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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 %
WPW
951
Waldron Private Wealth
Pennsylvania
$798K +$472 +1 +0.1%
AIM
952
Arcadia Investment Management
Michigan
$793K – – –
MCS
953
Metatron Capital SICAV
Malta
$793K +$793K +1,680 New
ST
954
Spinnaker Trust
Maine
$787K – – –
TWI
955
Thomas White International
Illinois
$778K – – –
EN1L
956
Engine No 1 LLC
California
$778K +$170K +360 +28%
MWP
957
Meridian Wealth Partners
Pennsylvania
$776K +$3.31K +7 +0.4%
TW
958
Transform Wealth
Colorado
$775K -$90.6K -192 -10%
OTPPB
959
Ontario Teachers' Pension Plan Board
Ontario, Canada
$771K +$129K +274 +20%
TCOO
960
Trust Company of Oklahoma
Oklahoma
$767K +$8.5K +18 +1%
GWAM
961
Guardian Wealth Advisors (Minnesota)
Minnesota
$767K +$7.55K +16 +1%
SWA
962
Sutton Wealth Advisors
Florida
$765K – – –
JSC
963
Jackson Square Capital
California
$762K – – –
WS
964
Wedbush Securities
California
$761K -$232K -491 -23%
PSUF
965
People's United Financial
Connecticut
$760K -$588K -1,246 -44%
CSIC
966
Clifford Swan Investment Counsel
California
$759K – – –
PHK
967
Point72 Hong Kong
Hong Kong
$756K +$699K +1,481 +1,234%
BIC
968
Beach Investment Counsel
Pennsylvania
$755K – – –
RHBC
969
R.H. Bluestein & Co
Michigan
$751K +$189K +400 +34%
SXL
970
Summit X LLC
Missouri
$750K – – –
BRWA
971
B. Riley Wealth Advisors
Florida
$749K +$119K +251 +19%
MCM
972
MAI Capital Management
Ohio
$749K +$237K +502 +46%
EP
973
Edgestream Partners
New Jersey
$748K +$748K +1,584 New
XT
974
XTX Topco
Cayman Islands
$746K +$746K +1,580 New
NHC
975
Nicholas Hoffman & Company
Georgia
$742K +$36.3K +77 +5%
37 38
39
40 41