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S&P Global
SPGI

Overview Fund Activity

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.55B
2
Capital World Investors
Capital World Investors
California
$2.27B
3
Goldman Sachs
Goldman Sachs
New York
$873M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$300M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B

Top Sellers

1
N
Natixis
France
$0
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
3
BMSSC
B. Metzler seel. Sohn & Co
Germany
$81.8M
4
Ameriprise
Ameriprise
Minnesota
$394M
5
SCP
Soroban Capital Partners
New York
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
1276
Creative Financial Designs
Indiana
$30K – – –
FPA
1277
First Pacific Advisors
California
$29K – – –
IF
1278
Ironwood Financial
Arizona
$29K – – –
RA
1279
Resolute Advisors
California
$29K – – –
EWM
1280
Endurance Wealth Management
Rhode Island
$27K – – –
JFGIW
1281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$6.55K +16 +32%
BWA
1282
BDO Wealth Advisors
Florida
$27K +$7.48K +18 +38%
PP
1283
PrairieView Partners
Minnesota
$26K – – –
TC
1284
Tacita Capital
Ontario, Canada
$26K – – –
AWA
1285
Artemis Wealth Advisors
New York
$26K +$412 +1 +2%
H
1286
Hexavest
Quebec, Canada
$25K – – –
HH
1287
HWG Holdings
Texas
$25K – – –
LWA
1288
Lenox Wealth Advisors
New York
$24K – – –
GRP
1289
Global Retirement Partners
California
$23K -$28.3K -69 -55%
CWM
1290
Cranbrook Wealth Management
Michigan
$23K -$2.88K -7 -11%
POIA
1291
Pin Oak Investment Advisors
Texas
$23K – – –
RCM
1292
Rain Capital Management
Oregon
$23K +$836 +2 +4%
ETC
1293
Exchange Traded Concepts
Oklahoma
$23K +$23K +56 New
CA
1294
Crewe Advisors
Utah
$22K -$4.15K -10 -16%
EWA
1295
Evolution Wealth Advisors
Florida
$22K – – –
SIA
1296
Sit Investment Associates
Minnesota
$22K – – –
SQA
1297
Simon Quick Advisors
New Jersey
$22K +$4.8K +12 +28%
AIC
1298
Ayalon Insurance Company
Israel
$21K – – –
SFP
1299
Sterling Financial Planning
New Jersey
$20K – – –
PCH
1300
Polar Capital Holdings
United Kingdom
$19.4K +$2.91K +7,097 +18%
50 51
52
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