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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 %
AI
676
AXS Investments
New York
$2.53M +$2.53M +5,369 New
Boston Partners
677
Boston Partners
Massachusetts
$2.53M -$254K -538 -9%
TPA
678
Trivium Point Advisory
Connecticut
$2.53M -$30.2K -64 -1%
MIA
679
MMBG Investment Advisors
Florida
$2.52M +$2.52M +5,340 New
PCM
680
Parsons Capital Management
Rhode Island
$2.5M +$30.2K +64 +1%
FF
681
Fluent Financial
Texas
$2.49M -$68.4K -145 -3%
GC
682
Guardian Capital
Ontario, Canada
$2.48M +$82.6K +175 +3%
BDWM
683
Brewin Dolphin Wealth Management
Ireland
$2.46M – – –
SC
684
Skylands Capital
Wisconsin
$2.44M -$708K -1,500 -22%
SC
685
Settian Capital
New York
$2.44M +$2.44M +5,175 New
FC
686
FORA Capital
Florida
$2.44M +$2.44M +5,171 New
AA
687
ALPS Advisors
Colorado
$2.44M -$661K -1,400 -21%
BTW
688
Boston Trust Walden
Massachusetts
$2.44M -$11.8K -25 -0.5%
IB
689
Intrust Bank
Kansas
$2.43M +$40.1K +85 +2%
ECM
690
Everence Capital Management
Indiana
$2.4M -$1.51M -3,190 -39%
CIM
691
Caldwell Investment Management
Ontario, Canada
$2.4M +$2.4M +5,071 New
VFM
692
Viking Fund Management
North Dakota
$2.36M – – –
RCM
693
Regency Capital Management
Hawaii
$2.35M +$1.89K +4 +0.1%
VAS
694
Vestmark Advisory Solutions
Massachusetts
$2.35M +$224K +475 +11%
RSWM
695
Robertson Stephens Wealth Management
California
$2.35M +$33K +70 +1%
NWM
696
Nicola Wealth Management
British Columbia, Canada
$2.33M – – –
SC
697
Sepio Capital
Utah
$2.33M -$944 -2 -0%
PF
698
Phoenix Financial
Israel
$2.33M +$173K +365 +8%
SWM
699
Segment Wealth Management
Texas
$2.3M -$15.1K -32 -0.7%
CCMG
700
Clark Capital Management Group
Pennsylvania
$2.29M -$263K -558 -10%
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