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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 %
MPW
826
Monterey Private Wealth
California
$677K +$1.54K +4 +0.2%
LNC
827
Lincoln National Corp
Pennsylvania
$676K -$73.4K -208 -10%
WP
828
WealthSource Partners
California
$667K -$20.1K -57 -3%
LWP
829
Lumature Wealth Partners
Georgia
$662K +$662K +1,877 New
TW
830
Transform Wealth
Colorado
$660K -$3.88K -11 -0.6%
DWT
831
Dorsey & Whitney Trust
South Dakota
$659K +$4.93K +14 +0.8%
PIA
832
Pinion Investment Advisors
Kansas
$657K +$73.4K +208 +13%
FNT
833
First National Trust
Pennsylvania
$656K -$61K -173 -9%
ISL
834
Ingalls & Snyder LLC
New York
$653K – – –
LSAG
835
Lake Street Advisors Group
New Hampshire
$649K +$4.24K +12 +0.7%
CAL
836
Capital Analysts LLC
Pennsylvania
$647K +$164K +465 +34%
SFSG
837
Sound Financial Strategies Group
Mississippi
$646K – – –
QCG
838
Quadrant Capital Group
Ohio
$640K +$45.9K +130 +8%
MAFM
839
Mid Atlantic Financial Management
Pennsylvania
$636K -$47.6K -135 -7%
GAM
840
Griffin Asset Management
New York
$635K – – –
CRC
841
Curi RMB Capital
Illinois
$633K -$127K -360 -17%
CBT
842
CoreFirst Bank & Trust
Kansas
$633K – – –
ATPW
843
Ashton Thomas Private Wealth
Arizona
$631K -$15.2K -43 -2%
RB
844
Rodgers Brothers
Pennsylvania
$628K – – –
CA
845
Calton & Associates
Florida
$628K +$4.94K +14 +0.8%
GFS
846
GYL Financial Synergies
Connecticut
$624K – – –
JCM
847
Jacobi Capital Management
Pennsylvania
$623K +$307K +870 +97%
AMCA
848
Arthur M. Cohen & Associates
Illinois
$619K – – –
SFA
849
Souders Financial Advisors
Ohio
$617K +$22.6K +64 +4%
LOAME
850
Lombard Odier Asset Management (Europe)
United Kingdom
$615K +$615K +1,743 New
32 33
34
35 36