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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 %
TCOV
651
Trust Company of Vermont
Vermont
$2.33M +$39.9K +94 +2%
CAM
652
Cresset Asset Management
Illinois
$2.33M +$570K +1,341 +32%
CI
653
CX Institutional
Indiana
$2.31M -$101K -238 -4%
FF
654
Fluent Financial
Texas
$2.31M +$16.1K +38 +0.7%
CCMG
655
Clark Capital Management Group
Pennsylvania
$2.3M +$2.3M +5,404 New
CK
656
Cohen Klingenstein
New York
$2.29M – – –
IWS
657
Insight Wealth Strategies
California
$2.27M +$13.6K +32 +0.6%
WP
658
WealthPLAN Partners
Nebraska
$2.24M +$90.8K +193 +4%
PCM
659
Parsons Capital Management
Rhode Island
$2.23M -$8.5K -20 -0.4%
BDWM
660
Brewin Dolphin Wealth Management
Ireland
$2.21M +$4.25K +10 +0.2%
BTW
661
Boston Trust Walden
Massachusetts
$2.21M -$34K -80 -2%
WAM
662
World Asset Management
Michigan
$2.2M -$171K -403 -7%
FFG
663
Fortem Financial Group
California
$2.19M +$54.8K +129 +3%
RC
664
RegentAtlantic Capital
New Jersey
$2.18M +$467K +1,100 +27%
GC
665
Guardian Capital
Ontario, Canada
$2.16M +$134K +315 +7%
IB
666
Intrust Bank
Kansas
$2.15M +$6.38K +15 +0.3%
AFA
667
Abacus FCF Advisors
Florida
$2.14M -$471K -1,040 -18%
IAA
668
Independent Advisor Alliance
North Carolina
$2.13M +$26.8K +63 +1%
VFM
669
Viking Fund Management
North Dakota
$2.12M – – –
RCM
670
Regency Capital Management
Hawaii
$2.12M +$111K +261 +6%
SWP
671
Stratos Wealth Partners
Ohio
$2.11M +$136K +319 +7%
KPW
672
Kore Private Wealth
New York
$2.1M +$124K +292 +6%
SC
673
Sepio Capital
Utah
$2.1M +$45.5K +107 +2%
NWM
674
Nicola Wealth Management
British Columbia, Canada
$2.09M – – –
SWM
675
Segment Wealth Management
Texas
$2.09M -$73.5K -173 -3%
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