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S&P Global
SPGI

Overview Fund Activity

1,531 hedge funds and large institutions have $106B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 631 increasing their positions, 420 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,531
Holders Change
+125
Holders Change %
+8.89%
% of All Funds
23.64%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.02%
New
214
Increased
631
Reduced
420
Closed
68
Calls
$793M
Puts
$1.15B
Net Calls
-$359M
Net Calls Change
-$654M

Top Buyers

1
BlackRock
BlackRock
New York
+$603M
2
Ameriprise
Ameriprise
Minnesota
+$337M
3
Marshall Wace
Marshall Wace
United Kingdom
+$330M
4
N
Natixis
France
+$188M
5
Capital World Investors
Capital World Investors
California
+$187M

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
-$503M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$321M
4
PI
Putnam Investments
Massachusetts
-$222M
5
Goldman Sachs
Goldman Sachs
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
526
Susquehanna Fundamental Investments
Pennsylvania
$5.76M +$5.76M +12,200 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
527
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.76M +$1.9M +4,021 +49%
NRS
528
Neville Rodie & Shaw
New York
$5.75M -$47.2K -100 -0.8%
CFM
529
Coronation Fund Managers
South Africa
$5.71M -$265K -562 -4%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$5.7M +$4.72K +10 +0.1%
MIH
531
Meitav Investment House
Israel
$5.69M +$296K +626 +5%
KAS
532
Kestra Advisory Services
Texas
$5.66M +$182K +386 +3%
AIM
533
Aigen Investment Management
New York
$5.64M +$722K +1,530 +15%
FCM
534
Fortis Capital Management
Washington
$5.64M +$2.68M +5,676 +90%
GL
535
GHE LLC
Tennessee
$5.62M +$5.62M +11,897 New
Cetera Investment Advisers
536
Cetera Investment Advisers
Illinois
$5.51M -$153K -324 -3%
CT
537
Coastline Trust
Rhode Island
$5.48M +$49.6K +105 +0.9%
UF
538
Univest Financial
Pennsylvania
$5.48M -$259K -549 -5%
ATPW
539
Ashton Thomas Private Wealth
Arizona
$5.48M -$10.9K -23 -0.2%
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$5.43M +$1.4M +2,966 +35%
AI
541
Advent International
Massachusetts
$5.38M -$3.16M -6,700 -37%
MGWM
542
Marks Group Wealth Management
Minnesota
$5.21M +$20.3K +43 +0.4%
HA
543
Harbor Advisors
Florida
$5.19M – – –
CFG
544
Citizens Financial Group
Rhode Island
$5.17M +$5.19K +11 +0.1%
GP
545
Girard Partners
Pennsylvania
$5.14M +$1.04M +2,211 +25%
FCI
546
Financial Counselors Inc
Kansas
$5.11M -$464K -984 -8%
TAMH
547
Taikang Asset Management (HK)
Hong Kong
$5.04M – – –
Mercer Global Advisors
548
Mercer Global Advisors
Colorado
$5.01M +$260K +551 +5%
BCV
549
Banque Cantonale Vaudoise
Switzerland
$4.97M +$377K +800 +8%
BFA
550
Brendel Financial Advisors
New Hampshire
$4.92M +$41.1K +87 +0.8%
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