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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 %
LS
851
Livforsakringsbolaget Skandia
Sweden
$1.12M -$613K -1,300 -35%
BG
852
Bollard Group
Massachusetts
$1.12M +$1.89K +4 +0.2%
RP
853
Riverbridge Partners
Minnesota
$1.11M +$127K +269 +13%
FNC
854
First National Corp
Massachusetts
$1.11M – – –
Members Trust
855
Members Trust
Florida
$1.11M – – –
TAM
856
Trust Asset Management
Texas
$1.1M – – –
CCA
857
Checchi Capital Advisers
California
$1.1M – – –
CCB
858
Cutter & Co Brokerage
Missouri
$1.1M -$3.31K -7 -0.3%
PWM
859
Palumbo Wealth Management
New York
$1.1M +$1.89K +4 +0.2%
AWP
860
Accretive Wealth Partners
New Jersey
$1.09M +$22.6K +48 +2%
KPWS
861
Kestra Private Wealth Services
Texas
$1.09M +$474K +1,005 +77%
AAS
862
Avantax Advisory Services
Texas
$1.09M +$231K +489 +27%
MS
863
Maven Securities
Jersey
$1.09M -$50.5K -107 -4%
MMA
864
Miracle Mile Advisors
California
$1.08M -$2.24M -4,753 -67%
CANY
865
Caxton Associates (New York)
New York
$1.08M +$1.08M +2,286 New
LWAC
866
Laurel Wealth Advisors (California)
California
$1.07M +$173K +366 +19%
BONST
867
Bank of Nova Scotia Trust
Ontario, Canada
$1.07M +$11.8K +25 +1%
PJSIMP
868
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.07M +$22.4K +54 +2%
CC
869
Caxton Corporation
New Jersey
$1.06M +$84.5K +179 +9%
QCG
870
Quadrant Capital Group
Ohio
$1.06M +$17.5K +37 +2%
LWAM
871
Legacy Wealth Asset Management
Minnesota
$1.06M +$15.1K +32 +1%
BAAM
872
Baker Avenue Asset Management
California
$1.06M +$1.06M +2,238 New
VFA
873
Valeo Financial Advisors
Indiana
$1.06M +$11.8K +25 +1%
PWM
874
Perigon Wealth Management
California
$1.05M +$86.4K +183 +9%
SF
875
Synovus Financial
Georgia
$1.04M +$26.8K +57 +3%
33 34
35
36 37