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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 %
CCB
776
Cutter & Co Brokerage
Missouri
$836K -$20.8K -59 -2%
RT
777
Rockland Trust
Massachusetts
$835K – – –
FA
778
FDx Advisors
Illinois
$829K -$61.4K -174 -7%
BG
779
Bollard Group
Massachusetts
$829K – – –
SFSIG
780
San Francisco Sentry Investment Group
California
$829K +$26.5K +75 +3%
CCA
781
Checchi Capital Advisers
California
$823K -$20.1K -57 -2%
HBT
782
Heartland Bank & Trust
Illinois
$823K +$77.3K +219 +10%
PP
783
Patten & Patten
Tennessee
$818K – – –
BEI
784
Benjamin Edwards Inc
Missouri
$818K +$818K +2,317 New
FNC
785
First National Corp
Massachusetts
$816K +$706 +2 +0.1%
EF
786
Empirical Finance
Pennsylvania
$815K – – –
FTDI
787
First Trust Direct Indexing
Massachusetts
$815K +$45.9K +130 +6%
OAM
788
Optimal Asset Management
California
$815K +$423K +1,200 +108%
Federated Hermes
789
Federated Hermes
Pennsylvania
$811K -$14.7M -41,660 -95%
BDWM
790
Brewin Dolphin Wealth Management
Ireland
$809K +$264K +749 +49%
MMG
791
Monetary Management Group
Missouri
$797K – – –
THWM
792
Taylor Hoffman Wealth Management
Virginia
$787K – – –
BFM
793
Boston Financial Management
Massachusetts
$787K +$21.2K +60 +3%
VWM
794
Venturi Wealth Management
Texas
$780K -$390K -1,105 -33%
CG
795
Caprock Group
Idaho
$778K -$54K -153 -6%
AF
796
Advisornet Financial
Minnesota
$775K -$113K -319 -13%
ASN
797
Advisory Services Network
Georgia
$771K -$496K -1,407 -39%
CAM
798
Close Asset Management
United Kingdom
$771K – – –
AssetMark Inc
799
AssetMark Inc
California
$767K -$6K -17 -0.8%
BIM
800
Baldwin Investment Management
Pennsylvania
$767K +$767K +2,175 New
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