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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 %
PK
751
Pflug Koory
Nebraska
$948K – – –
WIA
752
Wealthstreet Investment Advisors
Texas
$933K – – –
YIH
753
Y-Intercept (HK)
Hong Kong
$921K +$696K +1,974 +309%
D.E. Shaw & Co
754
D.E. Shaw & Co
New York
$920K -$65.6M -186,052 -99%
BCM
755
Brooktree Capital Management
Michigan
$916K -$6K -17 -0.7%
BWP
756
Baldwin Wealth Partners
Massachusetts
$915K – – –
RA
757
RiverPark Advisors
New York
$914K -$111K -315 -11%
NFG
758
Nations Financial Group
Iowa
$913K +$20.8K +59 +2%
IC
759
IEQ Capital
California
$912K +$912K +2,583 New
PCP
760
Proficio Capital Partners
Massachusetts
$904K -$614K -1,741 -40%
GFPC
761
Global Financial Private Client
Florida
$899K +$18.1K +50 +2%
Members Trust
762
Members Trust
Florida
$890K – – –
CG
763
Colony Group
Massachusetts
$886K -$113K -320 -11%
GP
764
Girard Partners
Pennsylvania
$882K +$882K +2,500 New
S
765
SignatureFD
Georgia
$879K +$56.4K +160 +7%
HR
766
Howe & Rusling
New York
$877K -$19.4K -55 -2%
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$867K -$224K -636 -21%
BFA
768
Beaumont Financial Advisors
Massachusetts
$867K +$42.4K +120 +5%
JLBC
769
J.L. Bainbridge & Co
Florida
$856K +$1.06K +3 +0.1%
FA
770
FMA Advisory
Pennsylvania
$855K +$353 +1 +0%
OTPPB
771
Ontario Teachers' Pension Plan Board
Ontario, Canada
$851K +$313K +887 +58%
TAM
772
Trillium Asset Management
Massachusetts
$842K -$10.2K -29 -1%
IEFM
773
IQ EQ Fund Management
Ireland
$839K -$402K -1,140 -32%
AC
774
Arjuna Capital
North Carolina
$839K +$30.7K +87 +4%
CA
775
Cetera Advisors
Colorado
$838K +$219K +621 +35%
29 30
31
32 33