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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 %
PCM
1051
Penserra Capital Management
California
$406K +$49.2K +116 +14%
VCA
1052
Verdence Capital Advisors
Maryland
$404K +$39.9K +94 +11%
GIA
1053
Gladstone Institutional Advisory
Florida
$404K +$404K +952 New
PCP
1054
Proficio Capital Partners
Massachusetts
$401K -$691K -1,626 -63%
IWC
1055
Integrated Wealth Concepts
Massachusetts
$401K +$84.1K +198 +27%
G
1056
Gainplan
Michigan
$396K – – –
HI
1057
Harbour Investments
Wisconsin
$395K -$2.12K -5 -0.5%
EHC
1058
Everett Harris & Co
California
$395K – – –
RIM
1059
Regent Investment Management
Kentucky
$393K -$4.25K -10 -1%
CCM
1060
Compton Capital Management
Rhode Island
$391K – – –
HPWM
1061
Highland Private Wealth Management
Washington
$389K +$14.5K +34 +4%
WA
1062
Wealth Alliance
New York
$388K -$12.3K -29 -3%
CW
1063
CreativeOne Wealth
Kansas
$388K +$53.1K +125 +16%
BFPW
1064
BOK Financial Private Wealth
Colorado
$387K +$67.1K +158 +21%
PT
1065
Plimoth Trust
Massachusetts
$385K -$65.9K -155 -15%
FFA
1066
Founders Financial Alliance
North Carolina
$385K +$849 +2 +0.2%
FG
1067
Fiduciary Group
Georgia
$385K +$2.79K +6 +0.7%
AC
1068
Annandale Capital
Texas
$383K – – –
PFA
1069
Plotkin Financial Advisors
Maryland
$382K – – –
WJWM
1070
Williams Jones Wealth Management
New York
$382K -$3.4K -8 -0.9%
CB
1071
Community Bank
New York
$382K – – –
TWM
1072
TriaGen Wealth Management
California
$382K – – –
SSG
1073
Summit Securities Group
New York
$382K +$382K +900 New
AIC
1074
Ameritas Investment Company
Nebraska
$380K +$317K +745 +500%
RZH
1075
Relyea Zuckerberg Hanson
Connecticut
$376K +$30.6K +72 +9%
41 42
43
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