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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 %
DIA
1026
Dana Investment Advisors
Wisconsin
$453K – – –
JCM
1027
Janney Capital Management
Pennsylvania
$453K – – –
HIA
1028
Harbor Investment Advisory
Maryland
$453K +$46.3K +109 +11%
BL
1029
Balentine LLC
Georgia
$450K +$49.3K +116 +12%
FNBOH
1030
First National Bank of Hutchinson
Kansas
$448K -$4.68K -11 -1%
HT
1031
Heritage Trust
Oklahoma
$445K +$8.93K +21 +2%
OIA
1032
OneDigital Investment Advisors
Kansas
$444K +$101K +237 +29%
UB
1033
UMB Bank
Missouri
$442K -$2.55K -6 -0.6%
TPCW
1034
TD Private Client Wealth
New York
$437K -$47.6K -112 -10%
PTC
1035
Philadelphia Trust Company
Pennsylvania
$436K -$255K -600 -37%
MAM
1036
Magellan Asset Management
Australia
$433K -$35.7K -84 -8%
WA
1037
Waverly Advisors
Alabama
$432K +$11.3K +25 +3%
CFG
1038
Cooper Financial Group
California
$426K +$31.4K +74 +8%
BOTW
1039
Bank of the West
California
$425K -$10.2K -24 -2%
FGAM
1040
Financial Gravity Asset Management
Texas
$425K -$78.7K -5 -16%
ACM
1041
Ayrshire Capital Management
Connecticut
$425K – – –
IIC
1042
Ironwood Investment Counsel
Arizona
$423K +$8.92K +21 +2%
SWP
1043
Strategic Wealth Partners
Ohio
$422K +$27.2K +64 +7%
WP
1044
WealthShield Partners
North Carolina
$420K -$112K -263 -21%
USGIU
1045
U.S. Global Investors (USGI)
Texas
$420K – – –
IFWM
1046
Institute for Wealth Management
Colorado
$419K +$77.4K +182 +23%
FF
1047
FourThought Financial
Florida
$418K +$11.4K +27 +3%
FC
1048
Financial Consulate
Maryland
$416K +$45.9K +108 +12%
CWA
1049
Cornerstone Wealth Advisors
Minnesota
$414K +$8.49K +20 +2%
CCM
1050
Carlson Capital Management
Minnesota
$406K +$3.4K +8 +0.8%
40 41
42
43 44