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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 %
EBA
1301
Eagle Bay Advisors
New York
$18K +$18K +40 New
TWM
1302
Tradition Wealth Management
Minnesota
$17K – – –
TH
1303
TCTC Holdings
Texas
$17K – – –
BAM
1304
Bellevue Asset Management
Washington
$17K – – –
HCP
1305
Hexagon Capital Partners
Arkansas
$17K – – –
MCM
1306
MV Capital Management
Maryland
$17K +$14.5K +35 +583%
RCG
1307
Rock Creek Group
District of Columbia
$16K +$16K +40 New
TF
1308
TimeScale Financial
Massachusetts
$14K -$20.6K -50 -60%
FFC
1309
First Financial Corp
Indiana
$13K – – –
TSW
1310
Thompson Siegel & Walmsley
Virginia
$13K – – –
BWM
1311
Baystate Wealth Management
Massachusetts
$13K – – –
OC
1312
Oakworth Capital
Alabama
$13K – – –
ME
1313
McIlrath & Eck
Washington
$13K – – –
OIA
1314
Optimum Investment Advisors
Illinois
$12K – – –
IAS
1315
IMA Advisory Services
Colorado
$11K – – –
TFS
1316
TrustCore Financial Services
Tennessee
$11K +$11K +26 New
CFA
1317
Carroll Financial Associates
North Carolina
$10K -$180K -451 -95%
DOA
1318
D'Orazio & Associates
Virginia
$10K – – –
FA
1319
Fortis Advisors
Pennsylvania
$10K – – –
APW
1320
Acima Private Wealth
Virginia
$9K – – –
BWM
1321
BerganKDV Wealth Management
Minnesota
$8K – – –
SWM
1322
Sugarloaf Wealth Management
Georgia
$8K +$8K +19 New
Kayne Anderson Rudnick Investment Management
1323
Kayne Anderson Rudnick Investment Management
California
$7K – – –
AF
1324
Allworth Financial
California
$7K +$7K +17 New
Q
1325
QVR
California
$6K -$33.4K -78 -85%
51 52
53
54 55