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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 %
ONB
901
Old National Bancorp
Indiana
$947K +$3.3K +7 +0.4%
FWCM
902
Ferguson Wellman Capital Management
Oregon
$946K -$106K -225 -10%
CA
903
Cetera Advisors
Colorado
$942K -$67.9K -144 -7%
MWM
904
Modera Wealth Management
New Jersey
$941K +$941K +1,993 New
CAL
905
Capital Analysts LLC
Pennsylvania
$940K +$65.6K +139 +8%
Federated Hermes
906
Federated Hermes
Pennsylvania
$939K +$170K +361 +22%
VWM
907
Venturi Wealth Management
Texas
$936K -$64.2K -136 -6%
COPPSERS
908
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$934K -$86.8K -184 -9%
MPW
909
Monterey Private Wealth
California
$933K +$944 +2 +0.1%
DWT
910
Dorsey & Whitney Trust
South Dakota
$922K +$66.1K +140 +8%
RMCM
911
Reynders McVeigh Capital Management
Massachusetts
$920K -$23.6K -50 -3%
ISL
912
Ingalls & Snyder LLC
New York
$920K +$46.7K +99 +5%
DA
913
DCM Advisors
New York
$916K -$11.3K -24 -1%
DCM
914
Dimension Capital Management
Florida
$910K – – –
HWM
915
HB Wealth Management
Georgia
$909K +$909K +1,927 New
RWA
916
Ropes Wealth Advisors
Massachusetts
$908K +$908K +1,924 New
APP
917
Avantax Planning Partners
Iowa
$905K +$17.5K +37 +2%
CRC
918
Curi RMB Capital
Illinois
$896K – – –
AWM
919
Altium Wealth Management
New York
$894K +$84.4K +179 +10%
OPCM
920
Osborne Partners Capital Management
California
$884K +$136K +288 +18%
AAP
921
Arax Advisory Partners
Colorado
$874K +$15.6K +33 +2%
APWM
922
Atlas Private Wealth Management
New York
$873K +$476K +1,008 +120%
SFA
923
Souders Financial Advisors
Ohio
$865K +$12.3K +26 +1%
CT
924
Chicago Trust
Illinois
$861K – – –
APA
925
American Portfolios Advisors
New York
$853K +$100K +212 +13%
35 36
37
38 39