bermuda
– -$341M -1,247,548 Closed
VVP
1111
Vulcan Value Partners
Alabama
– -$227M -831,837 Closed
FCM
1112
Farallon Capital Management
California
– -$175M -640,382 Closed
Balyasny Asset Management
1113
Balyasny Asset Management
Illinois
– -$81.9M -299,779 Closed
N
1114
Natixis
France
– -$57M -209,657 Closed
PC
1115
Packer & Co
Australia
– -$46.1M -169,000 Closed
Squarepoint
1116
Squarepoint
New York
– -$36.8M -134,721 Closed
PCM
1117
Prana Capital Management
Connecticut
– -$21.3M -78,160 Closed
BC
1118
Breakline Capital
New York
– -$11.4M -41,569 Closed
SCM
1119
Stevens Capital Management
Pennsylvania
– -$10.5M -38,627 Closed
OAM
1120
Oxford Asset Management
United Kingdom
– -$10.5M -38,497 Closed
QT
1121
Quantbot Technologies
New York
– -$10.1M -36,865 Closed
QC
1122
Quadrature Capital
United Kingdom
– -$9.05M -33,152 Closed
SFM
1123
Soros Fund Management
New York
– -$8.63M -31,602 Closed
WMSA
1124
Weiss Multi-Strategy Advisers
New York
– -$8.19M -30,000 Closed
CC
1125
Cipher Capital
New York
– -$8.19M -29,978 Closed
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