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S&P Global
SPGI

Overview Fund Activity

1,492 hedge funds and large institutions have $87.3B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 555 increasing their positions, 609 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
-57
Holders Change %
-3.68%
% of All Funds
25.8%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
555
Reduced
609
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M

Top Buyers

1
LP
Longview Partners
Guernsey
+$469M
2
FCM
Farallon Capital Management
California
+$119M
3
Amundi
Amundi
France
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
N
Natixis
France
+$105M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$568M
3
Capital International Investors
Capital International Investors
California
-$315M
4
BlackRock
BlackRock
New York
-$272M
5
Edgewood Management
Edgewood Management
Connecticut
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
501
Copeland Capital Management
Pennsylvania
$5.44M -$205K -672 -4%
NMERB
502
New Mexico Educational Retirement Board
New Mexico
$5.43M -$550K -1,800 -9%
YIH
503
Y-Intercept (HK)
Hong Kong
$5.43M +$5.43M +17,768 New
DCM
504
Dupont Capital Management
Delaware
$5.4M -$1.89M -6,203 -26%
EDRH
505
Edmond de Rothschild Holding
Switzerland
$5.27M -$153K -502 -3%
TC
506
TAP Consulting
Missouri
$5.23M +$94.1K +308 +2%
MCM
507
Mattern Capital Management
Colorado
$5.21M +$10.1K +33 +0.2%
AIM
508
Artemis Investment Management
United Kingdom
$5.2M +$306K +1,000 +6%
GWM
509
GDS Wealth Management
Texas
$5.18M -$173K -565 -3%
BCV
510
Banque Cantonale Vaudoise
Switzerland
$5.18M -$275K -902 -5%
BCM
511
Birch Capital Management
Texas
$5.14M – – –
AIP
512
Ameritas Investment Partners
Nebraska
$5.14M +$54K +177 +1%
FFA
513
Fragasso Financial Advisors
Pennsylvania
$5.09M +$302K +989 +6%
LIP
514
Liontrust Investment Partners
United Kingdom
$5.09M – – –
EW
515
Evoke Wealth
California
$5.09M -$578K -1,892 -10%
JCM
516
Jag Capital Management
Missouri
$5.06M -$220K -719 -4%
WIM
517
Waverton Investment Management
United Kingdom
$5.04M -$524K -1,715 -9%
CCM
518
Covington Capital Management
California
$4.96M -$38.5K -126 -0.8%
PM
519
Phraction Management
Connecticut
$4.94M +$368K +1,205 +8%
EI
520
Ethic Inc
New York
$4.81M +$16.8K +55 +0.4%
TBA
521
Tower Bridge Advisors
Pennsylvania
$4.81M +$223K +730 +5%
WCF
522
West Coast Financial
California
$4.76M +$185K +606 +4%
MGWM
523
Marks Group Wealth Management
Minnesota
$4.74M +$913K +2,990 +24%
AC
524
Allstate Corporation
Illinois
$4.74M +$314K +1,027 +7%
CTA
525
Colonial Trust Advisors
South Carolina
$4.73M +$59.5K +195 +1%
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