SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,267 hedge funds and large institutions have $68.3B invested in S&P Global in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 512 increasing their positions, 412 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+58
Holders Change %
+4.8%
% of All Funds
22.48%
Holding in Top 10
40
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-34.43%
% of All Funds
0.71%
New
162
Increased
512
Reduced
412
Closed
89
Calls
$685M
Puts
$509M
Net Calls
+$177M
Net Calls Change
+$263M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$281M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$221M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.86B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$475M
5
Swedbank
5
Swedbank
Sweden
$397M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$743M
2
BlackRock
2
BlackRock
New York
$5.88B
3
IFP
3
Independent Franchise Partners
United Kingdom
$204M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$20.1M
5
Man Group
5
Man Group
United Kingdom
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
1176
McIlrath & Eck
Washington
$36K – – –
GEA
1177
Glen Eagle Advisors
New Jersey
$35.5K – – –
AWM
1178
Atticus Wealth Management
Florida
$35K – – –
CWP
1179
Concord Wealth Partners
Virginia
$35K +$35K +107 New
TFO
1180
Tarbox Family Office
California
$34K -$7.19K -22 -17%
D
1181
Diversified
Delaware
$34K +$34K +96 New
BAM
1182
Barrett Asset Management
New York
$33K – – –
DSC
1183
Duncker Streett & Co
Missouri
$33K +$21.5K +65 +186%
VCG
1184
Vantage Consulting Group
Virginia
$33K +$33K +100 New
AWG
1185
Altus Wealth Group
Colorado
$33K +$33K +101 New
TFIPS
1186
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.9K +$32.9K +100 New
AIG
1187
American International Group
New York
$32K -$138 -419 -0.4%
ARMC
1188
American Research & Management Company
Massachusetts
$30K – – –
NFSG
1189
Newbridge Financial Services Group
Florida
$30K +$6K +18 +25%
EWA
1190
Evolution Wealth Advisors
Florida
$30K +$12.7K +39 +74%
VFA
1191
Valeo Financial Advisors
Indiana
$29K +$5K +15 +21%
IAIM
1192
International Assets Investment Management
Florida
$28K +$28K +84 New
TF
1193
TimeScale Financial
Massachusetts
$27K -$9.32K -29 -26%
SWA
1194
SOA Wealth Advisors
New York
$27K +$27K +84 New
VCM
1195
Vigilant Capital Management
Maine
$25K – – –
CFD
1196
Creative Financial Designs
Indiana
$24K -$5.51K -17 -19%
IF
1197
Ironwood Financial
Arizona
$23K – – –
SSWG
1198
Seven Springs Wealth Group
Tennessee
$23K +$3.89K +12 +20%
M
1199
MOTCO
Texas
$23K +$6.8K +21 +42%
HI
1200
Hudock Inc
Pennsylvania
$22K +$18.5K +58 +527%
46 47
48
49 50