S&P Global
SPGI
1,116 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, 442 reducing their positions, and 108 closing their positions.
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: 50 → 52 (+2)
1.18% more ownership
Funds ownership: 83.13% → 84.31% (+1.2%)
1% more funds holding
Funds holding: 1,109 → 1,116 (+7)
9% less repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 442
10% less capital invested
Capital invested by funds: $55.5B → $49.7B (-$5.73B)
10% less call options, than puts
Call options by funds: $217M | Put options by funds: $243M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$435M |
| 2 |
Citigroup
New York
|
+$341M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$307M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$263M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$341M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$318M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
-$298M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$227M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$203M |
SPGI Hedge Fund Activity: Q1 2020 in Review
1,116 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2020, worth a combined $49.7B — down 10% from $55.5B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new SPGI positions and 108 closed out — a net gain of 19 holders — while 402 added to existing stakes and 442 trimmed.
The largest buyer was Capital World Investors, adding an estimated $435M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $341M sold.
- 1,116 institutional investors held S&P Global (SPGI) as of Q1 2020, up from 1,109 in Q4 2019.
- Funds reported $49.7B of S&P Global stock for Q1 2020, down 10% quarter-over-quarter.
- 127 funds opened new S&P Global positions in Q1 2020 and 108 closed out, a net change of +19 holders.
- The largest S&P Global buyer in Q1 2020 was Capital World Investors, an estimated $435M added.
- The largest S&P Global seller in Q1 2020 was Orbis Allan Gray, an estimated $341M sold.
Based on aggregated 13F filings for Q1 2020.