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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 %
MC
1001
Moors & Cabot
Massachusetts
$506K +$59.9K +141 +13%
RHBC
1002
R.H. Bluestein & Co
Michigan
$506K +$506K +1,191 New
O
1003
Ossiam
France
$505K -$1.39M -3,278 -73%
CA
1004
Centerpoint Advisors
Massachusetts
$499K -$4.25K -10 -0.8%
FAM
1005
Fulcrum Asset Management
United Kingdom
$499K -$479K – –
BCM
1006
BlueCrest Capital Management
Jersey
$499K +$499K +1,174 New
IBOK
1007
Independence Bank of Kentucky
Kentucky
$496K – – –
DLA
1008
Douglas Lane & Associates
New York
$495K +$153K +359 +45%
GM
1009
GeoWealth Management
Illinois
$492K +$492K +1,159 New
RWM
1010
Ritholtz Wealth Management
New York
$488K +$83.2K +196 +21%
IAN
1011
Integrated Advisors Network
Texas
$485K +$47.1K +111 +11%
EF
1012
Empowered Funds
Pennsylvania
$484K +$200K +470 +70%
HWMA
1013
Heritage Wealth Management (Arizona)
Arizona
$483K +$68K +160 +16%
AWA
1014
Arete Wealth Advisors
Illinois
$479K +$18.7K +44 +4%
NGA
1015
Naples Global Advisors
Florida
$478K – – –
WA
1016
Waddell & Associates
Tennessee
$478K – – –
CS
1017
Cannell & Spears
New York
$477K -$28.9K -68 -6%
B
1018
Barings
North Carolina
$474K +$474K +1,114 New
NP
1019
Ninepoint Partners
Ontario, Canada
$470K -$68.4K -161 -13%
BOS
1020
Bank of Stockton
California
$467K -$10.6K -25 -2%
MCM
1021
MAI Capital Management
Ohio
$461K +$2.55K +6 +0.6%
CAG
1022
Csenge Advisory Group
Florida
$459K +$86.1K +201 +23%
ECM
1023
Elgethun Capital Management
South Dakota
$458K +$849 +2 +0.2%
SIM
1024
Sadoff Investment Management
Wisconsin
$456K – – –
SBIA
1025
Sheaff Brock Investment Advisors
Indiana
$454K -$5.1K -12 -1%
39 40
41
42 43