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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 %
WPC
901
Waters Parkerson & Co
Louisiana
$722K – – –
NB
902
NBT Bank
New York
$722K – – –
FDCC
903
Foster Dykema Cabot & Co
Massachusetts
$722K – – –
MAFM
904
Mid Atlantic Financial Management
Pennsylvania
$720K -$19.6K -46 -3%
LIM
905
Leavell Investment Management
Alabama
$720K – – –
QI
906
Qtron Investments
Massachusetts
$720K +$720K +1,695 New
WPW
907
Waldron Private Wealth
Pennsylvania
$718K +$216K +508 +43%
DMBA
908
Deseret Mutual Benefit Administrators
Utah
$716K +$549K +1,292 +328%
AIM
909
Arcadia Investment Management
Michigan
$714K – – –
VF
910
Virtu Financial
New York
$709K +$709K +1,669 New
ST
911
Spinnaker Trust
Maine
$708K – – –
CWM
912
Circle Wealth Management
New Jersey
$705K -$109K -257 -13%
Optiver Holding
913
Optiver Holding
Netherlands
$705K +$705K +1,658 New
TWI
914
Thomas White International
Illinois
$701K – – –
MWP
915
Meridian Wealth Partners
Pennsylvania
$695K +$1.27K +3 +0.2%
Federated Hermes
916
Federated Hermes
Pennsylvania
$692K -$33.6K -79 -5%
GFS
917
GYL Financial Synergies
Connecticut
$690K -$96.9K -228 -12%
YIH
918
Y-Intercept (HK)
Hong Kong
$690K +$690K +1,624 New
SWA
919
Sutton Wealth Advisors
Florida
$688K +$850 +2 +0.1%
BCM
920
Brookstone Capital Management
Illinois
$688K +$127K +295 +23%
JSC
921
Jackson Square Capital
California
$686K +$274K +644 +66%
GWAM
922
Guardian Wealth Advisors (Minnesota)
Minnesota
$684K -$12.3K -29 -2%
IF
923
Intrua Financial
Texas
$684K +$75.4K +163 +12%
TCOO
924
Trust Company of Oklahoma
Oklahoma
$683K +$140K +330 +26%
BIC
925
Beach Investment Counsel
Pennsylvania
$680K – – –
35 36
37
38 39