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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 %
CTB
1351
Country Trust Bank
Illinois
$161K – – –
NFG
1352
Next Financial Group
Texas
$160K +$34.4K +73 +27%
GWM
1353
Geneos Wealth Management
Colorado
$159K -$54.1K -115 -25%
PCG
1354
Private Capital Group
Connecticut
$157K -$16.1K -34 -9%
AWM
1355
Avior Wealth Management
Nebraska
$149K – – –
C
1356
Covestor
United Kingdom
$149K +$149K +316 New
CFO
1357
CVA Family Office
Colorado
$147K +$147K +311 New
TWA
1358
TCI Wealth Advisors
Arizona
$143K +$15.1K +32 +12%
KFI
1359
Key Financial Inc
Pennsylvania
$140K – – –
NR
1360
Newfound Research
Massachusetts
$132K +$2.37K +5 +2%
AF
1361
Allworth Financial
California
$127K +$23K +49 +22%
CT
1362
Cambridge Trust
Massachusetts
$127K +$127K +269 New
VCM
1363
Versant Capital Management
Arizona
$126K – – –
OC
1364
Oakworth Capital
Alabama
$126K +$111K +237 +765%
CFA
1365
Carroll Financial Associates
North Carolina
$125K +$954 +2 +0.8%
AS
1366
Altshuler Shaham
Israel
$120K -$243K -517 -67%
WB
1367
Webster Bank
Connecticut
$118K – – –
CYG
1368
Clean Yield Group
Vermont
$118K – – –
EBA
1369
Eagle Bay Advisors
New York
$118K +$20.2K +43 +21%
GCGDR
1370
Geo Capital Gestora de Recursos
Brazil
$116K -$5.19K -11 -4%
OA
1371
Operose Advisors
Wisconsin
$116K +$116K +245 New
PP
1372
PrairieView Partners
Minnesota
$111K +$81.4K +173 +275%
WPA
1373
West Paces Advisors
Georgia
$110K – – –
TIM
1374
Tortoise Investment Management
New York
$110K – – –
Koshinski Asset Management
1375
Koshinski Asset Management
Illinois
$109K -$5.67K -12 -5%
53 54
55
56 57