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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 %
ECM
1176
Evergreen Capital Management
Washington
$260K -$426 -1 -0.2%
CCA
1177
Childress Capital Advisors
Texas
$260K +$11K +26 +4%
LAS
1178
Lloyd Advisory Services
Georgia
$260K +$104K +244 +66%
SIM
1179
Stratos Investment Management
Ohio
$260K +$260K +611 New
JIP
1180
Jaffetilchin Investment Partners
Florida
$259K -$233K -549 -47%
TCOT
1181
Trust Company of Toledo
Ohio
$259K -$3.4K -8 -1%
KP
1182
Keel Point
Alabama
$259K +$18.3K +43 +8%
BFA
1183
Bragg Financial Advisors
North Carolina
$258K – – –
MFG
1184
Menard Financial Group
Texas
$257K -$424 -1 -0.2%
V
1185
VeraBank
Texas
$257K – – –
WI
1186
WrapManager Inc
California
$256K +$1.28K +3 +0.5%
DHFB
1187
Dixon Hubard Feinour & Brown
Virginia
$255K – – –
PA
1188
PFG Advisors
Arizona
$255K +$1.27K +3 +0.5%
RFG
1189
Range Financial Group
Oregon
$255K +$28.5K +67 +13%
TIA
1190
Traphagen Investment Advisors
New Jersey
$255K – – –
BAS
1191
Brown Advisory Securities
Maryland
$254K -$482K -1,132 -65%
CMP
1192
Courage Miller Partners
Virginia
$253K – – –
AI
1193
Alphabet Inc
California
$252K – – –
MA
1194
Mutual Advisors
Nebraska
$252K +$848 +2 +0.3%
BBHC
1195
Brown Brothers Harriman & Co
New York
$248K -$3.72K -8,765 -1%
DS
1196
DRW Securities
Illinois
$248K -$62.1K -146 -20%
SVWAG
1197
Sound View Wealth Advisors Group
Georgia
$247K – – –
IWN
1198
Independent Wealth Network
Iowa
$246K +$246K +540 New
AFWM
1199
AMJ Financial Wealth Management
Virginia
$245K -$39.1K -92 -14%
MGIA
1200
Moneta Group Investment Advisors
Missouri
$244K -$50.2K -118 -17%
46 47
48
49 50