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S&P Global
SPGI

Overview Fund Activity

1,350 hedge funds and large institutions have $91.5B invested in S&P Global in 2021 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 541 increasing their positions, 416 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+59
Holders Change %
+4.57%
% of All Funds
23.57%
Holding in Top 10
52
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+33.33%
% of All Funds
0.91%
New
143
Increased
541
Reduced
416
Closed
68
Calls
$998M
Puts
$916M
Net Calls
+$82.1M
Net Calls Change
+$2.88M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.55B
2
Capital World Investors
Capital World Investors
California
$2.27B
3
Goldman Sachs
Goldman Sachs
New York
$873M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$300M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B

Top Sellers

1
N
Natixis
France
$0
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
3
BMSSC
B. Metzler seel. Sohn & Co
Germany
$81.8M
4
Ameriprise
Ameriprise
Minnesota
$394M
5
SCP
Soroban Capital Partners
New York
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
1401
Jump Financial
Illinois
– -$201K -569 Closed
LTI
1402
Laffer Tengler Investments
Tennessee
– -$163K -462 Closed
GAM
1403
Grandview Asset Management
Pennsylvania
– -$162K -458 Closed
VBCG
1404
Valley Brook Capital Group
Pennsylvania
– -$141K -400 Closed
HI
1405
Human Investing
Oregon
– -$103K -292 Closed
VFA
1406
Valeo Financial Advisors
Indiana
– -$59K -167 Closed
IAIM
1407
International Assets Investment Management
Florida
– -$56K -163 Closed
SLF
1408
Sun Life Financial
Ontario, Canada
– -$50K -143 Closed
WCM
1409
Wealthcare Capital Management
Virginia
– -$37K -104 Closed
WAP
1410
Wealthcare Advisory Partners
Pennsylvania
– -$33K -93 Closed
ACM
1411
Allred Capital Management
Texas
– -$19.1K -54 Closed
GSAM
1412
Grant Street Asset Management
Pennsylvania
– -$19K -53 Closed
SIS
1413
Sound Income Strategies
Florida
– -$15.9K -45 Closed
CL
1414
COWA LLC
Oklahoma
– -$17K -45 Closed
ANBT
1415
American National Bank & Trust
Texas
– -$10K -28 Closed
MLFP
1416
MPS Loria Financial Planners
Illinois
– -$6K -18 Closed
NIC
1417
Northwest Investment Counselors
Oregon
– -$6K -17 Closed
HDIM
1418
Hanson & Doremus Investment Management
Vermont
– -$5K -13 Closed
PCTC
1419
Perkins Coie Trust Company
Washington
– -$4K -12 Closed
APWA
1420
Atlas Private Wealth Advisors
New Jersey
– -$1K -2 Closed
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