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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 %
EN1L
976
Engine No 1 LLC
California
$547K +$222K +523 +68%
AWM
977
Apollon Wealth Management
South Carolina
$542K +$542K +1,276 New
ST
978
Smithfield Trust
Pennsylvania
$541K – – –
CIC
979
Carnegie Investment Counsel
Ohio
$535K -$30.2K -71 -5%
EI
980
Ellevest Inc
New York
$535K +$105K +246 +24%
PA
981
Procyon Advisors
Connecticut
$533K +$12.8K +30 +2%
FAIM
982
Financial Advocates Investment Management
Washington
$532K +$24.7K +58 +5%
KFA
983
Krane Funds Advisors
New York
$530K +$530K +1,248 New
SS
984
Sunbelt Securities
Texas
$529K – – –
CCT
985
Country Club Trust
Missouri
$528K – – –
PP
986
Palladium Partners
Virginia
$527K – – –
Lido Advisors
987
Lido Advisors
California
$527K +$265K +625 +101%
RSS
988
Rosenblum Silverman Sutton
California
$526K – – –
KWM
989
Keebeck Wealth Management
Illinois
$526K +$76.9K +181 +17%
ACM
990
Advisors Capital Management
New Jersey
$525K +$19.1K +45 +4%
OPS
991
Orion Portfolio Solutions
Nebraska
$524K +$58.6K +138 +13%
GAG
992
GM Advisory Group
New York
$523K – – –
HAG
993
HighPoint Advisor Group
Illinois
$521K -$49.3K -116 -9%
SB
994
Sunflower Bank
Texas
$520K -$22.9K -54 -4%
PP
995
Patten & Patten
Tennessee
$519K +$1.7K +4 +0.3%
PWPS
996
Pinnacle Wealth Planning Services
Ohio
$518K +$20.8K +49 +4%
TP
997
Tranquility Partners
Tennessee
$517K +$17.8K +42 +4%
MIC
998
Meridian Investment Counsel
California
$512K – – –
SSW
999
Smith Shellnut Wilson
Mississippi
$511K +$1.27K +3 +0.3%
BG
1000
Bellevue Group
Switzerland
$510K – – –
38 39
40
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