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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 %
1W
1101
1776 Wealth
Georgia
$42K -$42K -130 -50%
PGAM
1102
Princeton Global Asset Management
New Jersey
$42K – – –
GAM
1103
Gemmer Asset Management
California
$42K – – –
EARNEST Partners
1104
EARNEST Partners
Georgia
$42K – – –
PFGIA
1105
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$1.64K -5 -4%
TAIM
1106
TD Ameritrade Investment Management
Nebraska
$41K +$14.2K +43 +53%
BWM
1107
Baystate Wealth Management
Massachusetts
$40K – – –
EW
1108
Evoke Wealth
California
$39K -$2K -6 -5%
VEA
1109
Virtus ETF Advisers
New York
$38K -$6.33K -19 -14%
CDIA
1110
Capital Directions Investment Advisors
Georgia
$38K – – –
LCM
1111
Laurion Capital Management
New York
$37K -$4.38M -13,149 -99%
ME
1112
McIlrath & Eck
Washington
$37K +$26.3K +79 +247%
TFO
1113
Tarbox Family Office
California
$36K -$5.62K -17 -13%
FCA
1114
FinTrust Capital Advisors
South Carolina
$36K -$1.31K -4 -4%
GEA
1115
Glen Eagle Advisors
New Jersey
$35.9K +$10.2K +31 +40%
M
1116
Mirova
France
$34K – – –
BAM
1117
Barrett Asset Management
New York
$33K – – –
AA
1118
Ancora Advisors
Ohio
$33K – – –
NSB
1119
Norway Savings Bank
Maine
$33K – – –
NIM
1120
NuWave Investment Management
New Jersey
$31K +$31K +93 New
ARMC
1121
American Research & Management Company
Massachusetts
$30K -$3.33K -10 -10%
GWS
1122
Glassman Wealth Services
Virginia
$30K +$7K +21 +30%
AWM
1123
Apollon Wealth Management
South Carolina
$29K +$29K +89 New
RCM
1124
Rain Capital Management
Oregon
$26K -$1.98K -6 -7%
SC
1125
Solstein Capital
California
$26K – – –
43 44
45
46 47