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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 %
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.25M +$133K +376 +12%
LFS
702
Legacy Financial Strategies
Kansas
$1.23M +$102K +290 +9%
MCM
703
Moore Capital Management
New York
$1.23M +$621K +1,760 +103%
ICM
704
IMS Capital Management
Oregon
$1.22M – – –
WANY
705
Wealthspire Advisors (New York)
New York
$1.22M +$319K +904 +35%
CAM
706
Cresset Asset Management
Illinois
$1.22M +$651K +1,845 +115%
CG
707
Castellan Group
Kentucky
$1.21M – – –
DL
708
DOHJ LLC
Washington
$1.2M -$9.88K -28 -0.8%
WS
709
Wedbush Securities
California
$1.2M +$1.2M +3,391 New
Acadian Asset Management
710
Acadian Asset Management
Massachusetts
$1.2M -$648K -1,837 -35%
PFS
711
Prospera Financial Services
Texas
$1.19M +$476K +1,349 +66%
GW
712
GW & Wade
Massachusetts
$1.19M +$557K +1,578 +88%
BJL
713
Brighton Jones LLC
Washington
$1.18M +$145K +410 +14%
SW
714
SVB Wealth
Massachusetts
$1.17M +$42K +119 +4%
PL
715
Polianta Ltd
Jersey
$1.16M -$141K -400 -11%
ECM
716
Exchange Capital Management
Michigan
$1.16M – – –
FWCM
717
Ferguson Wellman Capital Management
Oregon
$1.16M -$21.3M -60,386 -95%
KPW
718
Kore Private Wealth
New York
$1.16M +$1.16M +3,288 New
WF
719
Welch & Forbes
Massachusetts
$1.16M -$265K -750 -19%
VAS
720
Vestmark Advisory Solutions
Massachusetts
$1.15M +$166K +471 +17%
VIA
721
Vident Investment Advisory
Georgia
$1.14M -$552K -1,564 -33%
WSFS
722
Wilmington Savings Fund Society
Delaware
$1.11M -$27.5K -78 -2%
MA
723
Mezzasalma Advisors
New Jersey
$1.1M – – –
SM
724
SG3 Management
Puerto Rico
$1.09M +$300K +850 +38%
CI
725
Conning Inc
Connecticut
$1.09M -$95.2K -270 -8%
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