SPGI icon

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 %
CI
701
Conning Inc
Connecticut
$1.84M +$705K +1,659 +62%
IC
702
IEQ Capital
California
$1.83M +$391K +921 +27%
DAC
703
Dividend Assets Capital
South Carolina
$1.82M -$8.07K -19 -0.4%
DWM
704
Dakota Wealth Management
Florida
$1.82M -$77.3K -182 -4%
RWA
705
River Wealth Advisors
Pennsylvania
$1.82M -$107K -252 -6%
SCM
706
Sirios Capital Management
Massachusetts
$1.82M -$85.4K -201 -4%
Westfield Capital Management
707
Westfield Capital Management
Massachusetts
$1.82M -$297K -700 -14%
WC
708
Woodstock Corp
Massachusetts
$1.82M – – –
IA
709
IndexIQ Advisors
New York
$1.78M +$85.8K +202 +5%
CIC
710
Cutler Investment Counsel
Oregon
$1.75M -$21.2K -50 -1%
CAM
711
Cypress Asset Management
Texas
$1.74M +$4.25K +10 +0.2%
BAM
712
Belpointe Asset Management
Nevada
$1.74M +$39.5K +93 +2%
PRC
713
Pearl River Capital
Michigan
$1.73M +$1.73M +4,074 New
PTC
714
Private Trust Company
Ohio
$1.73M +$10.2K +24 +0.6%
ACM
715
Ativo Capital Management
Illinois
$1.73M +$102K +240 +6%
SW
716
SVB Wealth
Massachusetts
$1.72M +$264K +621 +18%
WIS
717
Wright Investors Service
Connecticut
$1.72M +$1.72M +4,047 New
CM
718
Capula Management
Cayman Islands
$1.72M +$1.35M +3,179 +368%
NPA
719
Nichols & Pratt Advisers
Massachusetts
$1.71M -$85.7K -200 -5%
EM
720
Excalibur Management
Massachusetts
$1.7M – – –
ED
721
Exane Derivatives
France
$1.7M -$113K -266 -6%
SWM
722
Spire Wealth Management
Virginia
$1.69M -$5.1K -12 -0.3%
CG
723
Castellan Group
Kentucky
$1.68M +$217K +512 +15%
BPGAM
724
BTG Pactual Global Asset Management
Bermuda
$1.63M +$1.63M +3,841 New
LFS
725
Legacy Financial Strategies
Kansas
$1.63M +$70.5K +166 +5%
27 28
29
30 31