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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
$633M
2
Capital International Investors
Capital International Investors
California
$2.39B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.82B
4
Goldman Sachs
Goldman Sachs
New York
$1.09B
5
Two Sigma Advisers
Two Sigma Advisers
New York
$271M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.93B
2
TCI Fund Management
TCI Fund Management
United Kingdom
$2.05B
3
TCM
Tybourne Capital Management
Hong Kong
$0
4
KBC Group
KBC Group
Belgium
$171M
5
UIM
USS Investment Management
United Kingdom
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1276
HHM Wealth Advisors
Tennessee
$88K – – –
EBA
1277
Eagle Bay Advisors
New York
$88K +$71.1K +168 +420%
PPWM
1278
PFG Private Wealth Management
Florida
$86K +$86K +203 New
FWM
1279
Focused Wealth Management
New York
$85K – – –
WFA
1280
West Financial Advisors
Iowa
$85K – – –
CPC
1281
Consolidated Planning Corp
Georgia
$85K +$85K +200 New
MRCM
1282
M&R Capital Management
New Jersey
$84K – – –
BIA
1283
Bell Investment Advisors
California
$81K +$81K +191 New
ZB
1284
Zions Bancorporation
Utah
$80K +$847 +2 +1%
NIM
1285
NuWave Investment Management
New Jersey
$79K +$79K +187 New
TCM
1286
Tradewinds Capital Management
Washington
$78K +$78K +184 New
DOA
1287
D'Orazio & Associates
Virginia
$77K +$66.4K +156 +624%
GWS
1288
Glassman Wealth Services
Virginia
$76K +$4.7K +11 +7%
FFA
1289
Freedman Financial Associates
Massachusetts
$75K +$5.93K +14 +9%
JWM
1290
Janiczek Wealth Management
Colorado
$75K +$23.3K +55 +45%
CMBA
1291
C.M. Bidwell & Associates
Hawaii
$74K -$855 -2 -1%
AA
1292
Ancora Advisors
Ohio
$74K +$31K +73 +72%
CHA
1293
Carmichael Hill & Associates
Maryland
$71K – – –
LS
1294
Leelyn Smith
Illinois
$70K -$17.8K -42 -20%
RFA
1295
Reilly Financial Advisors
California
$70K – – –
KTC
1296
Kistler-Tiffany Companies
Pennsylvania
$68K – – –
EWM
1297
Evermay Wealth Management
Virginia
$64K – – –
RIM
1298
Rockbridge Investment Management
New York
$64K – – –
FMII
1299
Farmers & Merchants Investments Inc
Nebraska
$64K +$10.2K +24 +19%
WLPWM
1300
Walled Lake Planning & Wealth Management
Illinois
$63K – – –
50 51
52
53 54