SPGI icon

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 %
MIM
976
Moseley Investment Management
Florida
$741K – – –
PCM
977
Penserra Capital Management
California
$735K +$283K +601 +63%
SCM
978
Shelton Capital Management
Colorado
$731K – – –
Lido Advisors
979
Lido Advisors
California
$728K +$142K +302 +24%
BCM
980
Brookstone Capital Management
Illinois
$726K +$11.6K +26 +2%
RSC
981
Red Spruce Capital
Pennsylvania
$725K – – –
TW
982
TrinityPoint Wealth
Connecticut
$722K +$8.97K +19 +1%
HCMT
983
Highland Capital Management (Tennessee)
Tennessee
$708K – – –
CFFP
984
Center for Financial Planning
Michigan
$708K +$689K +1,459 +3,559%
Optiver Holding
985
Optiver Holding
Netherlands
$705K – – –
NRW
986
Nova R Wealth
Kansas
$704K +$704K +1,492 New
IF
987
Intrua Financial
Texas
$701K +$2.83K +6 +0.4%
SWPG
988
Strategic Wealth Partners Group
Illinois
$697K +$37.2K +79 +6%
AG
989
AIA Group
Hong Kong
$696K +$696K +1,475 New
GFS
990
GYL Financial Synergies
Connecticut
$695K -$70.8K -150 -9%
FAIM
991
Financial Advocates Investment Management
Washington
$693K +$103K +218 +17%
HH
992
HWG Holdings
Texas
$691K +$691K +1,465 New
OIA
993
OneDigital Investment Advisors
Kansas
$689K +$196K +416 +40%
VWA
994
V Wealth Advisors
Kansas
$688K -$27.4K -58 -4%
SC
995
Savant Capital
Illinois
$686K +$47.2K +100 +7%
PFBT
996
Parkside Financial Bank & Trust
Missouri
$685K -$16.5K -35 -2%
GFP
997
Gryphon Financial Partners
Ohio
$680K +$2.36K +5 +0.3%
EI
998
Ellevest Inc
New York
$680K +$85.9K +182 +14%
HWA
999
Heritage Wealth Advisors
Virginia
$674K – – –
HCM
1000
Helios Capital Management
Singapore
$673K +$673K +1,425 New
38 39
40
41 42