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S&P Global
SPGI

Overview Fund Activity

1,291 hedge funds and large institutions have $75.9B invested in S&P Global in 2021 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 517 increasing their positions, 408 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
+24
Holders Change %
+1.89%
% of All Funds
22.73%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.69%
New
148
Increased
517
Reduced
408
Closed
111
Calls
$603M
Puts
$523M
Net Calls
+$79.3M
Net Calls Change
-$97.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.81B
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$2.07B
3
Parnassus Investments
3
Parnassus Investments
California
$971M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.58B
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$649M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$476M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$713M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.54B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$58.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1326
Barometer Capital Management
Ontario, Canada
– -$2.79M -8,500 Closed
BC
1327
Breakline Capital
New York
– -$2.77M -8,433 Closed
IA
1328
IndexIQ Advisors
New York
– -$2.54M -7,730 Closed
Capstone Investment Advisors
1329
Capstone Investment Advisors
New York
– -$2.44M -7,422 Closed
LCM
1330
Laurion Capital Management
New York
– -$2.25M -6,829 Closed
BCM
1331
Bayesian Capital Management
New York
– -$1.88M -5,732 Closed
TCM
1332
Thames Capital Management
New Jersey
– -$1.85M -5,621 Closed
BDS
1333
Banco de Sabadell
Florida
– -$1.65M -5,095 Closed
OQS
1334
Occudo Quantitative Strategies
Florida
– -$1.45M -4,423 Closed
GIA
1335
Granite Investment Advisors
New Hampshire
– -$1.18M -3,586 Closed
OWM
1336
OneAscent Wealth Management
Alabama
– -$1.07M -3,248 Closed
KCMRT
1337
Kemper Corp Master Retirement Trust
Illinois
– -$986K -3,000 Closed
QI
1338
Qtron Investments
Massachusetts
– -$986K -2,998 Closed
FMWA
1339
Forvis Mazars Wealth Advisors
Missouri
– -$857K -2,606 Closed
NL
1340
NVWM LLC
Pennsylvania
– -$749K -2,278 Closed
PAMP
1341
Polar Asset Management Partners
Ontario, Canada
– -$702K -2,134 Closed
RIM
1342
Redwood Investment Management
Arizona
– -$660K -2,009 Closed
BFM
1343
Boothbay Fund Management
New York
– -$641K -1,951 Closed
AWM
1344
Avitas Wealth Management
California
– -$613K -1,864 Closed
MS
1345
Maven Securities
Jersey
– -$576K -1,751 Closed
NIM
1346
NuWave Investment Management
New Jersey
– -$541K -1,646 Closed
RIA
1347
Regal Investment Advisors
Michigan
– -$506K -1,540 Closed
MCM
1348
Mason Capital Management
New York
– -$493K -1,500 Closed
OFS
1349
OneAscent Financial Services
Alabama
– -$486K -1,479 Closed
FI
1350
FormulaFolio Investments
Michigan
– -$478K -1,454 Closed
52 53
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