We are live on ! Find out more
SPGI icon

S&P Global

1,114 hedge funds and large institutions have $49.7B invested in S&P Global in 2020 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 402 increasing their positions, 441 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 108

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1.26% more ownership

Funds ownership: 83.11%84.37% (+1.3%)

1% more funds holding

Funds holding: 1,1071,114 (+7)

9% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 441

10% less capital invested

Capital invested by funds: $55.4B → $49.7B (-$5.72B)

10% less call options, than puts

Call options by funds: $217M | Put options by funds: $243M

Holders
1,114
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
24.55%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.15%
New
127
Increased
402
Reduced
441
Closed
108
Calls
$217M
Puts
$243M
Net Calls
-$25.1M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
RPI
126
Railway Pension Investments
United Kingdom
$56.9M -$9.51M -34,653 -13%
CAM
127
Congress Asset Management
Massachusetts
$55.3M +$901K +3,283 +1%
Barclays
128
Barclays
United Kingdom
$54.8M -$47.5M -173,205 -44%
Artisan Partners
129
Artisan Partners
Wisconsin
$54.8M +$40.5M +147,555 +194%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$54.6M +$3.88M +14,133 +7%
Arrowstreet Capital
131
Arrowstreet Capital
Massachusetts
$54.3M +$60.7M +221,398 New
MWNA
132
Marshall Wace North America
New York
$54M -$88.1M -321,307 -59%
MNG
133
Manning & Napier Group
New York
$53.8M -$23.5M -85,735 -28%
AG
134
Aperio Group
California
$52.8M +$6.93M +25,278 +13%
MSV
135
MN Services Vermogensbeheer
Netherlands
$52.2M -$3.51M -12,800 -6%
CLOS
136
Compagnie Lombard Odier SCmA
Switzerland
$51.9M +$8.18M +29,812 +16%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$51M +$968K +3,529 +2%
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$50.8M -$16.4M -59,628 -22%
JIC
139
Johnson Investment Counsel
Ohio
$49.9M +$496K +1,807 +0.9%
RG
140
Rathbones Group
United Kingdom
$49.2M +$1.67M +6,093 +3%
JCM
141
Junto Capital Management
New York
$48.3M +$54M +197,023 New
Holocene Advisors
142
Holocene Advisors
New York
$47.8M -$22.3M -81,184 -29%
AIM
143
Allen Investment Management
New York
$47.7M +$3.83M +13,947 +8%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$47.7M -$2.97M -10,835 -5%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$47.3M +$19.6M +71,533 +59%
BHC
146
Bowen Hanes & Co
Florida
$46.3M -$603K -2,200 -1%
CI
147
Cooper Investors
Australia
$45.8M +$692K +2,522 +1%
EIG
148
EdgePoint Investment Group
Ontario, Canada
$45.7M +$51.1M +186,387 New
GF
149
Gabelli Funds
New York
$45.4M -$1.97M -7,200 -4%
MG
150
Meritage Group
California
$44.8M -$77.3M -281,901 -61%