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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 %
CAM
676
Cypress Asset Management
Texas
$1.42M -$187K -530 -12%
WP
677
WealthPLAN Partners
Nebraska
$1.42M +$1.42M +3,568 New
EM
678
Excalibur Management
Massachusetts
$1.41M – – –
LOAMS
679
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.41M +$1.41M +3,991 New
BSW
680
Buckingham Strategic Wealth
Missouri
$1.41M -$35.6K -101 -2%
ED
681
Exane Derivatives
France
$1.41M +$64.2K +182 +5%
CAN
682
Cetera Advisor Networks
California
$1.38M +$149K +421 +12%
PA
683
Profund Advisors
Maryland
$1.38M +$85.1K +241 +7%
CI
684
Cavalier Investments
Georgia
$1.37M +$225K +638 +20%
RCM
685
Regency Capital Management
Hawaii
$1.35M +$1.35M +3,832 New
HPIA
686
Hamilton Point Investment Advisors
North Carolina
$1.34M – – –
Cetera Investment Advisers
687
Cetera Investment Advisers
Illinois
$1.32M -$133K -376 -9%
TPM
688
Triasima Portfolio Management
Quebec, Canada
$1.32M – – –
BUB
689
BBVA USA Bancshares
Texas
$1.32M -$24K -68 -2%
SV
690
Sturgeon Ventures
United Kingdom
$1.32M – – –
AAP
691
Aristotle Atlantic Partners
Florida
$1.32M -$176K -500 -12%
RBA
692
Richard Bernstein Advisors
New York
$1.31M – – –
SF
693
Synovus Financial
Georgia
$1.3M +$172K +487 +15%
EWM
694
Evercore Wealth Management
New York
$1.28M -$1.93M -5,474 -60%
GIA
695
Guyasuta Investment Advisors
Pennsylvania
$1.27M -$7.06K -20 -0.6%
SM
696
Sciencast Management
New Jersey
$1.26M +$1.26M +3,452 New
OPPTF
697
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.26M +$39.7K +111 +3%
LS
698
Livforsakringsbolaget Skandia
Sweden
$1.26M – – –
VPIM
699
Vanguard Personalized Indexing Management
California
$1.26M +$381K +1,079 +43%
NERM
700
New England Research & Management
Illinois
$1.25M +$1.25M +3,550 New
26 27
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