SPGI icon

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 %
AssetMark Inc
876
AssetMark Inc
California
$1.03M +$124K +263 +14%
CI
877
Conning Inc
Connecticut
$1.01M -$1.03M -2,177 -50%
SFO
878
Stokes Family Office
Louisiana
$1.01M +$81.6K +173 +9%
GDP
879
Great Diamond Partners
Maine
$1.01M +$49.5K +105 +5%
TAM
880
Trillium Asset Management
Massachusetts
$1.01M -$9.91K -21 -1%
HCWM
881
Harrison & Co Wealth Management
Virginia
$1M +$1M +2,126 New
MSAM
882
Moloney Securities Asset Management
Missouri
$1M -$9.91K -21 -1%
LCM
883
Lattice Capital Management
Washington
$1M +$1M +2,118 New
ADL
884
Asset Dedication LLC
California
$993K +$155K +329 +18%
MGP
885
Metis Global Partners
California
$992K +$992K +2,101 New
LNC
886
Lincoln National Corp
Pennsylvania
$986K +$56.6K +120 +6%
TAM
887
Townsend Asset Management
North Carolina
$985K -$5.66K -12 -0.6%
PVH
888
Psagot Value Holdings
Israel
$977K +$55.2K +117 +6%
GP
889
Geneva Partners
Wisconsin
$972K +$972K +2,060 New
MPM
890
MBB Public Markets
Illinois
$967K +$967K +2,049 New
RCAG
891
Rehmann Capital Advisory Group
Michigan
$966K -$1.42K -3 -0.1%
IC
892
Inverness Counsel
New York
$964K -$400K -848 -29%
ACI
893
Alpha Cubed Investments
California
$963K – – –
PFS
894
Prospera Financial Services
Texas
$960K -$86.5K -183 -8%
PFG
895
PAX Financial Group
Texas
$957K -$16.5K -35 -2%
ARMT
896
Amica Retiree Medical Trust
Rhode Island
$957K – – –
NL
897
NVWM LLC
Pennsylvania
$952K +$952K +2,017 New
SP
898
Symmetry Partners
Connecticut
$950K -$40.6K -86 -4%
PIA
899
Pinion Investment Advisors
Kansas
$948K +$50K +106 +6%
RCA
900
Roberts Capital Advisors
Colorado
$948K +$948K +2,009 New
34 35
36
37 38