SPGI icon

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 %
SQA
1326
Simon Quick Advisors
New Jersey
$35K +$12.1K +29 +53%
Nisa Investment Advisors
1327
Nisa Investment Advisors
Missouri
$34.9K -$2.44K -5,747 -7%
CWP
1328
Concord Wealth Partners
Virginia
$34K -$2.13K -5 -6%
WBC
1329
West Branch Capital
Massachusetts
$34K – – –
CH
1330
Canton Hathaway
Rhode Island
$34K +$34K +79 New
PFGIA
1331
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
CAM
1332
CenterStar Asset Management
Illinois
$33K – – –
ARMC
1333
American Research & Management Company
Massachusetts
$32K – – –
CFD
1334
Creative Financial Designs
Indiana
$31K – – –
FPA
1335
First Pacific Advisors
California
$30K – – –
IF
1336
Ironwood Financial
Arizona
$30K – – –
RA
1337
Resolute Advisors
California
$30K – – –
EWM
1338
Endurance Wealth Management
Rhode Island
$29K – – –
MCM
1339
MV Capital Management
Maryland
$29K +$11.5K +27 +66%
BWA
1340
BDO Wealth Advisors
Florida
$28K – – –
PP
1341
PrairieView Partners
Minnesota
$27K – – –
TC
1342
Tacita Capital
Ontario, Canada
$27K – – –
AIC
1343
Ayalon Insurance Company
Israel
$27K +$4.36K +10 +19%
RCM
1344
Rain Capital Management
Oregon
$26K +$2.94K +7 +13%
LWA
1345
Lenox Wealth Advisors
New York
$25K +$833 +2 +3%
BWM
1346
Baystate Wealth Management
Massachusetts
$25K +$12.3K +29 +97%
CWM
1347
Cranbrook Wealth Management
Michigan
$24K – – –
POIA
1348
Pin Oak Investment Advisors
Texas
$24K – – –
CA
1349
Crewe Advisors
Utah
$23K – – –
EWA
1350
Evolution Wealth Advisors
Florida
$23K – – –
52 53
54
55 56