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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 %
HWIS
1176
Hancock Whitney Investment Services
Louisiana
$360K +$360K +782 New
CAG
1177
Csenge Advisory Group
Florida
$359K -$82.9K -201 -19%
OWA
1178
One Wealth Advisors
California
$359K +$3.78K +8 +1%
IFS
1179
Ifrah Financial Services
Arkansas
$358K -$472 -1 -0.1%
MFG
1180
Menard Financial Group
Texas
$357K +$70.8K +150 +25%
MSS
1181
Mitchell Sinkler & Starr
Pennsylvania
$356K – – –
CWM
1182
Connecticut Wealth Management
Connecticut
$356K +$473 +1 +0.1%
VCM
1183
Violich Capital Management
California
$354K – – –
SG
1184
Somerset Group
Minnesota
$354K – – –
RWA
1185
RGT Wealth Advisors
Texas
$353K +$12.7K +27 +4%
Acadian Asset Management
1186
Acadian Asset Management
Massachusetts
$350K – – –
DU
1187
Delphia (USA)
Ontario, Canada
$350K +$350K +741 New
CPO
1188
Cerity Partners OCIO
New York
$349K -$16.5K -35 -5%
LAS
1189
Lloyd Advisory Services
Georgia
$349K +$60.4K +128 +21%
MA
1190
MJP Associates
Connecticut
$347K +$30.5K +66 +10%
ACA
1191
Atlas Capital Advisors
Wyoming
$341K – – –
CPIG
1192
Chicago Partners Investment Group
Illinois
$340K +$26.7K +70 +9%
VCM
1193
Virtue Capital Management
Tennessee
$337K -$13.2K -28 -4%
CBFP
1194
Cedar Brook Financial Partners
Ohio
$337K +$37.2K +79 +12%
CMS
1195
Capital Market Strategies
Florida
$336K +$336K +711 New
BDF
1196
Balasa Dinverno & Foltz
$334K +$6.14K +13 +2%
AWM
1197
Altavista Wealth Management
North Carolina
$333K – – –
TIA
1198
Traphagen Investment Advisors
New Jersey
$330K +$47.2K +100 +17%
ETI
1199
Enterprise Trust & Investment
California
$330K – – –
USCWA
1200
U.S. Capital Wealth Advisors
Texas
$330K +$23.1K +49 +8%
46 47
48
49 50