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S&P Global
SPGI

Overview Fund Activity

1,406 hedge funds and large institutions have $95.2B invested in S&P Global in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 571 increasing their positions, 453 reducing their positions, and 51 closing their positions.

Holders
1,406
Holders Change
+56
Holders Change %
+4.15%
% of All Funds
24.69%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.97%
New
120
Increased
571
Reduced
453
Closed
51
Calls
$1.14B
Puts
$843M
Net Calls
+$295M
Net Calls Change
+$213M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$633M
2
Capital International Investors
2
Capital International Investors
California
$2.39B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.82B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.09B
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$271M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.93B
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$2.05B
3
TCM
3
Tybourne Capital Management
Hong Kong
$0
4
KBC Group
4
KBC Group
Belgium
$171M
5
UIM
5
USS Investment Management
United Kingdom
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$748M 1,759,693 -27,662 -2%
Morgan Stanley
27
Morgan Stanley
New York
$690M 1,623,382 -46 -0%
RCWMU
28
Rothschild & Co Wealth Management (UK)
United Kingdom
$640M 1,505,258 +22,312 +2%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$633M 1,476,054 +745,234 +102%
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$630M 1,483,279 +67,938 +5%
Lazard Asset Management
31
Lazard Asset Management
New York
$593M 1,395,061 -185,057 -12%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$586M 1,379,395 +56,717 +4%
UBS AM
33
UBS AM
Illinois
$584M 1,373,399 +31,627 +2%
Mawer Investment Management
34
Mawer Investment Management
Alberta, Canada
$582M 1,369,624 -91,078 -6%
IFP
35
Independent Franchise Partners
United Kingdom
$547M 1,287,112 -101,397 -7%
VFCM
36
Valley Forge Capital Management
Florida
$542M 1,276,544 +4,000 +0.3%
Wells Fargo
37
Wells Fargo
California
$525M 1,236,247 -54,650 -4%
Bank of America
38
Bank of America
North Carolina
$518M 1,218,482 -73,631 -6%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$510M 1,200,705 +2,544 +0.2%
Deutsche Bank
40
Deutsche Bank
Germany
$509M 1,197,671 +109,008 +10%
Swedbank
41
Swedbank
Sweden
$501M 1,179,971 -85,772 -7%
Charles Schwab
42
Charles Schwab
California
$493M 1,160,565 +24,771 +2%
PPA
43
Parametric Portfolio Associates
Washington
$472M 1,111,075 +10,802 +1%
CWG
44
C WorldWide Group
Denmark
$460M 1,083,722 -14,773 -1%
Citadel Advisors
45
Citadel Advisors
Florida
$427M 1,006,030 +131,649 +15%
TP
46
Third Point
New York
$425M 1,000,000 – –
Nordea Investment Management
47
Nordea Investment Management
Sweden
$408M 943,360 +24,221 +3%
Principal Financial Group
48
Principal Financial Group
Iowa
$401M 943,070 -194,643 -17%
American Century Companies
49
American Century Companies
Missouri
$399M 938,944 -6,206 -0.7%
Ameriprise
50
Ameriprise
Minnesota
$382M 899,118 -60,036 -6%
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