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S&P Global
SPGI

Overview Fund Activity

1,406 hedge funds and large institutions have $95.2B invested in S&P Global in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 571 increasing their positions, 453 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,406
Holders Change
+56
Holders Change %
+4.15%
% of All Funds
24.69%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.97%
New
120
Increased
571
Reduced
453
Closed
51
Calls
$1.14B
Puts
$843M
Net Calls
+$295M
Net Calls Change
+$213M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$320M
2
Capital International Investors
Capital International Investors
California
+$278M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$192M
4
Goldman Sachs
Goldman Sachs
New York
+$189M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$172M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$481M
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$442M
3
TCM
Tybourne Capital Management
Hong Kong
-$223M
4
KBC Group
KBC Group
Belgium
-$148M
5
UIM
USS Investment Management
United Kingdom
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
826
Optimal Asset Management
California
$982K – – –
SM
827
Sciencast Management
New Jersey
$982K +$982K +2,293 New
FPCP
828
Fort Point Capital Partners
California
$974K +$974K +2,293 New
AF
829
Advisornet Financial
Minnesota
$965K +$79K +186 +9%
AWP
830
Accretive Wealth Partners
New Jersey
$964K +$37.8K +89 +4%
BONST
831
Bank of Nova Scotia Trust
Ontario, Canada
$951K -$9.34K -22 -1%
BFM
832
Boston Financial Management
Massachusetts
$948K – – –
FWCM
833
Ferguson Wellman Capital Management
Oregon
$947K -$59.5K -140 -6%
PFS
834
Prospera Financial Services
Texas
$942K -$610K -1,435 -39%
VFA
835
Valeo Financial Advisors
Indiana
$940K +$940K +2,211 New
QCG
836
Quadrant Capital Group
Ohio
$939K +$28.5K +67 +3%
VLKIM
837
Van Lanschot Kempen Investment Management
Netherlands
$938K +$938K +2,208 New
LWAM
838
Legacy Wealth Asset Management
Minnesota
$937K +$2.98K +7 +0.3%
AAM
839
Arabesque Asset Management
United Kingdom
$926K -$884K -2,080 -49%
COPPSERS
840
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$919K -$7.12M -16,757 -89%
WANY
841
Wealthspire Advisors (New York)
New York
$917K +$917K +2,159 New
SF
842
Synovus Financial
Georgia
$916K -$671K -1,571 -42%
TAM
843
Trillium Asset Management
Massachusetts
$914K +$4.25K +10 +0.5%
MSAM
844
Moloney Securities Asset Management
Missouri
$911K +$15.7K +37 +2%
CA
845
Cetera Advisors
Colorado
$909K -$82.8K -195 -8%
VWM
846
Venturi Wealth Management
Texas
$900K -$50.6K -119 -5%
WS
847
Wedbush Securities
California
$894K -$545K -1,282 -38%
TAM
848
Townsend Asset Management
North Carolina
$892K – – –
SP
849
Symmetry Partners
Connecticut
$892K – – –
RP
850
Riverbridge Partners
Minnesota
$888K +$277K +653 +45%
32 33
34
35 36