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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 %
SC
1501
Stephens Consulting
Michigan
$4.25K +$4.25K +9 New
TLCM
1502
Twin Lakes Capital Management
California
$4K – – –
CP
1503
Corbenic Partners
Pennsylvania
$4K – – –
CCC
1504
Crescent Capital Consulting
Louisiana
$4K – – –
DWMG
1505
DB Wealth Management Group
California
$4K – – –
CWM
1506
Cedar Wealth Management
California
$4K +$4K +8 New
TWP
1507
TFO Wealth Partners
Ohio
$4K +$4K +9 New
GLLW
1508
Graves Light Lenhart Wealth
Virginia
$4K +$4K +9 New
SPWG
1509
Sage Private Wealth Group
Illinois
$4K +$3.99K +4,500 +45,000%
RBC
1510
Roble Belko & Company
Pennsylvania
$3K – – –
FMP
1511
Financial Management Professionals
Texas
$3K – – –
VCM
1512
Vigilant Capital Management
Maine
$3K – – –
MTIC
1513
Missouri Trust & Investment Company
Missouri
$3K +$3K +6 New
BFC
1514
Bedel Financial Consulting
Indiana
$3K +$3K +7 New
S
1515
Surevest
California
$3K +$3K +7 New
CWM
1516
Curi Wealth Management
North Carolina
$3K +$3K +8 New
NSB
1517
Norway Savings Bank
Maine
$2K – – –
PO
1518
Private Ocean
California
$2K – – –
LFG
1519
Larson Financial Group
Missouri
$2K +$2K +4 New
CSWM
1520
Cassady Schiller Wealth Management
Ohio
$2K +$2K +5 New
MBFW
1521
Morton Brown Family Wealth
Pennsylvania
$2K +$2K +5 New
WA
1522
WestEnd Advisors
North Carolina
$1.42K +$1.42K +3 New
CP
1523
Castleview Partners
Texas
$1.34K +$1.34K +630,809 New
BA
1524
Bellwether Advisors
Nebraska
$1K – – –
TFM
1525
TFC Financial Management
Massachusetts
$1K – – –
59 60
61
62 63