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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 %
EA
776
Emerald Advisers
Pennsylvania
$1.58M -$9.91K -21 -0.6%
EWM
777
Evercore Wealth Management
New York
$1.57M -$2.36K -5 -0.2%
CG
778
Caprock Group
Idaho
$1.57M -$39.2K -83 -2%
BJL
779
Brighton Jones LLC
Washington
$1.56M -$34K -72 -2%
HWM
780
Hohimer Wealth Management
Washington
$1.56M +$1.89K +4 +0.1%
BAM
781
Bruderman Asset Management
New York
$1.56M -$1.54M -3,255 -50%
SS
782
Simplicity Solutions
Minnesota
$1.54M +$832K +1,763 +118%
WF
783
Welch & Forbes
Massachusetts
$1.51M -$83.1K -176 -5%
GW
784
GW & Wade
Massachusetts
$1.51M +$135K +287 +10%
HH
785
Hilltop Holdings
Texas
$1.49M +$202K +429 +16%
FTDI
786
First Trust Direct Indexing
Massachusetts
$1.47M +$2.36K +5 +0.2%
MA
787
Mezzasalma Advisors
New Jersey
$1.47M -$4.72K -10 -0.3%
DL
788
DOHJ LLC
Washington
$1.47M -$68K -144 -4%
ECM
789
Exchange Capital Management
Michigan
$1.46M -$2.36K -5 -0.2%
CGL
790
Clarius Group LLC
Washington
$1.46M +$44.4K +94 +3%
FRA
791
Frank Rimerman Advisors
California
$1.44M +$2.36K +5 +0.2%
SA
792
SRN Advisors
Pennsylvania
$1.41M +$129K +274 +10%
FBT
793
First Bankers Trust
Kentucky
$1.41M +$52.9K +112 +4%
PPP
794
Private Portfolio Partners
New Jersey
$1.4M -$118K -250 -8%
QT
795
Quantamental Technologies
New York
$1.4M +$1.4M +2,960 New
KPW
796
Kore Private Wealth
New York
$1.39M -$940K -1,993 -40%
IA
797
IFP Advisors
Florida
$1.39M -$11.4K -24 -0.8%
Select Equity Group
798
Select Equity Group
New York
$1.39M – – –
EF
799
Empowered Funds
Pennsylvania
$1.39M +$850K +1,801 +158%
TC
800
Tatro Capital
Kentucky
$1.39M – – –
30 31
32
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