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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 %
FNBOH
1076
First National Bank of Hutchinson
Kansas
$507K +$9.9K +21 +2%
MCM
1077
Mendel Capital Management
Arkansas
$506K +$506K +1,071 New
SBIA
1078
Sheaff Brock Investment Advisors
Indiana
$505K +$943 +2 +0.2%
SDAM
1079
Shulman DeMeo Asset Management
New York
$505K +$505K +1,070 New
JCM
1080
Janney Capital Management
Pennsylvania
$504K – – –
SIM
1081
Sadoff Investment Management
Wisconsin
$502K -$5.2K -11 -1%
FAM
1082
Fulcrum Asset Management
United Kingdom
$499K -$499K – –
ECM
1083
Elgethun Capital Management
South Dakota
$495K +$458 +1 +0.1%
WP
1084
WealthShield Partners
North Carolina
$495K +$28.8K +61 +6%
HT
1085
Heritage Trust
Oklahoma
$494K – – –
SWP
1086
Strategic Wealth Partners
Ohio
$488K +$18.9K +40 +4%
PTC
1087
Philadelphia Trust Company
Pennsylvania
$484K – – –
PI
1088
Putnam Investments
Massachusetts
$482K -$222M -470,122 -100%
DIA
1089
Dana Investment Advisors
Wisconsin
$481K -$22.2K -47 -4%
PA
1090
PFG Advisors
Arizona
$481K +$198K +419 +70%
AC
1091
ASB Consultores
Florida
$480K +$480K +1,017 New
AAS
1092
Ameritas Advisory Services
Nebraska
$479K +$479K +1,014 New
LGA
1093
Lebenthal Global Advisors
New York
$478K +$478K +1,013 New
BOTW
1094
Bank of the West
California
$472K – – –
ACM
1095
Ayrshire Capital Management
Connecticut
$472K – – –
SFA
1096
Sequoia Financial Advisors
Ohio
$472K +$472K +1,000 New
ER
1097
Enlightenment Research
Florida
$472K +$472K +1,000 New
LFM
1098
LGT Fund Management
Liechtenstein
$472K +$472K +1,000 New
DCP
1099
DSM Capital Partners
Florida
$472K +$472K +1,000 New
KC
1100
Kenfarb & Co
Kentucky
$469K +$469K +994 New
42 43
44
45 46