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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 %
WANY
1101
Wealthspire Advisors (New York)
New York
$468K -$551K -1,167 -54%
USGIU
1102
U.S. Global Investors (USGI)
Texas
$467K – – –
CIP
1103
Convergence Investment Partners
Florida
$467K +$237K +501 +103%
NW
1104
NewEdge Wealth
Pennsylvania
$465K +$465K +985 New
B
1105
Barings
North Carolina
$464K -$61.8K -131 -12%
GAG
1106
GM Advisory Group
New York
$462K -$119K -253 -21%
CWA
1107
Cornerstone Wealth Advisors
Minnesota
$460K – – –
MOS
1108
MGO One Seven
Ohio
$459K +$249K +527 +118%
MC
1109
Manteio Capital
New Jersey
$459K +$459K +973 New
VIM
1110
VELA Investment Management
Ohio
$456K +$456K +967 New
HPWM
1111
Highland Private Wealth Management
Washington
$454K +$22.2K +47 +5%
HIA
1112
Harbor Investment Advisory
Maryland
$452K -$51.5K -109 -10%
GTCM
1113
Gyon Technologies Capital Management
New Jersey
$450K -$3.14M -6,648 -87%
IIC
1114
Ironwood Investment Counsel
Arizona
$450K -$19.8K -42 -4%
IFWM
1115
Institute for Wealth Management
Colorado
$447K -$17.9K -38 -4%
LC
1116
Lindbrook Capital
California
$447K +$217K +459 +94%
TPCW
1117
TD Private Client Wealth
New York
$444K -$41.1K -87 -8%
PCP
1118
Proficio Capital Partners
Massachusetts
$444K -$1.89K -4 -0.4%
VCA
1119
Verdence Capital Advisors
Maryland
$443K -$5.18K -11 -1%
FFA
1120
Founders Financial Alliance
North Carolina
$441K +$13.2K +28 +3%
EHC
1121
Everett Harris & Co
California
$439K – – –
RIM
1122
Regent Investment Management
Kentucky
$437K – – –
CCM
1123
Compton Capital Management
Rhode Island
$434K – – –
CCM
1124
Carlson Capital Management
Minnesota
$433K -$17.9K -38 -4%
EGM
1125
Engineers Gate Manager
New York
$431K +$431K +913 New
43 44
45
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