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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 %
F
1201
F3Logic
Minnesota
$2.84K -$332 -921 -10%
TFA
1202
Transamerica Financial Advisors
Florida
$2K -$761K -1,902 -100%
GI
1203
Gradient Investments
Minnesota
$2K – – –
DI
1204
Disciplined Investments
Oklahoma
$1K – – –
BCM
1205
Bourgeon Capital Management
Connecticut
$1K +$1K +2 New
TFM
1206
TFC Financial Management
Massachusetts
$1K +$1K +3 New
SSW
1207
Smith Shellnut Wilson
Mississippi
$520 – – –
FCA
1208
FinTrust Capital Advisors
South Carolina
$40 – – –
WIM
1209
Westside Investment Management
California
$18 – – –
Alyeska Investment Group
1210
Alyeska Investment Group
Illinois
– -$22.1M -67,125 Closed
LP
1211
LMR Partners
United Kingdom
– -$10.4M -31,632 Closed
Squarepoint
1212
Squarepoint
New York
– -$7.3M -22,163 Closed
CWS
1213
Cypress Wealth Services
California
– -$4.16M -12,622 Closed
AL
1214
AJO LP
Pennsylvania
– -$3.96M -12,031 Closed
LCM
1215
Legato Capital Management
California
– -$2.03M -6,146 Closed
FWIA
1216
Fort Washington Investment Advisors
Ohio
– -$1.98M -6,011 Closed
WG
1217
Winton Group
United Kingdom
– -$1.47M -4,462 Closed
SCM
1218
Stevens Capital Management
Pennsylvania
– -$1.42M -4,321 Closed
DA
1219
Duality Advisers
Florida
– -$1.38M -4,188 Closed
PAMP
1220
Polar Asset Management Partners
Ontario, Canada
– -$1.36M -4,119 Closed
NAM
1221
Nexpoint Asset Management
Texas
– -$1.32M -4,000 Closed
QT
1222
Quantbot Technologies
New York
– -$1.31M -3,986 Closed
AIMCA
1223
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.15M -3,500 Closed
PL
1224
Polianta Ltd
Jersey
– -$988K -3,000 Closed
IIM
1225
Intact Investment Management
Quebec, Canada
– -$658K -2,000 Closed
47 48
49
50 51