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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 %
CRC
876
Curi RMB Capital
Illinois
$806K – – –
APP
877
Avantax Planning Partners
Iowa
$799K +$14.4K +34 +2%
CAL
878
Capital Analysts LLC
Pennsylvania
$787K +$3.82K +9 +0.5%
ISL
879
Ingalls & Snyder LLC
New York
$786K – – –
CAC
880
Cowen and Company
New York
$781K +$781K +1,839 New
TW
881
Transform Wealth
Colorado
$779K -$77.3K -182 -9%
CT
882
Chicago Trust
Illinois
$775K -$8.49K -20 -1%
AAP
883
Arax Advisory Partners
Colorado
$773K -$5.95K -14 -0.8%
DWT
884
Dorsey & Whitney Trust
South Dakota
$771K – – –
SFA
885
Souders Financial Advisors
Ohio
$768K +$31K +73 +4%
AAS
886
Avantax Advisory Services
Texas
$768K +$464K +1,094 +152%
GAM
887
Griffin Asset Management
New York
$765K – – –
ADL
888
Asset Dedication LLC
California
$762K -$10.7K -25 -1%
AMCA
889
Arthur M. Cohen & Associates
Illinois
$762K – – –
CBT
890
CoreFirst Bank & Trust
Kansas
$762K +$155K +364 +25%
CA
891
Calton & Associates
Florida
$759K +$1.28K +3 +0.2%
RB
892
Rodgers Brothers
Pennsylvania
$756K – – –
DTC
893
Davidson Trust Company
Washington
$755K -$80K -188 -10%
RT
894
Rockland Trust
Massachusetts
$753K -$157K -370 -17%
CCG
895
Chatham Capital Group
Georgia
$752K +$240K +565 +47%
HSA
896
HBK Sorce Advisory
Pennsylvania
$750K +$19.5K +46 +3%
CSIC
897
Clifford Swan Investment Counsel
California
$745K – – –
PIP
898
Peachtree Investment Partners
Florida
$742K +$51K +120 +7%
AWM
899
Altium Wealth Management
New York
$729K +$50.1K +118 +7%
IDBONY
900
Israel Discount Bank of New York
New York
$726K +$726K +1,710 New
34 35
36
37 38