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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
EWP
1176
Engrave Wealth Partners
Texas
$1K – – –
FCH
1177
Freestone Capital Holdings
Washington
$271 -$71.6K -238 -22%
WIM
1178
Westside Investment Management
California
$16 – – –
TI
1179
tru Independence
Oregon
$10 – – –
ECU
1180
Egerton Capital (UK)
United Kingdom
– -$124M -505,106 Closed
JCM
1181
Junto Capital Management
New York
– -$48.3M -197,023 Closed
Holocene Advisors
1182
Holocene Advisors
New York
– -$47.8M -195,183 Closed
EIG
1183
EdgePoint Investment Group
Ontario, Canada
– -$45.7M -186,387 Closed
MG
1184
Meritage Group
California
– -$44.8M -182,843 Closed
Citadel Advisors
1185
Citadel Advisors
Florida
– -$38.4M -127,597 Closed
PIA
1186
Piedmont Investment Advisors
North Carolina
– -$16.9M -68,788 Closed
MWA
1187
Marshall Wace Asia
Hong Kong
– -$7.18M -29,314 Closed
MAMU
1188
Marathon Asset Management (UK)
United Kingdom
– -$5.31M -21,657 Closed
Hudson Bay Capital Management
1189
Hudson Bay Capital Management
Connecticut
– -$4.41M -18,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1190
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$4.03M -16,430 Closed
WI
1191
WBI Investments
New Jersey
– -$3.19M -13,017 Closed
WAM
1192
Wakefield Asset Management
Colorado
– -$2.17M -8,845 Closed
LOAMS
1193
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.09M -8,534 Closed
LCM
1194
Landscape Capital Management
New Jersey
– -$1.79M -7,314 Closed
CCM
1195
Crestwood Capital Management
New York
– -$1.59M -6,480 Closed
PG
1196
Pendal Group
Australia
– -$1.36M -5,532 Closed
Twin Tree Management
1197
Twin Tree Management
Texas
– -$1.41M -4,692 Closed
LFASL
1198
Lugano Financial Advisors SA (LFA)
Switzerland
– -$1.36M -4,630 Closed
MUAMU
1199
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$1.1M -4,500 Closed
AFM
1200
Anson Funds Management
Texas
– -$980K -4,000 Closed
46 47
48
49 50

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.