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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 %
BC
951
Bridgefront Capital
Texas
$624K -$109K -256 -15%
EP
952
Eudaimonia Partners
Tennessee
$624K +$24.6K +58 +4%
ITFISA
953
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$622K +$170K +400 +38%
SFSG
954
Sound Financial Strategies Group
Mississippi
$619K -$10.6K -25 -2%
GFP
955
Gryphon Financial Partners
Ohio
$611K +$30.2K +71 +5%
P
956
Pitcairn
Pennsylvania
$607K -$8.07K -19 -1%
HWA
957
Heritage Wealth Advisors
Virginia
$607K – – –
FC
958
Forte Capital
New York
$601K +$1.7K +4 +0.3%
WA
959
Wambolt & Associates
Colorado
$600K -$2.57K -6 -0.4%
SWPG
960
Strategic Wealth Partners Group
Illinois
$595K +$595K +1,400 New
WSTAM
961
Wilbanks Smith & Thomas Asset Management
Virginia
$594K +$2.13K +5 +0.4%
BHTS
962
Bar Harbor Trust Services
Maine
$588K – – –
MAM
963
Madison Asset Management
Wisconsin
$584K – – –
SYBT
964
Stock Yards Bank & Trust
Kentucky
$584K +$10.6K +25 +2%
OTPPB
965
Ontario Teachers' Pension Plan Board
Ontario, Canada
$578K +$124K +291 +27%
SC
966
Savant Capital
Illinois
$575K +$15.3K +36 +3%
BONH
967
Bank of New Hampshire
New Hampshire
$572K – – –
BRWA
968
B. Riley Wealth Advisors
Florida
$566K -$8.9K -21 -2%
IC
969
Intersect Capital
California
$564K +$25.1K +59 +5%
HKAM
970
Horizon Kinetics Asset Management
New York
$559K -$55.3K -130 -9%
KPWS
971
Kestra Private Wealth Services
Texas
$553K +$126K +297 +30%
TBA
972
Tower Bridge Advisors
Pennsylvania
$552K – – –
FA
973
Faithward Advisors
Pennsylvania
$552K -$42.5K -100 -7%
FNBOSM
974
First National Bank of South Miami
Florida
$552K -$1.7K -4 -0.3%
CA
975
Continuum Advisory
Idaho
$552K +$33.1K +78 +6%
37 38
39
40 41