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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 %
PCMC
1426
Paragon Capital Management (Colorado)
Colorado
$45K +$45K +95 New
AWA
1427
Amplius Wealth Advisors
Pennsylvania
$45K +$45K +96 New
EARNEST Partners
1428
EARNEST Partners
Georgia
$44K -$16.1K -34 -27%
WTA
1429
Washington Trust Advisors
Massachusetts
$43K +$43K +91 New
PFGIA
1430
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$4.77K +10 +13%
SC
1431
Seldon Capital
California
$42K +$42K +88 New
CFN
1432
Cordasco Financial Network
Florida
$42K +$42K +90 New
AWA
1433
Artemis Wealth Advisors
New York
$40.4K -$1.88K -4 -4%
SGAM
1434
Smith Group Asset Management
Texas
$40K -$154K -323 -79%
SWA
1435
SOA Wealth Advisors
New York
$40K – – –
DCM
1436
Disciplina Capital Management
Tennessee
$39.7K +$39.7K +84 New
WBC
1437
West Branch Capital
Massachusetts
$38K – – –
MCM
1438
MV Capital Management
Maryland
$38K +$6.1K +13 +19%
KSWA
1439
Kathleen S. Wright Associates
Pennsylvania
$38K +$38K +80 New
VRS
1440
Virginia Retirement Systems
Virginia
$37.9K – – –
CH
1441
Canton Hathaway
Rhode Island
$37K – – –
ARMC
1442
American Research & Management Company
Massachusetts
$35K – – –
FPA
1443
First Pacific Advisors
California
$33K – – –
EWM
1444
Endurance Wealth Management
Rhode Island
$32K – – –
LWA
1445
Lenox Wealth Advisors
New York
$32K +$3.77K +8 +13%
BWA
1446
BDO Wealth Advisors
Florida
$31K – – –
RCM
1447
Rain Capital Management
Oregon
$31K +$1.43K +3 +5%
FMTCOCP
1448
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K +$31K +66 New
BC
1449
BIT Capital
Germany
$30.2K +$30.2K +64 New
TC
1450
Tacita Capital
Ontario, Canada
$30K – – –
56 57
58
59 60