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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.

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
1
1832 Asset Management
Ontario, Canada
$633M
2
Capital International Investors
2
Capital International Investors
California
$2.39B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.82B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.09B
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$271M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.93B
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$2.05B
3
TCM
3
Tybourne Capital Management
Hong Kong
$0
4
KBC Group
4
KBC Group
Belgium
$171M
5
UIM
5
USS Investment Management
United Kingdom
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
1351
Exchange Traded Concepts
Oklahoma
$22K -$2.16K -5 -9%
PCH
1352
Polar Capital Holdings
United Kingdom
$20.4K +$345 +812 +2%
SFP
1353
Sterling Financial Planning
New Jersey
$20K – – –
SWM
1354
Sugarloaf Wealth Management
Georgia
$19K +$11K +26 +137%
HCP
1355
Hexagon Capital Partners
Arkansas
$18K – – –
BAM
1356
Bellevue Asset Management
Washington
$18K – – –
TWM
1357
Tradition Wealth Management
Minnesota
$18K – – –
CFFP
1358
Center for Financial Planning
Michigan
$17K -$629K -1,517 -97%
KIG
1359
Kowal Investment Group
Wisconsin
$17K +$17K +39 New
MUMSS
1360
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$17K +40 New
TF
1361
TimeScale Financial
Massachusetts
$14K -$424 -1 -3%
FFC
1362
First Financial Corp
Indiana
$14K – – –
ME
1363
McIlrath & Eck
Washington
$14K – – –
PMFA
1364
Plante Moran Financial Advisors
Michigan
$13K -$48.1K -111 -79%
OC
1365
Oakworth Capital
Alabama
$13K – – –
TSW
1366
Thompson Siegel & Walmsley
Virginia
$13K – – –
OIA
1367
Optimum Investment Advisors
Illinois
$13K – – –
MHR
1368
Matthew Hamilton Rosenberg
$13K +$13K +30 New
TFA
1369
Toth Financial Advisory
Virginia
$13K +$13K +30 New
IAS
1370
IMA Advisory Services
Colorado
$11K – – –
TFS
1371
TrustCore Financial Services
Tennessee
$11K – – –
FA
1372
Fortis Advisors
Pennsylvania
$11K – – –
ODG
1373
O'Dell Group
Ohio
$11K +$11K +26 New
APW
1374
Acima Private Wealth
Virginia
$9K – – –
BWM
1375
BerganKDV Wealth Management
Minnesota
$9K – – –
53 54
55
56 57