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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 %
IAN
1001
Integrated Advisors Network
Texas
$423K +$23K +56 +6%
HT
1002
Heritage Trust
Oklahoma
$421K – – –
BOTW
1003
Bank of the West
California
$420K +$420K +1,024 New
BCM
1004
Bayesian Capital Management
New York
$419K +$419K +1,020 New
EI
1005
Ellevest Inc
New York
$416K +$3.29K +8 +0.8%
MCG
1006
MACRO Consulting Group
New Jersey
$412K +$7.42K +18 +2%
WA
1007
Waverly Advisors
Alabama
$412K +$91.9K +208 +29%
KPWS
1008
Kestra Private Wealth Services
Texas
$412K +$86.6K +211 +27%
ACM
1009
Ayrshire Capital Management
Connecticut
$410K – – –
FGAM
1010
Financial Gravity Asset Management
Texas
$410K +$410K +32 New
USGIU
1011
U.S. Global Investors (USGI)
Texas
$406K – – –
HWMA
1012
Heritage Wealth Management (Arizona)
Arizona
$401K +$18.9K +46 +5%
TCM
1013
Teza Capital Management
Illinois
$401K +$55.5K +135 +16%
IIC
1014
Ironwood Investment Counsel
Arizona
$400K -$22.6K -55 -5%
JSC
1015
Jackson Square Capital
California
$399K – – –
CANY
1016
Caxton Associates (New York)
New York
$399K +$399K +973 New
CP
1017
Castleview Partners
Texas
$398K +$398K +969 New
CWA
1018
Cornerstone Wealth Advisors
Minnesota
$394K +$394K +955 New
FF
1019
FourThought Financial
Florida
$393K -$16.4K -40 -4%
HIA
1020
Harbor Investment Advisory
Maryland
$393K -$1.23K -3 -0.3%
WAM
1021
Wolverine Asset Management
Illinois
$391K -$240K -585 -38%
RWM
1022
Ritholtz Wealth Management
New York
$391K +$391K +953 New
CB
1023
Cadence Bank
Mississippi
$390K +$7.8K +19 +2%
CCM
1024
Carlson Capital Management
Minnesota
$389K -$2.05K -5 -0.5%
LOAME
1025
Lombard Odier Asset Management (Europe)
United Kingdom
$387K -$328K -800 -46%
39 40
41
42 43