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S&P Global
SPGI

Overview Fund Activity

1,549 hedge funds and large institutions have $99.1B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 589 increasing their positions, 635 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-91
Holders Change %
-5.55%
% of All Funds
26.19%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
103
Increased
589
Reduced
635
Closed
169
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$696M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
BlackRock
BlackRock
New York
+$553M
4
SCP
Soroban Capital Partners
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$184M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$665M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$406M
4
TP
Third Point
New York
-$394M
5
Marshall Wace
Marshall Wace
United Kingdom
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
526
LMCG Investments
Massachusetts
$5.12M +$769K +2,281 +18%
Mercer Global Advisors
527
Mercer Global Advisors
Colorado
$5.08M -$131K -390 -3%
TBA
528
Tower Bridge Advisors
Pennsylvania
$5.06M -$259K -767 -5%
WCF
529
West Coast Financial
California
$5.05M +$5.05M +14,993 New
PM
530
Phraction Management
Connecticut
$5.05M +$346K +1,026 +7%
CCFCSB
531
Cape Cod Five Cents Savings Bank
Massachusetts
$5.04M -$177K -524 -3%
AC
532
Allstate Corporation
Illinois
$4.88M +$322K +955 +7%
FWTB
533
First Western Trust Bank
Colorado
$4.84M -$293K -874 -6%
FTA
534
Financial & Tax Architects
Missouri
$4.8M +$1.09M +3,246 +30%
V
535
Veritable
Delaware
$4.8M -$79.6K -236 -2%
SAM
536
Stansberry Asset Management
Texas
$4.79M -$485K -1,438 -9%
OCA
537
Otter Creek Advisors
Florida
$4.75M +$1.02M +3,030 +27%
CTC
538
Central Trust Company
Missouri
$4.72M -$45.8K -136 -1%
CNB
539
Camden National Bank
Maine
$4.66M +$51.9K +154 +1%
FCI
540
Financial Counselors Inc
Kansas
$4.65M +$150K +444 +3%
DT
541
Diversified Trust
Tennessee
$4.65M -$645K -1,914 -12%
MCWS
542
McKinley Carter Wealth Services
West Virginia
$4.63M +$45.8K +136 +1%
KIA
543
KCM Investment Advisors
California
$4.62M -$317K -941 -6%
BCM
544
Bancreek Capital Management
California
$4.61M +$601K +1,782 +15%
AP
545
Advisor Partners
California
$4.52M +$932K +2,765 +26%
TC
546
TownSquare Capital
Utah
$4.52M +$78.9K +234 +2%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$4.5M +$665K +1,974 +17%
GCA
548
Greenwood Capital Associates
South Carolina
$4.48M +$28.3K +84 +0.6%
SI
549
Stephens Inc
Arkansas
$4.46M +$117K +346 +3%
RWP
550
Ridgecrest Wealth Partners
California
$4.38M – – –
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