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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 %
OC
926
Oppenheimer & Co
New York
$678K +$94.3K +222 +16%
APA
927
American Portfolios Advisors
New York
$678K +$96K +226 +17%
HB
928
Homrich & Berg
Georgia
$677K +$25.9K +61 +4%
M
929
Mirova
France
$675K +$59K +139 +10%
OPCM
930
Osborne Partners Capital Management
California
$673K – – –
SXL
931
Summit X LLC
Missouri
$672K -$2.11K -5 -0.3%
MIM
932
Moseley Investment Management
Florida
$672K – – –
LA
933
Latitude Advisors
Florida
$669K +$329K +775 +97%
FMLI
934
Fukoku Mutual Life Insurance
Japan
$663K +$111K +260 +20%
HI
935
Horizon Investments
North Carolina
$662K +$39.1K +92 +6%
BP
936
Ballentine Partners
Massachusetts
$660K +$165K +389 +33%
SCM
937
Shelton Capital Management
Colorado
$658K -$17.8K -42 -3%
RSC
938
Red Spruce Capital
Pennsylvania
$653K +$3.82K +9 +0.6%
IWP
939
Icon Wealth Partners
Texas
$652K – – –
WP
940
WealthSource Partners
California
$646K -$4.25K -10 -0.7%
VWA
941
V Wealth Advisors
Kansas
$644K -$46.7K -110 -7%
TW
942
TrinityPoint Wealth
Connecticut
$642K +$14K +33 +2%
WB
943
WesBanco Bank
West Virginia
$638K -$211K -497 -25%
HCMT
944
Highland Capital Management (Tennessee)
Tennessee
$637K – – –
BCM
945
Bluefin Capital Management
New York
$637K +$637K +1,500 New
SS
946
Simplicity Solutions
Minnesota
$636K +$96.4K +227 +18%
NHC
947
Nicholas Hoffman & Company
Georgia
$635K +$425 +1 +0.1%
PFBT
948
Parkside Financial Bank & Trust
Missouri
$632K – – –
JCM
949
Jacobi Capital Management
Pennsylvania
$627K -$86.3K -203 -12%
PWP
950
Principle Wealth Partners
Connecticut
$625K – – –
36 37
38
39 40