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S&P Global
SPGI

Overview Fund Activity

1,267 hedge funds and large institutions have $68.3B invested in S&P Global in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 512 increasing their positions, 412 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+58
Holders Change %
+4.8%
% of All Funds
22.48%
Holding in Top 10
40
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-34.43%
% of All Funds
0.71%
New
162
Increased
512
Reduced
412
Closed
89
Calls
$685M
Puts
$509M
Net Calls
+$177M
Net Calls Change
+$263M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$281M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$221M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.86B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$475M
5
Swedbank
5
Swedbank
Sweden
$397M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$743M
2
BlackRock
2
BlackRock
New York
$5.88B
3
IFP
3
Independent Franchise Partners
United Kingdom
$204M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$20.1M
5
Man Group
5
Man Group
United Kingdom
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
1251
Institutional & Family Asset Management
Colorado
$3K – – –
BC
1252
Bartlett & Co
Ohio
$3K +$3K +8 New
DWMG
1253
DB Wealth Management Group
California
$3K +$3K +9 New
RWA
1254
Ropes Wealth Advisors
Massachusetts
$3K +$3K +10 New
SPWG
1255
Sage Private Wealth Group
Illinois
$3K +$3K +10 New
BCWM
1256
Bartlett & Co Wealth Management
Ohio
$2.63K +$2.63K +8 New
UFF
1257
USA Financial Formulas
Michigan
$2K -$774K -2,709 -100%
FMP
1258
Financial Management Professionals
Texas
$2K -$1.43K -5 -42%
MCM
1259
Manchester Capital Management
Vermont
$2K -$571 -2 -22%
GI
1260
Gradient Investments
Minnesota
$2K – – –
RBC
1261
Roble Belko & Company
Pennsylvania
$2K – – –
TIAM2
1262
Tru Independence Asset Management 2
Oregon
$2K +$2K +5 New
CWM
1263
Curi Wealth Management
North Carolina
$2K +$2K +8 New
TFA
1264
Transamerica Financial Advisors
Florida
$1K -$667 -2 -40%
TFM
1265
TFC Financial Management
Massachusetts
$1K – – –
ICP
1266
Interchange Capital Partners
Pennsylvania
$1K +$1K +5 New
FI
1267
Fosun International
China
$348 +$111 +345 +47%
WIM
1268
Westside Investment Management
California
$16 – – –
TI
1269
tru Independence
Oregon
$12 +$2 +5 +16%
JAM
1270
Jupiter Asset Management
United Kingdom
– -$37.4M -103,901 Closed
WCM
1271
Wedge Capital Management
North Carolina
– -$28.4M -78,787 Closed
EIP
1272
Epoch Investment Partners
New York
– -$25.9M -71,887 Closed
TIM
1273
Thornburg Investment Management
New Mexico
– -$21.5M -59,494 Closed
ERSOT
1274
Employees Retirement System of Texas
Texas
– -$20.4M -56,600 Closed
IG
1275
Ithaka Group
Virginia
– -$16.9M -46,995 Closed
49 50
51
52 53