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S&P Global
SPGI

Overview Fund Activity

1,406 hedge funds and large institutions have $95.2B invested in S&P Global in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 571 increasing their positions, 453 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,406
Holders Change
+56
Holders Change %
+4.15%
% of All Funds
24.69%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.97%
New
120
Increased
571
Reduced
453
Closed
51
Calls
$1.14B
Puts
$843M
Net Calls
+$295M
Net Calls Change
+$213M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$320M
2
Capital International Investors
Capital International Investors
California
+$278M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$192M
4
Goldman Sachs
Goldman Sachs
New York
+$189M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$172M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$481M
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$442M
3
TCM
Tybourne Capital Management
Hong Kong
-$223M
4
KBC Group
KBC Group
Belgium
-$148M
5
UIM
USS Investment Management
United Kingdom
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCMGA
626
York Capital Management Global Advisors
New York
$2.71M -$2.2M -5,184 -45%
CI
627
Ceera Investments
Texas
$2.68M – – –
GKFF
628
George Kaiser Family Foundation
Oklahoma
$2.67M – – –
FCM
629
Fortis Capital Management
Washington
$2.67M -$353K -831 -12%
RIM
630
Redpoint Investment Management
Australia
$2.66M -$66.3K -156 -2%
HBT
631
Hills Bank & Trust
Iowa
$2.65M -$12.3K -29 -0.5%
KRSITF
632
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.65M -$15.7K -37 -0.6%
EBT
633
Enterprise Bank & Trust
Massachusetts
$2.65M +$119K +281 +5%
MFAM
634
Motley Fool Asset Management
Virginia
$2.63M +$2.63M +6,191 New
CA
635
Clearstead Advisors
Ohio
$2.58M +$6.8K +16 +0.3%
FHB
636
First Hawaiian Bank
Hawaii
$2.57M +$34K +80 +1%
ROTUOC
637
Regents of the University of California
California
$2.55M – – –
MYIA
638
Mount Yale Investment Advisors
Colorado
$2.54M -$240K -564 -9%
BOH
639
Bank of Hawaii
Hawaii
$2.52M -$26.3K -62 -1%
VLC
640
Van Leeuwen & Company
New Jersey
$2.52M +$25.1K +59 +1%
Boston Partners
641
Boston Partners
Massachusetts
$2.51M -$67.1K -158 -3%
Dodge & Cox
642
Dodge & Cox
California
$2.51M – – –
WR
643
WD Rutherford
Oregon
$2.49M +$121K +285 +5%
DSC
644
Duncker Streett & Co
Missouri
$2.49M – – –
VIA
645
Vident Investment Advisory
Georgia
$2.44M -$209K -492 -8%
TYCC
646
Texas Yale Capital Corp
Florida
$2.43M +$21.2K +50 +0.9%
MFGM
647
Marshall Financial Group (Maryland)
Maryland
$2.37M +$75.2K +177 +3%
TPA
648
Trivium Point Advisory
Connecticut
$2.35M +$58K +134 +3%
LAIC
649
Lederer & Associates Investment Counsel
California
$2.35M +$6.8K +16 +0.3%
BAM
650
Blueshift Asset Management
New Jersey
$2.34M +$746K +1,756 +47%
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