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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 %
FNWM
1101
Financial Network Wealth Management
Utah
$340K – – –
BCAM
1102
Boston Common Asset Management
Massachusetts
$340K +$2.12K +5 +0.6%
HFM
1103
Harvest Fund Management
China
$340K +$255K +600 +299%
LNB
1104
Ledyard National Bank
$340K +$340K +800 New
F
1105
F3Logic
Minnesota
$340K +$340K +803 New
SF
1106
Symphony Financial
Texas
$333K -$7.69K -18 -2%
CB
1107
CNB Bank
Pennsylvania
$333K +$48.1K +113 +17%
BWP
1108
BSW Wealth Partners
Colorado
$331K +$98.7K +232 +42%
AS
1109
Altshuler Shaham
Israel
$330K +$169K +396 +105%
CPO
1110
Cerity Partners OCIO
New York
$329K – – –
BTWM
1111
Baker Tilly Wealth Management
Wisconsin
$329K +$13.6K +32 +4%
ALAM
1112
Asahi Life Asset Management
Japan
$327K +$327K +770 New
SNT
1113
Security National Trust
West Virginia
$326K – – –
IFS
1114
Ifrah Financial Services
Arkansas
$323K -$4.25K -10 -1%
MC
1115
Maverick Capital
Texas
$322K -$427K -1,004 -57%
SB
1116
Strategic Blueprint
Georgia
$322K -$11.9K -28 -4%
SCM
1117
Stevens Capital Management
Pennsylvania
$322K +$322K +758 New
BCM
1118
Buckhead Capital Management
Georgia
$321K – – –
OWA
1119
One Wealth Advisors
California
$320K – – –
CWM
1120
Connecticut Wealth Management
Connecticut
$320K +$15.3K +36 +5%
MSS
1121
Mitchell Sinkler & Starr
Pennsylvania
$320K +$45.4K +107 +17%
VCM
1122
Violich Capital Management
California
$319K – – –
SG
1123
Somerset Group
Minnesota
$319K +$319K +750 New
SF
1124
Summit Financial
New Jersey
$319K +$319K +750 New
NA
1125
NewEdge Advisors
Louisiana
$317K +$28.9K +68 +10%
43 44
45
46 47