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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 %
AWC
726
Abundance Wealth Counselors
Pennsylvania
$1.09M +$101K +285 +10%
RMDI
727
R.M. Davis Inc
Maine
$1.08M -$45.9K -130 -4%
AP
728
Appleton Partners
Massachusetts
$1.08M -$41.6K -118 -4%
WP
729
WMS Partners
Maryland
$1.07M -$37.4K -106 -3%
HWM
730
Hohimer Wealth Management
Washington
$1.07M +$1.07M +3,018 New
FG
731
Foster Group
Iowa
$1.06M -$143K -406 -12%
RCIM
732
Russell Clark Investment Management
United Kingdom
$1.06M +$1.06M +3,000 New
DWM
733
Dakota Wealth Management
Florida
$1.04M -$92.1K -261 -8%
EA
734
Emerald Advisers
Pennsylvania
$1.04M -$21.2K -60 -2%
RC
735
RegentAtlantic Capital
New Jersey
$1.04M +$564K +1,599 +119%
TC
736
Tatro Capital
Kentucky
$1.04M – – –
IA
737
IFP Advisors
Florida
$1.03M -$2.08M -5,911 -67%
ARMT
738
Amica Retiree Medical Trust
Rhode Island
$1.03M +$471K +1,334 +84%
AT
739
Arden Trust
Delaware
$1.03M – – –
EB
740
Eastern Bank
Massachusetts
$1.02M – – –
DAS
741
Dynamic Advisor Solutions
Arizona
$1.02M +$179K +506 +21%
S
742
Seeyond
France
$1.02M +$282K +799 +38%
GA
743
GoalVest Advisory
New York
$1.01M +$158K +449 +19%
FBT
744
First Bankers Trust
Kentucky
$1.01M -$124K -350 -11%
CGL
745
Clarius Group LLC
Washington
$998K -$47.3K -134 -5%
PJSIMP
746
P.J. Schmidt Investment Management (PJS)
Wisconsin
$985K +$196K +498 +25%
CS
747
Cannell & Spears
New York
$973K -$1.06K -3 -0.1%
SCA
748
Snowden Capital Advisors
New York
$962K +$221K +627 +30%
KCM
749
Kanawha Capital Management
Virginia
$959K -$1.41K -4 -0.1%
TI
750
Trexquant Investment
Connecticut
$953K -$2.33M -6,592 -71%
28 29
30
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