SPGI icon

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 %
MGIA
1151
Matthew Goff Investment Advisor
Texas
$395K – – –
WFI
1152
West Family Investments
California
$395K – – –
WI
1153
Wintrust Investments
Illinois
$394K – – –
AWE
1154
Avidian Wealth Enterprises
Texas
$393K +$393K +832 New
FG
1155
Fiduciary Group
Georgia
$391K – – –
FNBT
1156
FineMark National Bank & Trust
Florida
$387K -$10.9K -23 -3%
AWM
1157
Axxcess Wealth Management
California
$387K +$387K +819 New
PHS
1158
Pekin Hardy Strauss
Illinois
$384K +$6.6K +14 +2%
CB
1159
CNB Bank
Pennsylvania
$384K +$15.1K +32 +4%
MIC
1160
Meridian Investment Counsel
California
$380K -$189K -400 -33%
MIM
1161
Meridiem Investment Management
United Kingdom
$380K – – –
H
1162
HoyleCohen
California
$379K +$1.89K +4 +0.5%
GCM
1163
Gladius Capital Management
Illinois
$379K +$379K +803 New
TI
1164
Truehand Inc
New Hampshire
$378K – – –
LNB
1165
Ledyard National Bank
$378K – – –
ACM
1166
Avalon Capital Management
California
$378K – – –
TC
1167
Trust Company
Kansas
$378K – – –
FNWM
1168
Financial Network Wealth Management
Utah
$378K – – –
CIM
1169
Chapman Investment Management
California
$378K +$378K +800 New
Wolverine Trading
1170
Wolverine Trading
Illinois
$377K -$2.7M -5,733 -88%
RZH
1171
Relyea Zuckerberg Hanson
Connecticut
$376K +$7.09K +17 +2%
SB
1172
Strategic Blueprint
Georgia
$374K +$16.1K +34 +4%
WB
1173
West Bancorporation
Iowa
$374K +$374K +793 New
KFA
1174
Krane Funds Advisors
New York
$373K -$216K -458 -37%
CSB
1175
City State Bank
Iowa
$365K +$365K +773 New
45 46
47
48 49