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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 %
MIM
1226
Marco Investment Management
Georgia
$212K – – –
DI
1227
DAGCO Inc
Ohio
$212K – – –
APW
1228
Aurora Private Wealth
New Jersey
$212K – – –
BCM
1229
Bridgeway Capital Management
Texas
$212K – – –
MOS
1230
MGO One Seven
Ohio
$211K +$211K +446 New
PWA
1231
Physician Wealth Advisors
Utah
$210K -$1.77K -4 -0.8%
IIM
1232
Ipswich Investment Management
Massachusetts
$210K – – –
W
1233
Wealthquest
Ohio
$210K – – –
EWM
1234
EPG Wealth Management
Georgia
$210K +$210K +493 New
CIP
1235
Convergence Investment Partners
Florida
$207K -$12.7K -30 -6%
LC
1236
Lindbrook Capital
California
$207K +$3.39K +8 +2%
MFA
1237
Mayflower Financial Advisors
Massachusetts
$203K +$203K +450 New
PWMG
1238
Prestige Wealth Management Group
New Jersey
$202K +$17.4K +41 +9%
MBT
1239
Montecito Bank & Trust
California
$201K +$201K +472 New
HI
1240
Hendershot Investments
Virginia
$200K – – –
LTI
1241
Laffer Tengler Investments
Tennessee
$196K +$196K +462 New
GWM
1242
Geneos Wealth Management
Colorado
$194K +$428 +1 +0.2%
BCP
1243
Blue Chip Partners
Michigan
$193K – – –
LWM
1244
Liberty Wealth Management
California
$182K +$91K +207 +100%
SGAM
1245
Smith Group Asset Management
Texas
$173K -$512K -1,205 -75%
HF
1246
Halpern Financial
Virginia
$171K +$171K +402 New
CFA
1247
Cahill Financial Advisors
Minnesota
$166K +$166K +390 New
SOW
1248
State of Wyoming
Wyoming
$164K +$5.93K +14 +4%
BAM
1249
Barrett Asset Management
New York
$159K – – –
PCG
1250
Private Capital Group
Connecticut
$156K – – –
48 49
50
51 52