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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 %
FHA
501
First Horizon Advisors
Tennessee
$6.4M -$525K -1,567 -8%
AIM
502
Artemis Investment Management
United Kingdom
$6.4M +$673K +2,000 +12%
CPA
503
Court Place Advisors
Maryland
$6.38M +$4.35K +13 +0.1%
PAM
504
Peninsula Asset Management
Florida
$6.37M -$234K -700 -4%
PCH
505
Polar Capital Holdings
United Kingdom
$6.17M -$810K -2,418 -12%
NPAM
506
Noble Path Asset Management
New York
$6.01M +$1.52M +4,540 +34%
PP
507
Prudential plc
United Kingdom
$5.93M +$2.29M +6,824 +63%
MCM
508
Mattern Capital Management
Colorado
$5.92M +$209K +624 +4%
EI
509
Ethic Inc
New York
$5.92M +$634K +1,893 +12%
FFA
510
Fragasso Financial Advisors
Pennsylvania
$5.87M +$287K +857 +5%
BHIA
511
Birch Hill Investment Advisors
Massachusetts
$5.74M -$306K -915 -5%
VPIM
512
Vanguard Personalized Indexing Management
California
$5.73M -$967K -2,886 -14%
IMPI
513
Ilmarinen Mutual Pension Insurance
Finland
$5.68M -$2.59M -7,725 -31%
BCM
514
Birch Capital Management
Texas
$5.64M – – –
Lido Advisors
515
Lido Advisors
California
$5.64M +$4.67M +13,935 +479%
DMIC
516
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.64M -$4M -11,940 -42%
GWM
517
GDS Wealth Management
Texas
$5.62M -$63.6K -190 -1%
LIP
518
Liontrust Investment Partners
United Kingdom
$5.58M – – –
JCM
519
Jag Capital Management
Missouri
$5.51M -$40.9K -122 -0.7%
RIM
520
Redwood Investment Management
Arizona
$5.51M +$5.18M +15,469 +1,596%
WCF
521
West Coast Financial
California
$5.42M +$193K +577 +4%
Mercer Global Advisors
522
Mercer Global Advisors
Colorado
$5.39M +$406K +1,213 +8%
NMERB
523
New Mexico Educational Retirement Board
New Mexico
$5.32M -$636K -1,900 -11%
FTA
524
Financial & Tax Architects
Missouri
$5.32M -$244K -663 -4%
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$5.31M -$6.3M -18,798 -54%
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