SPGI icon

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 %
TCWA
1476
Ten Capital Wealth Advisors
Washington
$14K +$14K +30 New
CCM
1477
Chilton Capital Management
Texas
$13K +$13K +28 New
FGAM
1478
Financial Gravity Asset Management
Texas
$12.4K +$12.4K +24,045 +89,056%
TFS
1479
TrustCore Financial Services
Tennessee
$12K – – –
ODG
1480
O'Dell Group
Ohio
$12K – – –
IAS
1481
IMA Advisory Services
Colorado
$12K – – –
FA
1482
Fortis Advisors
Pennsylvania
$12K – – –
RG
1483
Retirement Group
California
$11K +$11K +23 New
APW
1484
Acima Private Wealth
Virginia
$10K – – –
CAC
1485
Core Alternative Capital
Georgia
$10K +$10K +21 New
DWA
1486
Delos Wealth Advisors
Texas
$10K +$10K +21 New
MUMSS
1487
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K -$9K -20 -50%
BWM
1488
BerganKDV Wealth Management
Minnesota
$9K – – –
AA
1489
Addison Advisors
Vermont
$9K +$7.11K +15 +375%
Kayne Anderson Rudnick Investment Management
1490
Kayne Anderson Rudnick Investment Management
California
$8K – – –
NIC
1491
Northwest Investment Counselors
Oregon
$8K +$8K +17 New
MIFH
1492
Migdal Insurance & Financial Holdings
Israel
$8K +$8K +18 New
ONST
1493
Old North State Trust
North Carolina
$8K +$8K +18 New
HI
1494
Harbour Investments
Wisconsin
$7K -$427K -915 -98%
GI
1495
Gradient Investments
Minnesota
$7K – – –
SC
1496
Schubert & Co
Texas
$7K +$7K +15 New
HDIM
1497
Hanson & Doremus Investment Management
Vermont
$6K – – –
PCA
1498
Providence Capital Advisors
North Carolina
$6K – – –
TF
1499
Tompkins Financial
New York
$6K +$6K +13 New
MG
1500
MilWealth Group
Wisconsin
$4.25K – – –
58 59
60
61 62