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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 %
Jones Financial Companies
1251
Jones Financial Companies
Missouri
$146K +$66.4K +156 +83%
CTB
1252
Country Trust Bank
Illinois
$145K +$9.78K +23 +7%
SSB
1253
Sandy Spring Bank
Maryland
$135K +$56.6K +133 +72%
AWM
1254
Avior Wealth Management
Nebraska
$134K – – –
MFT
1255
Moisand Fitzgerald Tamayo
Florida
$132K – – –
KFI
1256
Key Financial Inc
Pennsylvania
$126K – – –
FMT
1257
First Mercantile Trust
Tennessee
$123K -$153K -360 -55%
TWA
1258
TCI Wealth Advisors
Arizona
$116K +$426 +1 +0.4%
NR
1259
Newfound Research
Massachusetts
$116K +$17.8K +42 +18%
NFG
1260
Next Financial Group
Texas
$114K -$67.5K -158 -37%
VCM
1261
Versant Capital Management
Arizona
$113K -$1.27K -3 -1%
PWM
1262
Prentice Wealth Management
New York
$110K +$853 +2 +0.8%
CFA
1263
Carroll Financial Associates
North Carolina
$110K +$99.4K +235 +940%
GCGDR
1264
Geo Capital Gestora de Recursos
Brazil
$109K -$1.99M -4,694 -95%
CYG
1265
Clean Yield Group
Vermont
$106K – – –
WB
1266
Webster Bank
Connecticut
$106K – – –
Koshinski Asset Management
1267
Koshinski Asset Management
Illinois
$103K +$103K +243 New
WPA
1268
West Paces Advisors
Georgia
$99.4K – – –
TIM
1269
Tortoise Investment Management
New York
$99K – – –
TG
1270
TCW Group
California
$98.9K -$806 -1,896 -0.8%
SC
1271
Solstein Capital
California
$96K – – –
AF
1272
Allworth Financial
California
$94K +$86.8K +204 +1,200%
KFS
1273
Kelly Financial Services
Massachusetts
$93.3K -$30.2M -71,271 -100%
MGIM
1274
M&G Investment Management
United Kingdom
$92.1K -$13.7K -32,198 -13%
PB
1275
Pinnacle Bancorp
Nebraska
$91K +$5.08K +12 +6%
49 50
51
52 53