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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 %
NIT
1226
NumerixS Investment Technologies
British Columbia, Canada
– -$600K -1,822 Closed
ARTA
1227
A.R.T. Advisors
New York
– -$544K -1,650 Closed
CWM
1228
Calamos Wealth Management
Illinois
– -$499K -1,513 Closed
YMRC
1229
Yorktown Management & Research Company
Virginia
– -$461K -1,400 Closed
PM
1230
Parametrica Management
Hong Kong
– -$427K -1,295 Closed
TCM
1231
Tuttle Capital Management
Connecticut
– -$387K -1,176 Closed
AGM
1232
Alpine Global Management
New York
– -$385K -1,169 Closed
FAM
1233
Fulcrum Asset Management
United Kingdom
– -$307K -1,157 Closed
WA
1234
Waddell & Associates
Tennessee
– -$371K -1,125 Closed
AO
1235
Advisor OS
Illinois
– -$347K -1,052 Closed
CBT
1236
Capital Bank & Trust
California
– -$248K -754 Closed
AC
1237
Abbrea Capital
California
– -$231K -700 Closed
QC
1238
QCM Cayman
Texas
– -$220K -667 Closed
HF
1239
HRT Financial
New York
– -$212K -644 Closed
TI
1240
Tidal Investments
Wisconsin
– -$211K -639 Closed
FNBOO
1241
First National Bank of Omaha
Nebraska
– -$204K -620 Closed
ECM
1242
Element Capital Management
New York
– -$204K -618 Closed
RDWM
1243
Red Door Wealth Management
Tennessee
– -$113K -344 Closed
KPW
1244
Kore Private Wealth
New York
– -$56K -171 Closed
1W
1245
1776 Wealth
Georgia
– -$42K -130 Closed
BFIM
1246
Beese Fulmer Investment Management
Ohio
– -$43K -130 Closed
PGAM
1247
Princeton Global Asset Management
New Jersey
– -$42K -128 Closed
VEA
1248
Virtus ETF Advisers
New York
– -$38K -114 Closed
LCM
1249
Laurion Capital Management
New York
– -$37K -111 Closed
NSB
1250
Norway Savings Bank
Maine
– -$33K -100 Closed
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