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S&P Global
SPGI

Overview Fund Activity

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$716M
2
Capital World Investors
Capital World Investors
California
+$502M
3
Goldman Sachs
Goldman Sachs
New York
+$312M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$234M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M

Top Sellers

1
N
Natixis
France
-$131M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$119M
3
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$104M
4
Ameriprise
Ameriprise
Minnesota
-$98.8M
5
SCP
Soroban Capital Partners
New York
-$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
851
Ingalls & Snyder LLC
New York
$759K – – –
CT
852
Chicago Trust
Illinois
$758K -$102K -249 -12%
APP
853
Avantax Planning Partners
Iowa
$758K +$758K +1,847 New
CAL
854
Capital Analysts LLC
Pennsylvania
$757K +$4.11K +10 +0.5%
AAP
855
Arax Advisory Partners
Colorado
$753K +$753K +1,834 New
ADL
856
Asset Dedication LLC
California
$747K +$255K +617 +52%
DWT
857
Dorsey & Whitney Trust
South Dakota
$744K -$23.4K -57 -3%
ATPW
858
Ashton Thomas Private Wealth
Arizona
$742K +$8.62K +21 +1%
GAM
859
Griffin Asset Management
New York
$739K – – –
AMCA
860
Arthur M. Cohen & Associates
Illinois
$736K +$16.4K +40 +2%
CA
861
Calton & Associates
Florida
$735K +$1.24K +3 +0.2%
RB
862
Rodgers Brothers
Pennsylvania
$731K – – –
MC
863
Maverick Capital
Texas
$723K +$723K +1,761 New
MAFM
864
Mid Atlantic Financial Management
Pennsylvania
$714K -$25.9K -63 -3%
SFA
865
Souders Financial Advisors
Ohio
$712K -$6.57K -16 -0.9%
BAS
866
Brown Advisory Securities
Maryland
$710K -$1.64K -4 -0.2%
BC
867
Bridgefront Capital
Texas
$708K +$708K +1,724 New
CSIC
868
Clifford Swan Investment Counsel
California
$707K – – –
HSA
869
HBK Sorce Advisory
Pennsylvania
$706K -$821 -2 -0.1%
Federated Hermes
870
Federated Hermes
Pennsylvania
$702K -$243K -591 -26%
WPC
871
Waters Parkerson & Co
Louisiana
$698K – – –
NB
872
NBT Bank
New York
$698K – – –
FDCC
873
Foster Dykema Cabot & Co
Massachusetts
$698K – – –
DCM
874
Donaldson Capital Management
Indiana
$695K +$57.4K +140 +9%
AIM
875
Arcadia Investment Management
Michigan
$690K – – –
33 34
35
36 37