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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
1
BlackRock
New York
$8.88B
2
Ameriprise
2
Ameriprise
Minnesota
$757M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$414M
4
N
4
Natixis
France
$255M
5
Capital World Investors
5
Capital World Investors
California
$2.81B

Top Sellers

1
TCI Fund Management
1
TCI Fund Management
United Kingdom
$1.77B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.69B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.93B
4
PI
4
Putnam Investments
Massachusetts
$482K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
1576
Consolidated Planning Corp
Georgia
– -$85K -200 Closed
DOA
1577
D'Orazio & Associates
Virginia
– -$77K -181 Closed
WLPWM
1578
Walled Lake Planning & Wealth Management
Illinois
– -$63K -149 Closed
AWA
1579
Arkadios Wealth Advisors
Georgia
– -$52K -122 Closed
CDIA
1580
Capital Directions Investment Advisors
Georgia
– -$49K -115 Closed
HIM
1581
Hillsdale Investment Management
Ontario, Canada
– -$47K -110 Closed
GRP
1582
Global Retirement Partners
California
– -$37K -86 Closed
JFA
1583
JNBA Financial Advisors
Minnesota
– -$36K -85 Closed
CFD
1584
Creative Financial Designs
Indiana
– -$31K -74 Closed
IF
1585
Ironwood Financial
Arizona
– -$30K -70 Closed
RA
1586
Resolute Advisors
California
– -$30K -70 Closed
CWM
1587
Cranbrook Wealth Management
Michigan
– -$24K -56 Closed
EWA
1588
Evolution Wealth Advisors
Florida
– -$23K -53 Closed
SFP
1589
Sterling Financial Planning
New Jersey
– -$20K -48 Closed
BAM
1590
Bellevue Asset Management
Washington
– -$18K -42 Closed
KIG
1591
Kowal Investment Group
Wisconsin
– -$17K -39 Closed
PMFA
1592
Plante Moran Financial Advisors
Michigan
– -$13K -30 Closed
RTL
1593
Red Tortoise LLC
Georgia
– -$6K -19 Closed
HI
1594
Hudock Inc
Pennsylvania
– -$4K -11 Closed
MA
1595
MCF Advisors
Kentucky
– -$3K -8 Closed
YAL
1596
Your Advocates Ltd
Texas
– -$3K -8 Closed
BMD
1597
Better Money Decisions
New Mexico
– -$3K -6 Closed
JPLA
1598
Joseph P. Lucia & Associates
New York
– -$2K -5 Closed
CAM
1599
CenterStar Asset Management
Illinois
– -$33K – –
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