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S&P Global
SPGI

Overview Fund Activity

1,560 hedge funds and large institutions have $93.9B invested in S&P Global in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 540 increasing their positions, 625 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+68
Holders Change %
+4.56%
% of All Funds
25.17%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.11%
New
176
Increased
540
Reduced
625
Closed
80
Calls
$614M
Puts
$617M
Net Calls
-$3.17M
Net Calls Change
+$295M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$481M
2
Newport Trust Company
Newport Trust Company
District of Columbia
+$402M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$390M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$233M
5
Millennium Management
Millennium Management
New York
+$213M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$890M
2
BlackRock
BlackRock
New York
-$871M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$778M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$602M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
401
Candlestick Capital Management
Connecticut
$11.7M +$11.7M +35,000 New
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M +$646K +1,928 +6%
QIM
403
Quest Investment Management
Oregon
$11.7M +$1.54M +4,609 +15%
CB
404
Commerce Bank
Missouri
$11.6M -$263K -786 -2%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$11.5M -$1.75M -5,213 -13%
PFP
406
Pinnacle Financial Partners
Tennessee
$11.4M -$2.37M -7,065 -17%
HNB
407
Huntington National Bank
Ohio
$11.4M -$325K -971 -3%
PAS
408
Professional Advisory Services
Florida
$11.3M +$51.2K +153 +0.5%
TPM
409
Totem Point Management
New York
$11.3M +$4.64M +13,857 +70%
P2P
410
Phase 2 Partners
California
$11.1M +$4.62M +13,786 +71%
BVDMP
411
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.6M – – –
PIM
412
Progressive Investment Management
Oregon
$10.6M +$84.1K +251 +0.8%
Creative Planning
413
Creative Planning
Kansas
$10.5M +$790K +2,359 +8%
TC
414
Tenere Capital
New York
$10.5M +$10.5M +31,310 New
NWM
415
Nicola Wealth Management
British Columbia, Canada
$10.5M +$3.95M +11,800 +61%
CIA
416
Covington Investment Advisors
Pennsylvania
$10.3M +$48.9K +146 +0.5%
VF
417
Vest Financial
Virginia
$10.2M +$1.79M +5,339 +21%
DC
418
Davenport & Co
Virginia
$10M -$394K -1,177 -4%
LCM
419
Logan Capital Management
Pennsylvania
$10M +$1.17M +3,489 +13%
JHA
420
Jackson Hill Advisors
Texas
$9.96M +$9.96M +29,750 New
DSAM
421
Dock Street Asset Management
Florida
$9.9M +$721K +2,154 +8%
Parallax Volatility Advisers
422
Parallax Volatility Advisers
California
$9.85M -$13.2M -39,277 -57%
B
423
Bailard
California
$9.85M -$924K -2,760 -9%
HWAM
424
Hennion & Walsh Asset Management
New Jersey
$9.8M -$1.08M -3,224 -10%
CCM
425
Corsair Capital Management
New York
$9.63M -$553K -1,652 -5%
15 16
17
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