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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
$1.01B
3
Nordea Investment Management
Nordea Investment Management
Sweden
$355M
4
Capital International Investors
Capital International Investors
California
$1.26B
5
Jennison Associates
Jennison Associates
New York
$1.16B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$6.84B
2
Citigroup
Citigroup
New York
$189M
3
Invesco
Invesco
Georgia
$1.41B
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.04M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1151
BerganKDV Wealth Management
Minnesota
$9K +$3.12K +9 +53%
TSW
1152
Thompson Siegel & Walmsley
Virginia
$8K -$576K -1,800 -99%
MF
1153
Manchester Financial
California
$7K – – –
APW
1154
Acima Private Wealth
Virginia
$7K – – –
DCM
1155
Davis Capital Management
Florida
$5K +$5K +15 New
CA
1156
Crewe Advisors
Utah
$5K +$5K +16 New
PCTC
1157
Perkins Coie Trust Company
Washington
$4K -$1K -3 -20%
JWM
1158
Janiczek Wealth Management
Colorado
$4K +$4K +12 New
FWM
1159
Filbrandt Wealth Management
Wisconsin
$4K +$4K +12 New
JG
1160
Jefferies Group
New York
$3.39K -$3.32K -10,074 -49%
CCM
1161
Copeland Capital Management
Pennsylvania
$3K – – –
HI
1162
Hudock Inc
Pennsylvania
$3K – – –
JWBC
1163
John W. Brooker & Co
California
$3K – – –
1IA
1164
1834 Investment Advisors
Wisconsin
$3K +$3K +8 New
CWC
1165
Carolinas Wealth Consulting
North Carolina
$3K +$3K +9 New
UFF
1166
USA Financial Formulas
Michigan
$2K -$1.39M -4,848 -100%
GI
1167
Gradient Investments
Minnesota
$2K – – –
FMP
1168
Financial Management Professionals
Texas
$2K +$2K +7 New
BWA
1169
BDO Wealth Advisors
Florida
$1K – – –
DI
1170
Disciplined Investments
Oklahoma
$1K – – –
EWP
1171
Engrave Wealth Partners
Texas
$1K – – –
FCH
1172
Freestone Capital Holdings
Washington
$271 -$78 -238 -22%
WIM
1173
Westside Investment Management
California
$16 – – –
TI
1174
tru Independence
Oregon
$10 – – –
ECU
1175
Egerton Capital (UK)
United Kingdom
– -$124M -505,106 Closed
45 46
47
48 49