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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 %
FFM
1226
Forum Financial Management
Illinois
$305K +$305K +647 New
VC
1227
Vicus Capital
Pennsylvania
$305K +$305K +723 New
PFM
1228
Parsec Financial Management
North Carolina
$303K – – –
CCA
1229
Childress Capital Advisors
Texas
$303K +$13.2K +28 +5%
FCFS
1230
First Command Financial Services
Texas
$302K – – –
ACA
1231
Affinity Capital Advisors
California
$302K – – –
KP
1232
Keel Point
Alabama
$302K +$14.2K +30 +5%
CFO
1233
Collective Family Office
Pennsylvania
$301K +$1.42K +3 +0.5%
WWM
1234
Western Wealth Management
Colorado
$301K +$301K +634 New
SF
1235
Symphony Financial
Texas
$300K -$59.4K -129 -17%
MGIA
1236
Moneta Group Investment Advisors
Missouri
$300K +$29.2K +62 +11%
DA
1237
DSC Advisors
Illinois
$300K +$52.8K +112 +21%
NAMP
1238
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$299K – – –
ANTB
1239
AMG National Trust Bank
Colorado
$298K -$12.7K -27 -4%
JIP
1240
Jaffetilchin Investment Partners
Florida
$298K +$9.45K +20 +3%
SIG
1241
Stonegate Investment Group
Alabama
$296K +$296K +627 New
MA
1242
Mutual Advisors
Nebraska
$295K +$14.6K +31 +5%
IIA
1243
ICW Investment Advisors
Arizona
$295K +$38.6K +82 +15%
OCM
1244
Ovata Capital Management
Hong Kong
$294K +$294K +623 New
SIA
1245
SkyView Investment Advisors
New Jersey
$294K +$294K +34,923 New
4WM
1246
44 Wealth Management
Oregon
$293K +$472 +1 +0.2%
V
1247
VeraBank
Texas
$293K +$7.55K +16 +3%
AWA
1248
Aaron Wealth Advisors
Illinois
$290K +$31.6K +67 +12%
MAM
1249
Magellan Asset Management
Australia
$287K -$194K -410 -40%
AWP
1250
Ascent Wealth Partners
New York
$287K -$16.5K -35 -5%
48 49
50
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