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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 %
P
1001
Pitcairn
Pennsylvania
$672K -$2.36K -5 -0.3%
DCM
1002
Donaldson Capital Management
Indiana
$668K -$543K -1,150 -45%
HIIFS
1003
Harel Insurance Investments & Financial Services
Israel
$666K +$366K +779 +122%
SFSG
1004
Sound Financial Strategies Group
Mississippi
$665K -$22.2K -47 -3%
WA
1005
Wambolt & Associates
Colorado
$664K +$2.36K +5 +0.4%
PI
1006
PEAK6 Investments
Illinois
$664K +$663K +1,404 +46,800%
WSTAM
1007
Wilbanks Smith & Thomas Asset Management
Virginia
$661K +$1.89K +4 +0.3%
TBA
1008
Tower Bridge Advisors
Pennsylvania
$661K +$47.2K +100 +8%
BONH
1009
Bank of New Hampshire
New Hampshire
$658K – – –
RWM
1010
Ritholtz Wealth Management
New York
$656K +$113K +240 +21%
ALAM
1011
Asahi Life Asset Management
Japan
$656K +$293K +620 +81%
CG
1012
Cutler Group
California
$655K -$4.57M -9,700 -87%
BHTS
1013
Bar Harbor Trust Services
Maine
$654K – – –
SCA
1014
Snowden Capital Advisors
New York
$653K -$642K -1,360 -50%
TFP
1015
Tilia Fiduciary Partners
North Carolina
$653K +$653K +1,383 New
JCM
1016
Jacobi Capital Management
Pennsylvania
$651K -$44.8K -95 -6%
MAM
1017
Madison Asset Management
Wisconsin
$649K – – –
IC
1018
Intersect Capital
California
$641K +$14.6K +31 +2%
CWM
1019
Circle Wealth Management
New Jersey
$634K -$150K -317 -19%
APA
1020
Astoria Portfolio Advisors
New York
$633K +$633K +1,341 New
HFM
1021
Harvest Fund Management
China
$632K +$256K +544 +68%
G
1022
Gainplan
Michigan
$629K +$189K +400 +43%
KWM
1023
Keebeck Wealth Management
Illinois
$622K +$37.8K +80 +6%
HKAM
1024
Horizon Kinetics Asset Management
New York
$621K – – –
PWP
1025
Principle Wealth Partners
Connecticut
$619K -$75.5K -160 -11%
39 40
41
42 43