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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
+$1.3B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.23B
3
Parnassus Investments
Parnassus Investments
California
+$971M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$459M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$368M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$629M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$491M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$265M
4
Renaissance Technologies
Renaissance Technologies
New York
-$244M
5
Two Sigma Investments
Two Sigma Investments
New York
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
601
Vestcor Inc
New Brunswick, Canada
$2.19M -$146K -415 -6%
BOH
602
Bank of Hawaii
Hawaii
$2.17M -$151K -429 -7%
Dodge & Cox
603
Dodge & Cox
California
$2.15M – – –
BAM
604
Bruderman Asset Management
New York
$2.13M +$62.1K +176 +3%
ROTUOC
605
Regents of the University of California
California
$2.12M – – –
CI
606
CX Institutional
Indiana
$2.07M +$1.95M +5,534 +1,703%
MFGM
607
Marshall Financial Group (Maryland)
Maryland
$2.05M +$49.7K +141 +2%
EBT
608
Enterprise Bank & Trust
Massachusetts
$2.03M +$103K +293 +5%
TYCC
609
Texas Yale Capital Corp
Florida
$2M – – –
SKK
610
Shepherd Kaplan Krochuk
Massachusetts
$1.98M -$531K -1,504 -21%
PF
611
Phoenix Financial
Israel
$1.97M -$4.07M -11,545 -67%
WR
612
WD Rutherford
Oregon
$1.97M +$429K +1,215 +28%
SC
613
Scotia Capital
Ontario, Canada
$1.94M +$161K +455 +9%
GG
614
Gofen & Glossberg
Illinois
$1.91M +$568K +1,609 +42%
ACM
615
Ativo Capital Management
Illinois
$1.91M -$134K -381 -7%
CK
616
Cohen Klingenstein
New York
$1.91M – – –
OAM
617
Oppenheimer Asset Management
New York
$1.89M -$5.98M -16,973 -76%
TCOV
618
Trust Company of Vermont
Vermont
$1.89M +$51.2K +145 +3%
PGFC
619
Peapack-Gladstone Financial Corp
New Jersey
$1.88M +$560K +1,588 +42%
PCM
620
Parsons Capital Management
Rhode Island
$1.88M -$16.9K -48 -0.9%
LAIC
621
Lederer & Associates Investment Counsel
California
$1.87M -$59.6K -169 -3%
SIM
622
Sentry Investment Management
Wisconsin
$1.85M -$7.9M -22,390 -81%
IB
623
Intrust Bank
Kansas
$1.84M -$353 -1 -0%
BAM
624
Belpointe Asset Management
Nevada
$1.84M +$508K +1,440 +38%
PAG
625
Private Advisor Group
New Jersey
$1.81M -$2.02M -5,731 -53%
23 24
25
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