S&P Global
SPGI
1,213 hedge funds and large institutions have $72.4B invested in S&P Global in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 427 increasing their positions, 487 reducing their positions, and 49 closing their positions.
84% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 49
9% more capital invested
Capital invested by funds: $66.6B → $72.4B (+$5.84B)
3% more funds holding
Funds holding: 1,180 → 1,213 (+33)
0.49% less ownership
Funds ownership: 83.86% → 83.37% (-0.49%)
6% less funds holding in top 10
Funds holding in top 10: 65 → 61 (-4)
12% less repeat investments, than reductions
Existing positions increased: 427 | Existing positions reduced: 487
14% less call options, than puts
Call options by funds: $667M | Put options by funds: $778M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
+$244M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$143M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$136M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
+$83.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$185M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$124M |
| 3 |
Two Sigma Advisers
New York
|
-$108M |
| 4 |
State Street
Boston,
Massachusetts
|
-$106M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$99.1M |
SPGI Hedge Fund Activity: Q3 2020 in Review
1,213 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2020, worth a combined $72.4B — up 8.8% from $66.6B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SPGI positions and 49 closed out — a net gain of 41 holders — while 427 added to existing stakes and 487 trimmed.
The largest buyer was C WorldWide Group, opening a new position worth an estimated $244M. The largest seller was Nordea Investment Management, cutting an estimated $185M.
- 1,213 institutional investors held S&P Global (SPGI) as of Q3 2020, up from 1,180 in Q2 2020.
- Funds reported $72.4B of S&P Global stock for Q3 2020, up 8.8% quarter-over-quarter.
- 90 funds opened new S&P Global positions in Q3 2020 and 49 closed out, a net change of +41 holders.
- The largest S&P Global buyer in Q3 2020 was C WorldWide Group, an estimated $244M added.
- The largest S&P Global seller in Q3 2020 was Nordea Investment Management, an estimated $185M sold.
Based on aggregated 13F filings for Q3 2020.