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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
PIM
176
Provident Investment Management
Michigan
$35.5M -$1.85M -6,729 -4%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.2M -$4.71M -17,187 -11%
AAM
178
Ardevora Asset Management
United Kingdom
$35.1M -$5.05M -18,400 -11%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$35.1M -$14.3M -52,295 -27%
GIA
180
Gateway Investment Advisers
Ohio
$34.8M +$32.5M +118,462 +502%
Aviva
181
Aviva
United Kingdom
$34.8M -$9.89M -36,071 -20%
PC
182
Polar Capital
United Kingdom
$33.8M -$20.6M -75,273 -35%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$32.9M +$11.6M +42,329 +46%
VDI
184
Vaughan David Investments
Illinois
$32.6M -$1.71M -6,226 -4%
Toronto Dominion Bank
185
Toronto Dominion Bank
Ontario, Canada
$32.3M -$25.1M -91,659 -41%
DAM
186
Delta Asset Management
Tennessee
$31.7M -$760K -2,770 -2%
AT
187
AMF Tjänstepension
Sweden
$31.7M -$3.21M -11,699 -8%
Retirement Systems of Alabama
188
Retirement Systems of Alabama
Alabama
$31.6M -$691K -2,519 -2%
LWCA
189
Locust Wood Capital Advisers
New York
$31.5M +$21.1M +76,805 +148%
PAMU
190
Pictet Asset Management (UK)
United Kingdom
$31.4M -$1.43M -5,200 -4%
WCM
191
Wedge Capital Management
North Carolina
$31.4M +$3.34M +12,161 +10%
Citadel Advisors
192
Citadel Advisors
Florida
$31.3M -$48.6M -177,141 -58%
CF
193
Cypress Funds
California
$31.2M +$30.1M +109,848 +633%
SAM
194
Storebrand Asset Management
Norway
$30.8M +$34.5M +125,878 New
CA
195
Cullinan Associates
Kentucky
$30.6M +$658K +2,400 +2%
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
$30.4M +$8.91M +32,469 +35%
Aberdeen Group
197
Aberdeen Group
United Kingdom
$29.2M -$7.49M -27,318 -19%
Treasurer of the State of North Carolina
198
Treasurer of the State of North Carolina
North Carolina
$29M +$2.34M +8,520 +8%
Ensign Peak Advisors
199
Ensign Peak Advisors
Utah
$28.9M +$11.6M +42,433 +56%
ICP
200
Ironvine Capital Partners
Nebraska
$28.7M +$2.99M +10,905 +10%