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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 %
FMII
1401
Farmers & Merchants Investments Inc
Nebraska
$71K – – –
EWM
1402
Evermay Wealth Management
Virginia
$71K – – –
RIM
1403
Rockbridge Investment Management
New York
$71K – – –
JWA
1404
JFS Wealth Advisors
Pennsylvania
$69K – – –
SCA
1405
Sandy Cove Advisors
Massachusetts
$69K +$69K +146 New
MC
1406
Maverick Capital
Texas
$68K -$287K -612 -81%
LJHT
1407
Laurie J. Hall Trustee
$68K – – –
IFS
1408
Intelligent Financial Strategies
Minnesota
$68K +$68K +144 New
M
1409
MOTCO
Texas
$65K – – –
GAM
1410
Gemmer Asset Management
California
$62K – – –
AP
1411
Arlington Partners
Alabama
$62K +$62K +131 New
CAC
1412
Cowen and Company
New York
$60K -$802K -1,711 -93%
CA
1413
Capitolis Advisors
New York
$60K – – –
FCA
1414
FinTrust Capital Advisors
South Carolina
$60K +$18K +38 +43%
AWM
1415
Atticus Wealth Management
Florida
$58K +$10.8K +23 +23%
TH
1416
TCTC Holdings
Texas
$57K – – –
SWM
1417
Sugarloaf Wealth Management
Georgia
$55K +$33.8K +72 +160%
ZIG
1418
Zullo Investment Group
Pennsylvania
$52K +$52K +110 New
CWP
1419
Concord Wealth Partners
Virginia
$51K +$13.6K +29 +36%
GEA
1420
Glen Eagle Advisors
New Jersey
$51K – – –
SC
1421
SouthState Corp
Florida
$49K +$1.41K +3 +3%
SBL
1422
Sargent Bickham Lagudis
Colorado
$48K -$950 -2 -2%
TFO
1423
Tarbox Family Office
California
$48K – – –
GWM
1424
Guardian Wealth Management
Illinois
$47K +$47K +99 New
GWSG
1425
GPS Wealth Strategies Group
Colorado
$46K +$948 +2 +2%
55 56
57
58 59