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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
$8.88B
2
Ameriprise
Ameriprise
Minnesota
$757M
3
Marshall Wace
Marshall Wace
United Kingdom
$414M
4
N
Natixis
France
$255M
5
Capital World Investors
Capital World Investors
California
$2.81B

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
$1.77B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.69B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.93B
4
PI
Putnam Investments
Massachusetts
$482K
5
Goldman Sachs
Goldman Sachs
New York
$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1376
Aquire Wealth Advisors
Utah
$107K +$107K +226 New
IUHSA
1377
Itau Unibanco Holding S.A.
Brazil
$104K +$104K +220 New
PB
1378
Pinnacle Bancorp
Nebraska
$101K – – –
PPWM
1379
PFG Private Wealth Management
Florida
$101K +$5.64K +12 +6%
GWS
1380
Glassman Wealth Services
Virginia
$99K +$15.1K +32 +18%
TAIM
1381
TD Ameritrade Investment Management
Nebraska
$99K +$37.4K +79 +61%
MRCM
1382
M&R Capital Management
New Jersey
$94K – – –
FWM
1383
Focused Wealth Management
New York
$94K – – –
WFA
1384
West Financial Advisors
Iowa
$94K – – –
ZB
1385
Zions Bancorporation
Utah
$92K +$2.37K +5 +3%
BIA
1386
Bell Investment Advisors
California
$87K -$2.82K -6 -3%
TCM
1387
Tradewinds Capital Management
Washington
$87K – – –
MGIM
1388
M&G Investment Management
United Kingdom
$86.8K -$15.5K -32,840 -15%
JWM
1389
Janiczek Wealth Management
Colorado
$85K +$1.42K +3 +2%
FFA
1390
Freedman Financial Associates
Massachusetts
$84K – – –
UFF
1391
USA Financial Formulas
Michigan
$84K +$82.1K +173 +4,325%
SC
1392
Solstein Capital
California
$83K -$23.6K -50 -22%
AA
1393
Ancora Advisors
Ohio
$82K – – –
CMBA
1394
C.M. Bidwell & Associates
Hawaii
$82K – – –
CHA
1395
Carmichael Hill & Associates
Maryland
$79K – – –
LS
1396
Leelyn Smith
Illinois
$78K – – –
CAL
1397
Capital Advisors Ltd
Ohio
$78K +$78K +165 New
RFA
1398
Reilly Financial Advisors
California
$77K – – –
KTC
1399
Kistler-Tiffany Companies
Pennsylvania
$76K – – –
CWS
1400
Confluence Wealth Services
Pennsylvania
$75K +$75K +159 New
54 55
56
57 58