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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
SLF
1101
Sun Life Financial
Ontario, Canada
$48K – – –
PB
1102
Pinnacle Bancorp
Nebraska
$47K +$1.5K +5 +4%
FMII
1103
Farmers & Merchants Investments Inc
Nebraska
$44K +$3.91K +13 +11%
AS
1104
Altshuler Shaham
Israel
$43K +$8.42K +28 +27%
BFIM
1105
Beese Fulmer Investment Management
Ohio
$43K +$39.1K +130 New
1W
1106
1776 Wealth
Georgia
$42K -$39.1K -130 -50%
EARNEST Partners
1107
EARNEST Partners
Georgia
$42K – – –
GAM
1108
Gemmer Asset Management
California
$42K – – –
PGAM
1109
Princeton Global Asset Management
New Jersey
$42K – – –
PFGIA
1110
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$1.5K -5 -4%
TAIM
1111
TD Ameritrade Investment Management
Nebraska
$41K +$12.9K +43 +53%
BWM
1112
Baystate Wealth Management
Massachusetts
$40K – – –
EW
1113
Evoke Wealth
California
$39K -$1.8K -6 -5%
VEA
1114
Virtus ETF Advisers
New York
$38K -$5.71K -19 -14%
CDIA
1115
Capital Directions Investment Advisors
Georgia
$38K – – –
LCM
1116
Laurion Capital Management
New York
$37K -$3.95M -13,149 -99%
ME
1117
McIlrath & Eck
Washington
$37K +$23.8K +79 +247%
TFO
1118
Tarbox Family Office
California
$36K -$5.11K -17 -13%
FCA
1119
FinTrust Capital Advisors
South Carolina
$36K -$1.2K -4 -4%
GEA
1120
Glen Eagle Advisors
New Jersey
$35.9K +$9.32K +31 +40%
M
1121
Mirova
France
$34K – – –
AA
1122
Ancora Advisors
Ohio
$33K – – –
BAM
1123
Barrett Asset Management
New York
$33K – – –
NSB
1124
Norway Savings Bank
Maine
$33K – – –
NIM
1125
NuWave Investment Management
New Jersey
$31K +$28K +93 New
43 44
45
46 47

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.