SPGI icon

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 %
MGWM
526
Marks Group Wealth Management
Minnesota
$5.28M +$83.4K +249 +2%
AC
527
Allstate Corporation
Illinois
$5.27M +$79K +236 +2%
AIM
528
Allstate Investment Management
Illinois
$5.27M +$5.27M +15,742 New
WM
529
Whitford Management
New York
$5.26M +$5.26M +15,719 New
LOAMS
530
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.26M +$1.43M +4,284 +38%
API
531
Advisor Partners II
California
$5.24M +$1.06M +3,162 +25%
TBA
532
Tower Bridge Advisors
Pennsylvania
$5.23M -$42.9K -128 -0.8%
TC
533
TAP Consulting
Missouri
$5.19M -$538K -1,607 -9%
LCM
534
Laurion Capital Management
New York
$5.14M +$3.02M +9,023 +143%
MMA
535
Miracle Mile Advisors
California
$5.14M +$904K +2,698 +21%
CTA
536
Colonial Trust Advisors
South Carolina
$5.09M -$95.8K -286 -2%
SGI
537
Summit Global Investments
Utah
$5.07M -$4.52M -13,501 -47%
WIM
538
Waverton Investment Management
United Kingdom
$5.03M -$502K -1,500 -9%
IGM
539
Incline Global Management
New York
$5.02M +$5.02M +14,985 New
AI
540
Aperture Investors
New York
$5M +$2.01M +5,989 +67%
TI
541
Tidal Investments
Wisconsin
$4.98M +$707K +2,111 +17%
AMI
542
Amica Mutual Insurance
Rhode Island
$4.92M – – –
FC
543
FORA Capital
Florida
$4.92M -$1.22M -3,653 -20%
DT
544
Diversified Trust
Tennessee
$4.87M +$422K +1,259 +9%
EOJOAM
545
E. Ohman J:or Asset Management
Sweden
$4.86M -$167K -500 -3%
BRC
546
Bishop Rock Capital
New York
$4.85M -$4.26M -12,725 -47%
V
547
Veritable
Delaware
$4.83M +$110K +327 +2%
FWTB
548
First Western Trust Bank
Colorado
$4.8M -$157K -468 -3%
CI
549
Capital International
California
$4.77M +$116K +346 +2%
EW
550
Evoke Wealth
California
$4.73M -$852K -2,544 -15%
20 21
22
23 24