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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 %
AC
1126
Annandale Capital
Texas
$426K – – –
SF
1127
Summit Financial
New Jersey
$425K +$71.3K +151 +20%
FF
1128
FourThought Financial
Florida
$425K -$40.6K -86 -9%
CB
1129
Community Bank
New York
$425K – – –
PFA
1130
Plotkin Financial Advisors
Maryland
$425K – – –
WJWM
1131
Williams Jones Wealth Management
New York
$424K – – –
TWM
1132
TriaGen Wealth Management
California
$424K – – –
MWM
1133
Mission Wealth Management
California
$422K +$422K +895 New
FA
1134
Fiducient Advisors
Illinois
$422K +$422K +895 New
MC
1135
Montag & Caldwell
Georgia
$415K – – –
WA
1136
Wealth Alliance
New York
$414K -$17K -36 -4%
FAFN
1137
First Affirmative Financial Network
Colorado
$414K +$8.96K +19 +2%
JLBC
1138
J.L. Bainbridge & Co
Florida
$411K – – –
PT
1139
Plimoth Trust
Massachusetts
$408K -$18.9K -40 -4%
COF
1140
Capital One Financial
Virginia
$407K +$1.42K +3 +0.3%
Fisher Asset Management
1141
Fisher Asset Management
Washington
$406K +$56.7K +120 +16%
BCAM
1142
Boston Common Asset Management
Massachusetts
$403K +$25K +53 +7%
YC
1143
Yarbrough Capital
Tennessee
$403K +$403K +854 New
F
1144
F3Logic
Minnesota
$402K +$29.7K +64 +8%
AC
1145
Abbrea Capital
California
$399K – – –
SFG
1146
StrategIQ Financial Group
Indiana
$398K – – –
MSFS
1147
Main Street Financial Solutions
Pennsylvania
$398K +$71.7K +152 +22%
ACA
1148
Anchor Capital Advisors
Massachusetts
$397K -$18.9K -40 -5%
GA
1149
Geller Advisors
New York
$396K +$943 +2 +0.2%
BWP
1150
BSW Wealth Partners
Colorado
$396K +$28.4K +60 +8%
44 45
46
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