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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 %
CW
1051
CreativeOne Wealth
Kansas
$575K +$144K +305 +33%
FI
1052
Fosun International
China
$567K -$360K -758 -39%
PP
1053
Palladium Partners
Virginia
$567K -$18.9K -40 -3%
GIA
1054
Gladstone Institutional Advisory
Florida
$563K +$114K +241 +25%
MC
1055
Moors & Cabot
Massachusetts
$562K – – –
AWA
1056
Arete Wealth Advisors
Illinois
$558K +$31.8K +68 +6%
CA
1057
Centerpoint Advisors
Massachusetts
$554K – – –
GA
1058
GraniteShares Advisors
New York
$552K +$552K +1,170 New
IBOK
1059
Independence Bank of Kentucky
Kentucky
$551K – – –
AFG
1060
Albion Financial Group
Utah
$550K +$550K +1,165 New
IAN
1061
Integrated Advisors Network
Texas
$548K +$8.97K +19 +2%
BFPW
1062
BOK Financial Private Wealth
Colorado
$542K +$112K +237 +26%
DLA
1063
Douglas Lane & Associates
New York
$539K -$10.4K -22 -2%
BL
1064
Balentine LLC
Georgia
$534K +$34K +72 +7%
NGA
1065
Naples Global Advisors
Florida
$531K – – –
WA
1066
Waddell & Associates
Tennessee
$531K – – –
IWC
1067
Integrated Wealth Concepts
Massachusetts
$531K +$85.8K +182 +19%
CS
1068
Cannell & Spears
New York
$530K – – –
GM
1069
GeoWealth Management
Illinois
$528K -$18.4K -39 -3%
CFG
1070
Cooper Financial Group
California
$524K +$50K +106 +11%
NP
1071
Ninepoint Partners
Ontario, Canada
$522K – – –
CHC
1072
City Holding Co
West Virginia
$521K +$252K +672 +94%
FC
1073
Financial Consulate
Maryland
$520K +$58.5K +124 +13%
BOS
1074
Bank of Stockton
California
$519K – – –
RGF
1075
Retirement Guys Formula
Ohio
$508K +$508K +1,076 New
41 42
43
44 45