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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 %
CP
1326
CenterBook Partners
Connecticut
$214K +$214K +454 New
SAI
1327
Systematic Alpha Investments
New Jersey
$213K – – –
MFA
1328
Mayflower Financial Advisors
Massachusetts
$213K +$472 +1 +0.2%
PGA
1329
Portland Global Advisors
Maine
$212K +$212K +450 New
TIA
1330
Tiemann Investment Advisors
California
$210K +$210K +445 New
PWA
1331
Physician Wealth Advisors
Utah
$209K -$2.68K -6 -1%
GC
1332
Grimes & Company
Massachusetts
$207K +$207K +439 New
FSC
1333
Full Sail Capital
Oklahoma
$205K -$25.1M -62,835 -99%
BCP
1334
Blue Chip Partners
Michigan
$205K -$9.47K -20 -4%
ML
1335
McAdam LLC
Pennsylvania
$205K +$205K +434 New
GAM
1336
Grandview Asset Management
Pennsylvania
$205K +$205K +435 New
C
1337
CEDRUS
Colorado
$204K +$204K +432 New
PP
1338
PDS Planning
Ohio
$203K +$203K +430 New
ZCA
1339
Zeke Capital Advisors
Pennsylvania
$203K +$203K +431 New
LI
1340
LVZ Inc
Michigan
$201K +$201K +426 New
PM
1341
Phraction Management
Connecticut
$201K +$201K +426 New
KFS
1342
Kelly Financial Services
Massachusetts
$200K +$96.3K +204 +93%
QC
1343
Quent Capital
New York
$200K +$200K +423 New
VBCG
1344
Valley Brook Capital Group
Pennsylvania
$200K +$200K +425 New
HF
1345
Halpern Financial
Virginia
$190K – – –
GCS
1346
Gordian Capital (Singapore)
Singapore
$189K +$189K +400 New
BAM
1347
Barrett Asset Management
New York
$186K +$9.42K +20 +5%
EWA
1348
EverSource Wealth Advisors
Alabama
$182K +$182K +385 New
SOW
1349
State of Wyoming
Wyoming
$170K -$12.2K -26 -7%
Jones Financial Companies
1350
Jones Financial Companies
Missouri
$165K +$2.84K +6 +2%
52 53
54
55 56