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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 %
JDR
1276
Jay D. Rosenbaum
$263K +$263K +557 New
SLA
1277
Silver Lake Advisory
Utah
$262K +$471 +1 +0.2%
IWN
1278
Independent Wealth Network
Iowa
$262K +$7.54K +16 +3%
BFA
1279
Buttonwood Financial Advisors
Maryland
$262K +$262K +555 New
SPP
1280
Single Point Partners
Massachusetts
$261K – – –
EWM
1281
Endowment Wealth Management
Wisconsin
$260K +$260K +551 New
IWA
1282
IVC Wealth Advisors
Pennsylvania
$259K – – –
BFA
1283
Bragg Financial Advisors
North Carolina
$258K – – –
9WM
1284
9258 Wealth Management
Ohio
$257K +$4.72K +10 +2%
EAM
1285
Empirical Asset Management
Massachusetts
$257K +$257K +545 New
CG
1286
Corundum Group
Colorado
$256K -$13.2K -28 -5%
ACM
1287
Azimuth Capital Management
Michigan
$255K – – –
SHGA
1288
Sand Hill Global Advisors
California
$255K +$14.6K +31 +6%
JFGIW
1289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K +$186K +395 +271%
MF
1290
Magnetar Financial
Illinois
$255K +$255K +540 New
BAS
1291
Brown Advisory Securities
Maryland
$250K -$31.1K -66 -11%
EFM
1292
E Fund Management
China
$250K – – –
FWP
1293
FAS Wealth Partners
Kansas
$248K -$42.5K -90 -15%
WI
1294
WrapManager Inc
California
$246K -$38.2K -81 -13%
NP
1295
NorthRock Partners
Minnesota
$246K +$246K +521 New
AIP
1296
Almanack Investment Partners
Pennsylvania
$244K -$5.18K -11 -2%
AT
1297
Arvest Trust
Oklahoma
$242K +$242K +512 New
APP
1298
Alpha Paradigm Partners
Illinois
$241K -$57.1K -121 -19%
WPC
1299
Wedmont Private Capital
Pennsylvania
$241K +$241K +552 New
EMFAT
1300
Emerald Mutual Fund Advisers Trust
Pennsylvania
$240K – – –
50 51
52
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