S&P Global
SPGI
1,180 hedge funds and large institutions have $66.6B invested in S&P Global in 2020 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 383 increasing their positions, 463 reducing their positions, and 70 closing their positions.
103% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 70
34% more capital invested
Capital invested by funds: $49.7B → $66.6B (+$16.8B)
25% more funds holding in top 10
Funds holding in top 10: 52 → 65 (+13)
6% more funds holding
Funds holding: 1,116 → 1,180 (+64)
0.46% less ownership
Funds ownership: 84.31% → 83.86% (-0.46%)
17% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 463
25% less call options, than puts
Call options by funds: $377M | Put options by funds: $501M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$253M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$216M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$204M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$172M |
| 5 |
Jennison Associates
New York
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$294M |
| 2 |
Citigroup
New York
|
-$283M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$129M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$124M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$122M |
SPGI Hedge Fund Activity: Q2 2020 in Review
1,180 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2020, worth a combined $66.6B — up 34% from $49.7B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new SPGI positions and 70 closed out — a net gain of 72 holders — while 383 added to existing stakes and 463 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $253M. The largest seller was Vanguard Group, cutting an estimated $294M.
- 1,180 institutional investors held S&P Global (SPGI) as of Q2 2020, up from 1,116 in Q1 2020.
- Funds reported $66.6B of S&P Global stock for Q2 2020, up 34% quarter-over-quarter.
- 142 funds opened new S&P Global positions in Q2 2020 and 70 closed out, a net change of +72 holders.
- The largest S&P Global buyer in Q2 2020 was Baillie Gifford & Co, an estimated $253M added.
- The largest S&P Global seller in Q2 2020 was Vanguard Group, an estimated $294M sold.
Based on aggregated 13F filings for Q2 2020.