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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 %
SS
1026
Sunbelt Securities
Texas
$617K +$107K +267 +21%
WB
1027
WesBanco Bank
West Virginia
$616K -$92.4K -196 -13%
GCP
1028
GSA Capital Partners
United Kingdom
$614K -$368K -780 -37%
FA
1029
Faithward Advisors
Pennsylvania
$614K – – –
FNBOSM
1030
First National Bank of South Miami
Florida
$614K – – –
RCWM
1031
Royal Capital Wealth Management
Indiana
$614K +$614K +1,300 New
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
$612K +$37.2K +79 +6%
TP
1033
Tranquility Partners
Tennessee
$612K +$37.3K +79 +6%
FC
1034
Forte Capital
New York
$607K -$60.9K -129 -9%
OPS
1035
Orion Portfolio Solutions
Nebraska
$607K +$24.1K +51 +4%
HBT
1036
Heartland Bank & Trust
Illinois
$604K +$604K +1,280 New
RT
1037
Rockland Trust
Massachusetts
$600K -$236K -501 -28%
CNC
1038
Canandaigua National Corp
New York
$600K +$600K +1,271 New
ACM
1039
Advisors Capital Management
New Jersey
$598K +$14.6K +31 +3%
ST
1040
Smithfield Trust
Pennsylvania
$597K -$940 -2 -0.2%
PA
1041
Procyon Advisors
Connecticut
$592K +$472 +1 +0.1%
CA
1042
CoreCap Advisors
Michigan
$586K +$586K +1,242 New
CIC
1043
Carnegie Investment Counsel
Ohio
$585K -$8.96K -19 -2%
RSS
1044
Rosenblum Silverman Sutton
California
$585K – – –
CCT
1045
Country Club Trust
Missouri
$582K – – –
AIL
1046
AGF Investments LLC
Ontario, Canada
$579K -$760K -1,609 -57%
CA
1047
Continuum Advisory
Idaho
$578K -$35.9K -76 -6%
PP
1048
Patten & Patten
Tennessee
$577K – – –
SB
1049
Sunflower Bank
Texas
$577K – – –
SSW
1050
Smith Shellnut Wilson
Mississippi
$577K +$9.44K +20 +2%
40 41
42
43 44