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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 %
JFGIW
1301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$34K +80 +121%
LJHT
1302
Laurie J. Hall Trustee
$62K +$62K +145 New
JWA
1303
JFS Wealth Advisors
Pennsylvania
$62K +$62K +146 New
M
1304
MOTCO
Texas
$59K -$394K -921 -87%
CA
1305
Capitolis Advisors
New York
$57K – – –
GAM
1306
Gemmer Asset Management
California
$56K – – –
EARNEST Partners
1307
EARNEST Partners
Georgia
$54K – – –
AWA
1308
Arkadios Wealth Advisors
Georgia
$52K – – –
PHK
1309
Point72 Hong Kong
Hong Kong
$51K -$90.5K -213 -64%
TH
1310
TCTC Holdings
Texas
$51K +$33.7K +80 +195%
CDIA
1311
Capital Directions Investment Advisors
Georgia
$49K – – –
TAIM
1312
TD Ameritrade Investment Management
Nebraska
$47K -$15.9K -44 -25%
HIM
1313
Hillsdale Investment Management
Ontario, Canada
$47K +$47K +110 New
GEA
1314
Glen Eagle Advisors
New Jersey
$45.9K – – –
SBL
1315
Sargent Bickham Lagudis
Colorado
$44K +$38K +89 +636%
AWM
1316
Atticus Wealth Management
Florida
$43K -$6.02K -14 -12%
TFO
1317
Tarbox Family Office
California
$43K -$843 -2 -2%
SC
1318
SouthState Corp
Florida
$43K +$8.94K +21 +26%
TFIPS
1319
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K -$2.12K -5 -5%
GWSG
1320
GPS Wealth Strategies Group
Colorado
$40K – – –
AWA
1321
Artemis Wealth Advisors
New York
$38.4K +$11.5K +27 +43%
FCA
1322
FinTrust Capital Advisors
South Carolina
$38K – – –
GRP
1323
Global Retirement Partners
California
$37K +$12.9K +30 +54%
SWA
1324
SOA Wealth Advisors
New York
$36K – – –
JFA
1325
JNBA Financial Advisors
Minnesota
$36K +$36K +85 New
51 52
53
54 55