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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 %
JWM
701
Jackson Wealth Management
Florida
$2.27M +$2.27M +4,810 New
SCA
702
Strategic Capital Advisers
Colorado
$2.27M – – –
DA
703
Duality Advisers
Florida
$2.23M +$2.23M +4,733 New
AFA
704
Abacus FCF Advisors
Florida
$2.23M – – –
BCM
705
Breiter Capital Management
Florida
$2.22M +$144K +306 +7%
PIP
706
Peachtree Investment Partners
Florida
$2.22M +$1.4M +2,958 +170%
WCM
707
Whitener Capital Management
North Carolina
$2.22M – – –
WP
708
WealthPLAN Partners
Nebraska
$2.2M +$221K +532 +11%
IC
709
IEQ Capital
California
$2.2M +$168K +356 +8%
LOAMS
710
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.19M +$2.19M +4,635 New
RI
711
Redwood Investments
Massachusetts
$2.18M +$34.9K +74 +2%
SKK
712
Shepherd Kaplan Krochuk
Massachusetts
$2.17M +$1.42K +3 +0.1%
AIM
713
Anchor Investment Management
South Carolina
$2.15M -$44.4K -94 -2%
JCM
714
Jacobsen Capital Management
Utah
$2.1M -$20.3K -43 -1%
LT
715
Lindsell Train
United Kingdom
$2.08M – – –
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.07M – – –
RJT
717
Raymond James Trust
Florida
$2.07M -$22.7K -48 -1%
DAC
718
Dividend Assets Capital
South Carolina
$2.07M +$45.8K +97 +2%
PWAG
719
Polaris Wealth Advisory Group
California
$2.05M – – –
AI
720
AdvisorShares Investments
Maryland
$2.05M +$2.05M +4,333 New
KM
721
Kalos Management
Georgia
$2.04M +$133K +289 +7%
DCM
722
Decatur Capital Management
Georgia
$2.02M -$23.6K -50 -1%
AWM
723
Apollon Wealth Management
South Carolina
$2M +$1.39M +2,956 +232%
DWM
724
Dakota Wealth Management
Florida
$1.99M -$33.5K -71 -2%
IA
725
IndexIQ Advisors
New York
$1.99M +$18.9K +40 +1%
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