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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 %
SC
651
SRB Corp
Massachusetts
$1.6M +$767K +2,172 +92%
ET
652
Equitable Trust
Tennessee
$1.6M -$97.4K -276 -6%
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$1.59M +$541K +1,533 +52%
IAA
654
Independent Advisor Alliance
North Carolina
$1.58M +$142K +402 +10%
FC
655
FORA Capital
Florida
$1.58M +$1.58M +4,471 New
FQ
656
First Quadrant
California
$1.56M – – –
LT
657
Lindsell Train
United Kingdom
$1.55M – – –
BFC
658
Blue Fin Capital
Rhode Island
$1.55M +$34.2K +97 +2%
JCM
659
Jacobsen Capital Management
Utah
$1.54M +$283K +802 +23%
NPA
660
Nichols & Pratt Advisers
Massachusetts
$1.54M – – –
KM
661
Kalos Management
Georgia
$1.52M -$364K -960 -19%
TAM
662
Tealwood Asset Management
Minnesota
$1.52M +$1.52M +4,309 New
HIIFS
663
Harel Insurance Investments & Financial Services
Israel
$1.52M -$3.71M -3,413 -71%
WC
664
Woodstock Corp
Massachusetts
$1.51M +$9.18K +26 +0.6%
RJT
665
Raymond James Trust
Florida
$1.51M +$198K +562 +15%
TNB
666
TCF National Bank
South Dakota
$1.5M -$498K -1,410 -25%
FFG
667
Fortem Financial Group
California
$1.49M -$6.7K -19 -0.4%
OAM
668
Origin Asset Management
United Kingdom
$1.48M – – –
CIC
669
Cutler Investment Counsel
Oregon
$1.48M -$8.82K -25 -0.6%
QI
670
QS Investors
New York
$1.48M -$29.7K -84 -2%
SI
671
Stephens Inc
Arkansas
$1.47M +$275K +779 +23%
SWP
672
Stratos Wealth Partners
Ohio
$1.46M +$1.17M +3,313 +400%
DAC
673
Dividend Assets Capital
South Carolina
$1.46M +$457K +1,296 +46%
Qube Research & Technologies (QRT)
674
Qube Research & Technologies (QRT)
United Kingdom
$1.43M -$11.4M -32,335 -89%
PTC
675
Private Trust Company
Ohio
$1.42M -$573K -1,625 -29%
25 26
27
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