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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 %
SBL
1326
Sargent Bickham Lagudis
Colorado
$6K – – –
GI
1327
Gradient Investments
Minnesota
$6K +$4K +10 +200%
KJHP
1328
K.J. Harrison & Partners
Ontario, Canada
$5.65K – – –
SFO
1329
Standard Family Office
South Dakota
$5K – – –
PCA
1330
Providence Capital Advisors
North Carolina
$5K – – –
SWG
1331
Summit Wealth Group
Vermont
$5K – – –
EWM
1332
Elite Wealth Management
Washington
$4.27K +$145 +354 +4%
DWMG
1333
DB Wealth Management Group
California
$4K – – –
KFP
1334
KB Financial Partners
New Jersey
$4K – – –
HI
1335
Hudock Inc
Pennsylvania
$4K – – –
SPWG
1336
Sage Private Wealth Group
Illinois
$4K – – –
CWC
1337
Carolinas Wealth Consulting
North Carolina
$3K – – –
FMP
1338
Financial Management Professionals
Texas
$3K – – –
RBC
1339
Roble Belko & Company
Pennsylvania
$3K – – –
TLCM
1340
Twin Lakes Capital Management
California
$3K – – –
CCC
1341
Crescent Capital Consulting
Louisiana
$3K +$3K +8 New
UFF
1342
USA Financial Formulas
Michigan
$2K -$500 -1 -20%
JPLA
1343
Joseph P. Lucia & Associates
New York
$2K – – –
BMD
1344
Better Money Decisions
New Mexico
$2K – – –
VCM
1345
Vigilant Capital Management
Maine
$2K +$2K +5 New
WWM
1346
Wolff Wiese Magana
California
$2K +$2K +5 New
PI
1347
PEAK6 Investments
Illinois
$1K -$1.72M -6,881 -100%
TFA
1348
Transamerica Financial Advisors
Florida
$1K – – –
TFM
1349
TFC Financial Management
Massachusetts
$1K – – –
WA
1350
Waddell & Associates
Tennessee
$462 +$462 +1,125 New
52 53
54
55 56