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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 %
5L
1201
55I LLC
Massachusetts
$244K -$2.98K -7 -1%
CG
1202
Corundum Group
Colorado
$243K – – –
KCPG
1203
Kavar Capital Partners Group
Kansas
$242K – – –
Q
1204
QVR
California
$238K +$232K +547 +3,907%
SLA
1205
Silver Lake Advisory
Utah
$236K +$425 +1 +0.2%
SPP
1206
Single Point Partners
Massachusetts
$235K – – –
IWA
1207
IVC Wealth Advisors
Pennsylvania
$233K – – –
LFA
1208
Legacy Financial Advisors
Kentucky
$233K +$13.2K +31 +6%
AWA
1209
Aaron Wealth Advisors
Illinois
$232K +$19.9K +47 +9%
IIA
1210
ICW Investment Advisors
Arizona
$231K +$231K +544 New
ACM
1211
Azimuth Capital Management
Michigan
$229K +$229K +540 New
9WM
1212
9258 Wealth Management
Ohio
$227K +$849 +2 +0.4%
AIP
1213
Almanack Investment Partners
Pennsylvania
$225K -$122K -287 -35%
ABTD
1214
Arvest Bank Trust Division
Oklahoma
$225K +$2.97K +7 +1%
EFM
1215
E Fund Management
China
$225K +$225K +529 New
DA
1216
DSC Advisors
Illinois
$223K +$223K +524 New
TC
1217
Telemus Capital
Michigan
$223K +$223K +524 New
MTC
1218
McDaniel Terry & Co
Texas
$221K – – –
KCM
1219
Kathmere Capital Management
Pennsylvania
$220K +$220K +518 New
SHGA
1220
Sand Hill Global Advisors
California
$217K -$39.6K -93 -15%
GAM
1221
Gould Asset Management
California
$216K – – –
EMFAT
1222
Emerald Mutual Fund Advisers Trust
Pennsylvania
$216K +$61.2K +144 +40%
CBN
1223
Cadence Bank NA
Texas
$215K – – –
SAI
1224
Systematic Alpha Investments
New Jersey
$214K – – –
CIC
1225
Chilton Investment Company
Connecticut
$214K +$214K +504 New
47 48
49
50 51