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S&P Global
SPGI

Overview Fund Activity

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$716M
2
Capital World Investors
Capital World Investors
California
+$502M
3
Goldman Sachs
Goldman Sachs
New York
+$312M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$234M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M

Top Sellers

1
N
Natixis
France
-$131M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$119M
3
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$104M
4
Ameriprise
Ameriprise
Minnesota
-$98.8M
5
SCP
Soroban Capital Partners
New York
-$96.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
951
Prudential plc
United Kingdom
$509K +$509K +1,239 New
CCT
952
Country Club Trust
Missouri
$508K – – –
RSS
953
Rosenblum Silverman Sutton
California
$508K – – –
GAG
954
GM Advisory Group
New York
$506K – – –
CCM
955
Coldstream Capital Management
Washington
$503K +$40.6K +99 +9%
GFP
956
Gryphon Financial Partners
Ohio
$502K -$22.8K -62 -4%
PA
957
Procyon Advisors
Connecticut
$502K +$69.7K +170 +16%
CA
958
Continuum Advisory
Idaho
$502K +$502K +1,222 New
GDP
959
Great Diamond Partners
Maine
$501K +$1.64K +4 +0.3%
PP
960
Patten & Patten
Tennessee
$500K -$452K -1,100 -47%
MIC
961
Meridian Investment Counsel
California
$495K – – –
CCG
962
Chatham Capital Group
Georgia
$495K +$94.5K +230 +24%
SSW
963
Smith Shellnut Wilson
Mississippi
$493K – – –
BG
964
Bellevue Group
Switzerland
$493K – – –
CCIA
965
Campbell & Co Investment Adviser
Maryland
$493K +$493K +1,201 New
CS
966
Cannell & Spears
New York
$489K -$643K -1,567 -57%
ACM
967
Advisors Capital Management
New Jersey
$489K -$13.2K -32 -3%
FAIM
968
Financial Advocates Investment Management
Washington
$489K +$15.6K +38 +3%
CA
969
Centerpoint Advisors
Massachusetts
$486K -$84.6K -206 -15%
WPW
970
Waldron Private Wealth
Pennsylvania
$485K -$821 -2 -0.2%
TP
971
Tranquility Partners
Tennessee
$482K +$482K +1,175 New
PWPS
972
Pinnacle Wealth Planning Services
Ohio
$480K +$2.87K +7 +0.6%
IBOK
973
Independence Bank of Kentucky
Kentucky
$479K – – –
FAM
974
Fulcrum Asset Management
United Kingdom
$479K -$438K – –
BP
975
Ballentine Partners
Massachusetts
$478K +$24.6K +60 +5%
37 38
39
40 41