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S&P Global
SPGI

Overview Fund Activity

1,209 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 423 increasing their positions, 487 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+35
Holders Change %
+2.98%
% of All Funds
24.46%
Holding in Top 10
61
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.15%
% of All Funds
1.23%
New
91
Increased
423
Reduced
487
Closed
48
Calls
$664M
Puts
$751M
Net Calls
-$86.4M
Net Calls Change
+$36.9M

Top Buyers

1
CWG
C WorldWide Group
Denmark
$249M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$157M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B
4
Flossbach Von Storch
Flossbach Von Storch
Germany
$149M
5
UBS Group
UBS Group
Switzerland
$194M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$206M
2
Invesco
Invesco
Georgia
$1.41B
3
Two Sigma Advisers
Two Sigma Advisers
New York
$54.8M
4
State Street
State Street
Massachusetts
$3.87B
5
Harris Associates
Harris Associates
Illinois
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
1151
Ironwood Financial
Arizona
$25K – – –
SSB
1152
Sandy Spring Bank
Maryland
$25K +$1.87K +5 +8%
AWA
1153
Arkadios Wealth Advisors
Georgia
$23K -$1.05K -3 -4%
SQA
1154
Simon Quick Advisors
New Jersey
$23K +$11.1K +31 +94%
H
1155
Hexavest
Quebec, Canada
$22K – – –
SSWG
1156
Seven Springs Wealth Group
Tennessee
$21K – – –
CWM
1157
Cranbrook Wealth Management
Michigan
$20K – – –
EWA
1158
Evolution Wealth Advisors
Florida
$19K – – –
M
1159
MOTCO
Texas
$18K – – –
AA
1160
AlphaMark Advisors
Kentucky
$18K – – –
CA
1161
Crewe Advisors
Utah
$17K +$11.2K +31 +194%
SIS
1162
Sound Income Strategies
Florida
$16K +$5.33K +15 +50%
HMS
1163
Hanseatic Management Services
New Mexico
$16K +$16K +45 New
TH
1164
TCTC Holdings
Texas
$15K – – –
PP
1165
PrairieView Partners
Minnesota
$15K – – –
OC
1166
Oakworth Capital
Alabama
$15K +$3.66K +10 +32%
SXL
1167
Summit X LLC
Missouri
$14.4K +$14.4K +1,320 New
DSC
1168
Duncker Streett & Co
Missouri
$13K – – –
HCP
1169
Hexagon Capital Partners
Arkansas
$13K +$13K +42 New
FFC
1170
First Financial Corp
Indiana
$12K – – –
WCG
1171
Weaver Consulting Group
California
$12K – – –
OIA
1172
Optimum Investment Advisors
Illinois
$11K – – –
TI
1173
tru Independence
Oregon
$11K – – –
BWA
1174
BDO Wealth Advisors
Florida
$11K +$9.58K +27 +675%
AA
1175
Advisory Alpha
Michigan
$10K +$10K +27 New
45 46
47
48 49