We are live on ! Find out more
SPGI icon

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
WCG
1151
Weaver Consulting Group
California
$11K – – –
OC
1152
Oakworth Capital
Alabama
$10K – – –
OIA
1153
Optimum Investment Advisors
Illinois
$10K – – –
SIS
1154
Sound Income Strategies
Florida
$10K – – –
Kayne Anderson Rudnick Investment Management
1155
Kayne Anderson Rudnick Investment Management
California
$9K – – –
BWM
1156
BerganKDV Wealth Management
Minnesota
$9K +$2.71K +9 +53%
TSW
1157
Thompson Siegel & Walmsley
Virginia
$8K -$541K -1,800 -99%
APW
1158
Acima Private Wealth
Virginia
$7K – – –
MF
1159
Manchester Financial
California
$7K – – –
DCM
1160
Davis Capital Management
Florida
$5K +$4.51K +15 New
CA
1161
Crewe Advisors
Utah
$5K +$4.81K +16 New
PCTC
1162
Perkins Coie Trust Company
Washington
$4K -$902 -3 -20%
FWM
1163
Filbrandt Wealth Management
Wisconsin
$4K +$3.61K +12 New
JWM
1164
Janiczek Wealth Management
Colorado
$4K +$3.61K +12 New
JG
1165
Jefferies Group
New York
$3.39K -$3.03M -10,074 -49%
CCM
1166
Copeland Capital Management
Pennsylvania
$3K – – –
HI
1167
Hudock Inc
Pennsylvania
$3K – – –
JWBC
1168
John W. Brooker & Co
California
$3K – – –
1IA
1169
1834 Investment Advisors
Wisconsin
$3K +$2.41K +8 New
CWC
1170
Carolinas Wealth Consulting
North Carolina
$3K +$2.71K +9 New
UFF
1171
USA Financial Formulas
Michigan
$2K -$1.46M -4,848 -100%
GI
1172
Gradient Investments
Minnesota
$2K – – –
FMP
1173
Financial Management Professionals
Texas
$2K +$2.1K +7 New
BWA
1174
BDO Wealth Advisors
Florida
$1K – – –
DI
1175
Disciplined Investments
Oklahoma
$1K – – –
45 46
47
48 49

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.