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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 %
BTW
626
Boston Trust Walden
Massachusetts
$1.77M – – –
TPA
627
Trivium Point Advisory
Connecticut
$1.77M +$199K +564 +13%
VFM
628
Viking Fund Management
North Dakota
$1.76M – – –
SWM
629
Segment Wealth Management
Texas
$1.76M +$82.6K +234 +5%
SWM
630
Spire Wealth Management
Virginia
$1.76M +$1.76M +5,051 New
Westfield Capital Management
631
Westfield Capital Management
Massachusetts
$1.74M -$64.8M -183,609 -97%
CAM
632
Cozad Asset Management
Illinois
$1.74M +$575K +1,630 +49%
NWM
633
Nicola Wealth Management
British Columbia, Canada
$1.74M -$51.5K -146 -3%
CCP
634
Corient Capital Partners
California
$1.73M +$100K +284 +6%
AIM
635
Anchor Investment Management
South Carolina
$1.72M +$213K +605 +14%
GCGDR
636
Geo Capital Gestora de Recursos
Brazil
$1.72M +$92.8K +263 +6%
SA
637
SRN Advisors
Pennsylvania
$1.71M -$316K -896 -16%
RSWM
638
Robertson Stephens Wealth Management
California
$1.71M +$6.35K +18 +0.4%
O
639
Ossiam
France
$1.69M +$1.02M +2,894 +152%
BFS
640
Bradley Foster & Sargent
Connecticut
$1.69M – – –
GC
641
Guardian Capital
Ontario, Canada
$1.69M +$180K +510 +12%
SCM
642
Sirios Capital Management
Massachusetts
$1.68M -$252K -715 -13%
SC
643
Sepio Capital
Utah
$1.67M -$2.3M -6,513 -58%
Simplex Trading
644
Simplex Trading
Illinois
$1.67M +$1.67M +4,740 New
CA
645
Clearstead Advisors
Ohio
$1.67M +$2.12K +6 +0.1%
MF
646
Magnetar Financial
Illinois
$1.66M +$1.66M +4,704 New
WCM
647
Whitener Capital Management
North Carolina
$1.66M – – –
RWA
648
River Wealth Advisors
Pennsylvania
$1.64M -$40.6K -115 -2%
RI
649
Redwood Investments
Massachusetts
$1.63M -$1.06K -3 -0.1%
LBD
650
Landsberg Bennett & Dubbaneh
Florida
$1.63M +$409K +1,128 +34%
24 25
26
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