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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 %
RWM
1301
Rockwood Wealth Management
Pennsylvania
$238K +$238K +505 New
CBN
1302
Cadence Bank NA
Texas
$238K – – –
MIM
1303
Marco Investment Management
Georgia
$236K – – –
DI
1304
DAGCO Inc
Ohio
$236K – – –
APW
1305
Aurora Private Wealth
New Jersey
$236K – – –
SIC
1306
Salem Investment Counselors
North Carolina
$236K +$236K +500 New
CIA
1307
Capital Investment Advisors
Georgia
$236K +$236K +501 New
IIM
1308
Ipswich Investment Management
Massachusetts
$234K – – –
W
1309
Wealthquest
Ohio
$234K – – –
EWM
1310
EPG Wealth Management
Georgia
$234K +$1.42K +3 +0.6%
PWMG
1311
Prestige Wealth Management Group
New Jersey
$234K +$9.91K +21 +4%
BTWM
1312
Baker Tilly Wealth Management
Wisconsin
$231K -$135K -286 -37%
HKIMG
1313
Hutchens & Kramer Investment Management Group
Indiana
$229K +$229K +552 New
TIM
1314
Triad Investment Management
California
$228K +$228K +483 New
UCB
1315
United Community Bank
South Carolina
$227K +$227K +482 New
MBT
1316
Montecito Bank & Trust
California
$224K +$1.42K +3 +0.6%
NFC
1317
Northeast Financial Consultants
Connecticut
$224K +$224K +474 New
HI
1318
Hendershot Investments
Virginia
$222K – – –
MIP
1319
Marietta Investment Partners
Wisconsin
$220K +$220K +466 New
NERM
1320
New England Research & Management
Illinois
$219K +$219K +465 New
LTI
1321
Laffer Tengler Investments
Tennessee
$218K – – –
HHGA
1322
Halbert Hargrove Global Advisors
California
$218K +$218K +462 New
SEM
1323
Suncoast Equity Management
Florida
$215K +$215K +455 New
RDWM
1324
Red Door Wealth Management
Tennessee
$215K +$215K +457 New
RC
1325
Roundview Capital
New Jersey
$214K +$214K +454 New
51 52
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