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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.

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

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$476M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$713M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.54B
4
Renaissance Technologies
Renaissance Technologies
New York
$58.1M
5
Two Sigma Investments
Two Sigma Investments
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
476
McKinley Carter Wealth Services
West Virginia
$4.75M +$268K +758 +6%
PP
477
PDT Partners
New York
$4.69M +$4.4M +12,465 +1,493%
DT
478
Diversified Trust
Tennessee
$4.68M -$18.3K -52 -0.4%
GCA
479
Greenwood Capital Associates
South Carolina
$4.66M -$13.8K -39 -0.3%
CTC
480
Central Trust Company
Missouri
$4.66M +$259K +734 +6%
SC
481
Scholtz & Company
Connecticut
$4.62M -$52.9K -150 -1%
CIS
482
Capital International Sarl
California
$4.62M +$4.36M +12,359 +1,717%
RWP
483
Ridgecrest Wealth Partners
California
$4.59M +$4.59M +13,000 New
WTC
484
WhitTier Trust Company
Nevada
$4.48M +$511K +1,449 +13%
V
485
Veritable
Delaware
$4.47M -$211K -598 -5%
NEI
486
Northwest & Ethical Investments
Ontario, Canada
$4.46M -$1.55M -4,403 -26%
Daiwa Securities Group
487
Daiwa Securities Group
Japan
$4.41M +$160K +453 +4%
ARI
488
Applied Research Investments
Delaware
$4.39M +$210K +595 +5%
UF
489
Univest Financial
Pennsylvania
$4.34M +$4.34M +12,304 New
S
490
swisspartners
Liechtenstein
$4.32M +$4.32M +12,225 New
PDN
491
Pensionfund DSM Netherlands
Netherlands
$4.31M +$318K +900 +8%
OMC
492
Old Mission Capital
Illinois
$4.27M +$4.27M +12,100 New
FCI
493
Financial Counselors Inc
Kansas
$4.09M +$134K +380 +3%
SAM
494
Sompo Asset Management
Japan
$4.09M -$1.35M -3,830 -25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
495
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.05M +$1.73M +4,917 +75%
CI
496
Capital International
California
$4.02M +$4.02M +11,383 New
MA
497
MUFG Americas
New York
$4.02M -$216K -613 -5%
Squarepoint
498
Squarepoint
New York
$4.01M -$21.2M -60,214 -84%
KAS
499
Kestra Advisory Services
Texas
$4M +$2.85M +8,085 +248%
CFG
500
Citizens Financial Group
Rhode Island
$3.99M -$88.2K -250 -2%
18 19
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