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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 %
MAM
801
Meeder Asset Management
Ohio
$762K +$367K +1,041 +93%
WB
802
WesBanco Bank
West Virginia
$762K +$762K +2,160 New
OFS
803
Orrstown Financial Services
Pennsylvania
$760K +$95.4K +263 +14%
LWAM
804
Legacy Wealth Asset Management
Minnesota
$759K +$22.2K +63 +3%
PSUF
805
People's United Financial
Connecticut
$745K +$251K +710 +51%
TAM
806
Townsend Asset Management
North Carolina
$741K -$70.6K -200 -9%
SP
807
Symmetry Partners
Connecticut
$741K -$37.8K -107 -5%
CT
808
Chicago Trust
Illinois
$739K +$12.4K +35 +2%
BS
809
Bessemer Securities
New York
$736K +$198K +560 +37%
PFG
810
PAX Financial Group
Texas
$731K +$58.2K +165 +9%
PA
811
Parallel Advisors
California
$728K +$49.1K +139 +7%
PWM
812
Palumbo Wealth Management
New York
$725K +$1.41K +4 +0.2%
RCAG
813
Rehmann Capital Advisory Group
Michigan
$724K -$5.29K -15 -0.7%
DTC
814
Davidson Trust Company
Washington
$724K -$58.5K -166 -7%
AWP
815
Accretive Wealth Partners
New Jersey
$719K +$108K +307 +18%
RCM
816
Radnor Capital Management
Pennsylvania
$714K – – –
ONB
817
Old National Bancorp
Indiana
$709K -$11.3K -32 -2%
ECU
818
Eisler Capital (UK)
United Kingdom
$709K +$709K +2,010 New
PWM
819
Perigon Wealth Management
California
$708K +$13.4K +38 +2%
RMCM
820
Reynders McVeigh Capital Management
Massachusetts
$707K – – –
FHA
821
Flagship Harbor Advisors
Massachusetts
$693K -$50.8K -144 -7%
MMA
822
Miracle Mile Advisors
California
$693K – – –
LWAC
823
Laurel Wealth Advisors (California)
California
$693K +$2.12K +6 +0.3%
TAM
824
Trust Asset Management
Texas
$688K +$121K +344 +21%
DCM
825
Dimension Capital Management
Florida
$680K – – –
31 32
33
34 35