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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 %
CAC
551
Certified Advisory Corp
Florida
$2.86M +$2.86M +8,106 New
NO
552
Ninety One
South Africa
$2.85M +$646K +1,824 +29%
FP
553
Factorial Partners
New York
$2.84M – – –
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$2.83M -$547K -1,550 -16%
AFM
555
Anson Funds Management
Texas
$2.82M +$2.82M +8,000 New
FFA
556
First Foundation Advisors
California
$2.81M +$146K +415 +6%
VF
557
Vest Financial
Virginia
$2.8M +$544K +1,541 +24%
PS
558
Pensionfund Sabic
Netherlands
$2.79M -$353K -1,000 -11%
KCM
559
Kendall Capital Management
Maryland
$2.77M +$7.06K +20 +0.3%
MYLI
560
Meiji Yasuda Life Insurance
Japan
$2.75M -$289K -820 -10%
Impax Asset Management Group
561
Impax Asset Management Group
United Kingdom
$2.75M +$174K +494 +7%
B
562
BP
United Kingdom
$2.74M -$590K -1,673 -18%
MWM
563
Madison Wealth Management
Ohio
$2.74M +$2.74M +7,758 New
SICM
564
Sustainable Insight Capital Management
New York
$2.73M +$2.33M +6,595 +577%
IUHSA
565
Itau Unibanco Holding S.A.
Brazil
$2.67M +$2.67M +7,560 New
PFO
566
Pathstone Family Office
New Jersey
$2.66M +$2.65M +7,498 +18,288%
JWCA
567
J.W. Coons Advisors
Ohio
$2.65M +$33.5K +95 +1%
NB
568
Norinchukin Bank
Japan
$2.62M +$117K +331 +5%
CF
569
Centaurus Financial
California
$2.62M +$2.13M +6,041 +437%
SF
570
Symphony Financial
Texas
$2.61M +$123K +337 +5%
Luther King Capital Management (LKCM)
571
Luther King Capital Management (LKCM)
Texas
$2.6M – – –
PCIG
572
Partners Capital Investment Group
Massachusetts
$2.58M +$2.58M +7,297 New
PP
573
Paloma Partners
Connecticut
$2.55M -$7.52M -21,305 -75%
ACI
574
Alpha Cubed Investments
California
$2.51M +$1.85M +5,250 +284%
VC
575
Veracity Capital
Georgia
$2.5M -$157K -444 -6%
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