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S&P Global
SPGI

Overview Fund Activity

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.55B
2
Capital World Investors
2
Capital World Investors
California
$2.27B
3
Goldman Sachs
3
Goldman Sachs
New York
$873M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$300M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.33B

Top Sellers

1
N
1
Natixis
France
$0
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$0
3
BMSSC
3
B. Metzler seel. Sohn & Co
Germany
$81.8M
4
Ameriprise
4
Ameriprise
Minnesota
$394M
5
SCP
5
Soroban Capital Partners
New York
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$734M -$8.75M -21,311 -1%
Morgan Stanley
27
Morgan Stanley
New York
$666M -$33M -80,427 -5%
Lazard Asset Management
28
Lazard Asset Management
New York
$649M -$72.6M -176,856 -10%
RCWMU
29
Rothschild & Co Wealth Management (UK)
United Kingdom
$609M +$19.6M +47,699 +3%
Mawer Investment Management
30
Mawer Investment Management
Alberta, Canada
$600M -$65.2M -158,832 -10%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$581M +$12.4M +30,271 +2%
IFP
32
Independent Franchise Partners
United Kingdom
$570M +$1.61M +3,933 +0.3%
UBS AM
33
UBS AM
Illinois
$551M -$17.3M -42,185 -3%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$543M -$4.61M -11,224 -0.8%
Bank of America
35
Bank of America
North Carolina
$530M +$34M +82,787 +7%
Wells Fargo
36
Wells Fargo
California
$530M -$1.22M -2,983 -0.2%
VFCM
37
Valley Forge Capital Management
Florida
$522M – – –
Swedbank
38
Swedbank
Sweden
$520M +$25.9M +63,104 +5%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$492M +$23.4M +57,049 +5%
Principal Financial Group
40
Principal Financial Group
Iowa
$467M +$1.55M +3,787 +0.3%
Charles Schwab
41
Charles Schwab
California
$466M +$10.5M +25,497 +2%
PPA
42
Parametric Portfolio Associates
Washington
$452M +$19.2M +46,674 +4%
CWG
43
C WorldWide Group
Denmark
$451M -$242K -589 -0.1%
Deutsche Bank
44
Deutsche Bank
Germany
$447M +$45.1M +109,950 +11%
TP
45
Third Point
New York
$410M – – –
Ameriprise
46
Ameriprise
Minnesota
$394M -$98.8M -240,236 -20%
American Century Companies
47
American Century Companies
Missouri
$388M -$20.2M -49,240 -5%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$377M +$24.6M +59,963 +7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$374M +$91.1M +221,890 +32%
FPP
50
Findlay Park Partners
United Kingdom
$363M -$8.78M -21,395 -2%
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