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S&P Global
SPGI

Overview Fund Activity

1,291 hedge funds and large institutions have $75.9B invested in S&P Global in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 517 increasing their positions, 408 reducing their positions, and 111 closing their positions.

Holders
1,291
Holders Change
+24
Holders Change %
+1.89%
% of All Funds
22.73%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.69%
New
148
Increased
517
Reduced
408
Closed
111
Calls
$603M
Puts
$523M
Net Calls
+$79.3M
Net Calls Change
-$97.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.81B
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$2.07B
3
Parnassus Investments
3
Parnassus Investments
California
$971M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.58B
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$649M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$476M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$713M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.54B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$58.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$601M 1,703,855 +11,985 +0.7%
Mawer Investment Management
27
Mawer Investment Management
Alberta, Canada
$571M 1,619,534 +86,108 +6%
RCWMU
28
Rothschild & Co Wealth Management (UK)
United Kingdom
$506M 1,435,247 +50,046 +4%
Ninety One (UK)
29
Ninety One (UK)
United Kingdom
$489M 1,385,070 -261,058 -16%
IFP
30
Independent Franchise Partners
United Kingdom
$489M 1,384,576 +764,373 +123%
UBS AM
31
UBS AM
Illinois
$488M 1,383,957 +58,619 +4%
Goldman Sachs
32
Goldman Sachs
New York
$482M 1,366,558 -355,408 -21%
Jennison Associates
33
Jennison Associates
New York
$476M 1,347,948 -1,781,593 -57%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$471M 1,333,902 -9,147 -0.7%
Wells Fargo
35
Wells Fargo
California
$457M 1,293,880 -437,204 -25%
VFCM
36
Valley Forge Capital Management
Florida
$449M 1,272,544 +627,003 +97%
Bank of America
37
Bank of America
North Carolina
$427M 1,209,326 -13,496 -1%
Swedbank
38
Swedbank
Sweden
$424M 1,202,639 -25,315 -2%
Ameriprise
39
Ameriprise
Minnesota
$424M 1,199,390 +6,821 +0.6%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$403M 1,141,112 +297,617 +35%
Principal Financial Group
41
Principal Financial Group
Iowa
$400M 1,133,926 +9,992 +0.9%
Charles Schwab
42
Charles Schwab
California
$392M 1,110,297 -107,425 -9%
CWG
43
C WorldWide Group
Denmark
$388M 1,099,084 +9,100 +0.8%
PPA
44
Parametric Portfolio Associates
Washington
$372M 1,053,599 -1,591 -0.2%
TP
45
Third Point
New York
$353M 1,000,000 +100,000 +11%
American Century Companies
46
American Century Companies
Missouri
$351M 994,390 +74,772 +8%
Deutsche Bank
47
Deutsche Bank
Germany
$345M 978,713 -255,000 -21%
Citadel Advisors
48
Citadel Advisors
Florida
$331M 939,177 +593,392 +172%
Franklin Resources
49
Franklin Resources
California
$324M 916,926 +56,615 +7%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$322M 911,144 -57,006 -6%
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