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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 %
OFS
926
Orrstown Financial Services
Pennsylvania
$852K -$24.6K -55 -3%
CA
927
Calton & Associates
Florida
$852K +$9.44K +20 +1%
NAM
928
NorthCrest Asset Manangement
Minnesota
$850K +$850K +1,802 New
RCM
929
Radnor Capital Management
Pennsylvania
$849K -$106K -225 -11%
GAM
930
Griffin Asset Management
New York
$849K – – –
AMCA
931
Arthur M. Cohen & Associates
Illinois
$847K – – –
Manulife (Manufacturers Life Insurance)
932
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$847K +$14.5K +30,641 +2%
HSA
933
HBK Sorce Advisory
Pennsylvania
$846K +$13.2K +28 +2%
LA
934
Latitude Advisors
Florida
$844K +$101K +214 +14%
RB
935
Rodgers Brothers
Pennsylvania
$840K – – –
BFEC
936
Benjamin F. Edwards & Company
Missouri
$840K +$523K +1,107 +165%
LAS
937
LWM Advisory Services
Florida
$837K +$837K +1,774 New
SYBT
938
Stock Yards Bank & Trust
Kentucky
$836K +$187K +396 +29%
CBT
939
CoreFirst Bank & Trust
Kansas
$821K -$25.5K -54 -3%
DMBA
940
Deseret Mutual Benefit Administrators
Utah
$818K +$22.6K +48 +3%
DTC
941
Davidson Trust Company
Washington
$816K -$21.7K -46 -3%
FCH
942
Freestone Capital Holdings
Washington
$812K +$396K +840 +95%
IDBONY
943
Israel Discount Bank of New York
New York
$807K – – –
WP
944
WealthSource Partners
California
$806K +$88.3K +187 +12%
HI
945
Horizon Investments
North Carolina
$803K +$69.2K +147 +9%
WPC
946
Waters Parkerson & Co
Louisiana
$802K – – –
NB
947
NBT Bank
New York
$802K – – –
FDCC
948
Foster Dykema Cabot & Co
Massachusetts
$802K – – –
QI
949
Qtron Investments
Massachusetts
$800K – – –
LIM
950
Leavell Investment Management
Alabama
$799K – – –
36 37
38
39 40