SPGI icon

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 %
BFC
726
Blue Fin Capital
Rhode Island
$1.99M -$132K -280 -6%
WC
727
Woodstock Corp
Massachusetts
$1.99M -$32.6K -69 -2%
FNBOMD
728
First National Bank of Mount Dora
Florida
$1.98M +$242K +513 +14%
RWA
729
River Wealth Advisors
Pennsylvania
$1.98M -$44.8K -95 -2%
WP
730
WMS Partners
Maryland
$1.97M +$162K +343 +9%
EF
731
Empirical Finance
Pennsylvania
$1.96M +$518K +1,098 +36%
WIS
732
Wright Investors Service
Connecticut
$1.95M +$43.9K +93 +2%
TAM
733
Tealwood Asset Management
Minnesota
$1.95M -$110K -234 -5%
CIC
734
Cutler Investment Counsel
Oregon
$1.95M – – –
ET
735
Equitable Trust
Tennessee
$1.93M -$150K -318 -7%
CAM
736
Cypress Asset Management
Texas
$1.93M -$472 -1 -0%
BAM
737
Belpointe Asset Management
Nevada
$1.92M -$5.66K -12 -0.3%
PTC
738
Private Trust Company
Ohio
$1.92M -$4.25K -9 -0.2%
TI
739
Tidal Investments
Wisconsin
$1.91M +$668K +1,415 +54%
NPA
740
Nichols & Pratt Advisers
Massachusetts
$1.91M +$23.6K +50 +1%
ACM
741
Ativo Capital Management
Illinois
$1.9M -$22.2K -47 -1%
IRF
742
IBM Retirement Fund
New York
$1.89M -$1.31M -2,784 -41%
EM
743
Excalibur Management
Massachusetts
$1.89M – – –
SCM
744
Sirios Capital Management
Massachusetts
$1.88M -$145K -308 -7%
DF
745
Donoghue Forlines
Massachusetts
$1.86M +$1.86M +3,932 New
LFS
746
Legacy Financial Strategies
Kansas
$1.85M +$37.3K +79 +2%
BSW
747
Buckingham Strategic Wealth
Missouri
$1.83M +$76K +161 +4%
ICM
748
IMS Capital Management
Oregon
$1.82M +$135K +286 +8%
BFM
749
Boothbay Fund Management
New York
$1.82M -$6.16M -13,059 -77%
HPIA
750
Hamilton Point Investment Advisors
North Carolina
$1.81M +$7.08K +15 +0.4%
28 29
30
31 32