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S&P Global
SPGI

Overview Fund Activity

1,109 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 401 increasing their positions, 440 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
+5
Holders Change %
+0.45%
% of All Funds
24.5%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
125
Increased
401
Reduced
440
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$826M
2
Citigroup
Citigroup
New York
$371M
3
Capital International Investors
Capital International Investors
California
$800M
4
Capital Research Global Investors
Capital Research Global Investors
California
$578M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.83B

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
$0
2
ECU
Egerton Capital (UK)
United Kingdom
$124M
3
Edgewood Management
Edgewood Management
Connecticut
$1.17B
4
VVP
Vulcan Value Partners
Alabama
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1176
Stratos Investment Management
Ohio
– -$259K -948 Closed
BAM
1177
Blueshift Asset Management
New Jersey
– -$247K -906 Closed
SWP
1178
Stratos Wealth Partners
Ohio
– -$247K -906 Closed
BCM
1179
BlueCrest Capital Management
Jersey
– -$236K -865 Closed
BSPF
1180
British Steel Pension Fund
United Kingdom
– -$236K -863 Closed
JIP
1181
Jaffetilchin Investment Partners
Florida
– -$227K -833 Closed
VCA
1182
Verdence Capital Advisors
Maryland
– -$223K -818 Closed
ACA
1183
Affinity Capital Advisors
California
– -$222K -812 Closed
H
1184
HoyleCohen
California
– -$218K -800 Closed
ACM
1185
Avalon Capital Management
California
– -$218K -800 Closed
FG
1186
Fiduciary Group
Georgia
– -$218K -797 Closed
SAM
1187
Secure Asset Management
Michigan
– -$216K -792 Closed
MC
1188
Moors & Cabot
Massachusetts
– -$216K -790 Closed
CBFP
1189
Cedar Brook Financial Partners
Ohio
– -$210K -769 Closed
DJSG
1190
D.J. St. Germain
Massachusetts
– -$208K -761 Closed
GBT
1191
Grove Bank & Trust
Florida
– -$205K -749 Closed
SB
1192
Strategic Blueprint
Georgia
– -$201K -735 Closed
FMT
1193
First Mercantile Trust
Tennessee
– -$199K -728 Closed
GLI
1194
Guardian Life Insurance
New York
– -$197K -720 Closed
NIM
1195
NuWave Investment Management
New Jersey
– -$194K -710 Closed
ZF
1196
Zhang Financial
Michigan
– -$209K -700 Closed
WA
1197
Waverly Advisors
Alabama
– -$207K -699 Closed
BCP
1198
Blue Chip Partners
Michigan
– -$163K -598 Closed
AP
1199
Advisors Preferred
Maryland
– -$141K -517 Closed
IIA
1200
ICW Investment Advisors
Arizona
– -$73K -267 Closed
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