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S&P Global
SPGI

Overview Fund Activity

1,531 hedge funds and large institutions have $106B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 631 increasing their positions, 420 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,531
Holders Change
+125
Holders Change %
+8.89%
% of All Funds
23.64%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.02%
New
214
Increased
631
Reduced
420
Closed
68
Calls
$793M
Puts
$1.15B
Net Calls
-$359M
Net Calls Change
-$654M

Top Buyers

1
BlackRock
BlackRock
New York
+$603M
2
Ameriprise
Ameriprise
Minnesota
+$337M
3
Marshall Wace
Marshall Wace
United Kingdom
+$330M
4
N
Natixis
France
+$188M
5
Capital World Investors
Capital World Investors
California
+$187M

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
-$503M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$321M
4
PI
Putnam Investments
Massachusetts
-$222M
5
Goldman Sachs
Goldman Sachs
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPGAM
651
BTG Pactual Global Asset Management
Bermuda
$2.85M +$1.04M +2,194 +57%
OCM
652
Olstein Capital Management
New York
$2.83M -$3.3M -7,000 -54%
ROTUOC
653
Regents of the University of California
California
$2.83M – – –
BPA
654
Beacon Pointe Advisors
California
$2.83M +$588K +1,245 +26%
Dodge & Cox
655
Dodge & Cox
California
$2.78M – – –
DSC
656
Duncker Streett & Co
Missouri
$2.78M +$18.9K +40 +0.7%
WR
657
WD Rutherford
Oregon
$2.77M – – –
AAM
658
Abeille Asset Management
France
$2.73M +$2.73M +5,778 New
TI
659
Trexquant Investment
Connecticut
$2.7M +$902K +1,912 +50%
TYCC
660
Texas Yale Capital Corp
Florida
$2.7M – – –
FHB
661
First Hawaiian Bank
Hawaii
$2.69M -$162K -344 -6%
MFGM
662
Marshall Financial Group (Maryland)
Maryland
$2.68M +$46.2K +98 +2%
SWP
663
Stratos Wealth Partners
Ohio
$2.67M +$320K +679 +14%
CGA
664
Channing Global Advisors
Florida
$2.64M +$2.64M +5,592 New
SCM
665
Stevens Capital Management
Pennsylvania
$2.63M +$2.27M +4,812 +635%
CA
666
Clearstead Advisors
Ohio
$2.62M -$243K -514 -8%
BS
667
Bessemer Securities
New York
$2.62M +$1.2M +2,553 +85%
TCOV
668
Trust Company of Vermont
Vermont
$2.61M +$28.8K +61 +1%
BFS
669
Bradley Foster & Sargent
Connecticut
$2.61M +$354K +750 +16%
CI
670
Cigna Investments
Connecticut
$2.58M -$927K -1,965 -26%
RC
671
RegentAtlantic Capital
New Jersey
$2.56M +$138K +293 +6%
CK
672
Cohen Klingenstein
New York
$2.55M – – –
IWS
673
Insight Wealth Strategies
California
$2.54M +$20.3K +43 +0.8%
FFG
674
Fortem Financial Group
California
$2.54M +$106K +224 +4%
LAIC
675
Lederer & Associates Investment Counsel
California
$2.54M -$73.1K -155 -3%
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