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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 %
GKWIM
1251
Gerber Kawasaki Wealth & Investment Management
California
$287K +$286K +608 +30,400%
SDWMA
1252
Schneider Downs Wealth Management Advisors
Pennsylvania
$286K -$16.1K -34 -5%
PM
1253
Parametrica Management
Hong Kong
$286K -$6.13K -13 -2%
TCOT
1254
Trust Company of Toledo
Ohio
$284K -$4.25K -9 -1%
TC
1255
Telemus Capital
Michigan
$284K +$36.4K +77 +15%
SVWAG
1256
Sound View Wealth Advisors Group
Georgia
$283K +$8.96K +19 +3%
GAM
1257
Gould Asset Management
California
$282K +$42.4K +90 +18%
HCMG
1258
Howard Capital Management Group
California
$282K +$282K +598 New
CMP
1259
Courage Miller Partners
Virginia
$281K – – –
JSW
1260
Journey Strategic Wealth
New Jersey
$281K +$281K +595 New
DHFB
1261
Dixon Hubard Feinour & Brown
Virginia
$279K -$3.3K -7 -1%
AI
1262
Alphabet Inc
California
$279K – – –
SSB
1263
Sandy Spring Bank
Maryland
$278K +$129K +273 +86%
FLPIM
1264
F.L. Putnam Investment Management
Massachusetts
$275K -$16.5K -35 -6%
EDRH
1265
Edmond de Rothschild Holding
Switzerland
$274K +$267K +567 +4,050%
BBHC
1266
Brown Brothers Harriman & Co
New York
$274K -$1.95K -4,140 -0.7%
KFP
1267
KB Financial Partners
New Jersey
$273K +$273K +579 New
AFWM
1268
AMJ Financial Wealth Management
Virginia
$272K – – –
FCB
1269
First Command Bank
Texas
$272K – – –
LFA
1270
Legacy Financial Advisors
Kentucky
$272K +$13.7K +29 +5%
KCPG
1271
Kavar Capital Partners Group
Kansas
$269K – – –
WA
1272
Wealth Architects
California
$269K +$269K +570 New
HWA
1273
HHM Wealth Advisors
Tennessee
$268K +$170K +360 +174%
CC
1274
Callan Capital
California
$268K +$268K +568 New
A
1275
AustralianSuper
Australia
$263K -$21.1K -45,978 -7%
49 50
51
52 53