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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 %
AIA
1126
Avalon Investment & Advisory
Texas
$317K +$105K +247 +49%
VCM
1127
Virtue Capital Management
Tennessee
$316K +$6.38K +15 +2%
Acadian Asset Management
1128
Acadian Asset Management
Massachusetts
$315K -$389K -917 -55%
Fisher Asset Management
1129
Fisher Asset Management
Washington
$314K +$58.1K +137 +23%
RWA
1130
RGT Wealth Advisors
Texas
$307K -$21.3K -50 -6%
SAM
1131
Strategy Asset Managers
California
$307K +$848 +2 +0.3%
ACA
1132
Atlas Capital Advisors
Wyoming
$307K – – –
CL
1133
CPWM LLC
Washington
$306K -$1.28K -3 -0.4%
CHC
1134
City Holding Co
West Virginia
$304K +$117K +275 +63%
AWM
1135
Altavista Wealth Management
North Carolina
$300K +$2.13K +5 +0.7%
IGGA
1136
Iron Gate Global Advisors
Utah
$300K +$2.97K +7 +1%
ETI
1137
Enterprise Trust & Investment
California
$297K – – –
PFM
1138
Parsec Financial Management
North Carolina
$297K – – –
BDF
1139
Balasa Dinverno & Foltz
$295K -$850 -2 -0.3%
MSFS
1140
Main Street Financial Solutions
Pennsylvania
$294K +$1.28K +3 +0.4%
DBRC
1141
D.B. Root & Company
Pennsylvania
$291K -$75.6K -178 -21%
MA
1142
MJP Associates
Connecticut
$291K +$4.24K +10 +1%
NB
1143
Northwest Bancshares
Pennsylvania
$289K – – –
TAL
1144
TIG Advisors LLC
New York
$287K -$1.61M -3,800 -85%
PBO
1145
Peoples Bank (Ohio)
Ohio
$287K -$12.8K -30 -4%
BFEC
1146
Benjamin F. Edwards & Company
Missouri
$286K -$25.5K -60 -8%
SSWG
1147
Seven Springs Wealth Group
Tennessee
$286K – – –
SRC
1148
Shufro Rose & Co
New York
$283K – – –
RPWA
1149
Regent Peak Wealth Advisors
Georgia
$283K +$2.55K +6 +0.9%
GBT
1150
Grove Bank & Trust
Florida
$280K -$36.2K -85 -11%
44 45
46
47 48