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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 %
RBA
551
Richard Bernstein Advisors
New York
$4.72M – – –
BCM
552
BlueMar Capital Management
Florida
$4.71M +$734K +2,191 +18%
KIA
553
KCM Investment Advisors
California
$4.66M -$80.7K -241 -2%
CNB
554
Camden National Bank
Maine
$4.66M -$35.2K -105 -0.7%
CCFCSB
555
Cape Cod Five Cents Savings Bank
Massachusetts
$4.65M -$178K -530 -4%
Walleye Trading
556
Walleye Trading
New York
$4.64M -$62K -185 -1%
SI
557
Stephens Inc
Arkansas
$4.58M +$552K +1,647 +14%
TC
558
TownSquare Capital
Utah
$4.58M -$81.7K -244 -2%
GCA
559
Greenwood Capital Associates
South Carolina
$4.44M +$5.69K +17 +0.1%
USAA
560
United Services Automobile Association
Texas
$4.44M +$98.5K +294 +2%
Walleye Capital
561
Walleye Capital
New York
$4.42M +$4.42M +13,198 New
VAS
562
Vestmark Advisory Solutions
Massachusetts
$4.4M -$144K -429 -3%
BCM
563
Bancreek Capital Management
California
$4.37M -$691K -2,063 -14%
GL
564
GHE LLC
Tennessee
$4.37M -$2.52M -7,525 -37%
MCM
565
Mitchell Capital Management
Kansas
$4.32M +$1.24M +3,690 +40%
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$4.32M +$5.02K +15 +0.1%
NC
567
Northcape Capital
Australia
$4.31M -$16.4K -49 -0.4%
SHFA
568
SS&H Financial Advisors
Michigan
$4.23M – – –
FM
569
Freemont Management
Switzerland
$4.22M – – –
JAM
570
Jupiter Asset Management
United Kingdom
$4.2M -$7.49M -22,374 -64%
GG
571
Gofen & Glossberg
Illinois
$4.18M +$81.1K +242 +2%
RCW
572
Rheos Capital Works
Japan
$4.15M – – –
VC
573
Vestor Capital
Illinois
$4.09M +$2.08M +6,216 +104%
KRSITF
574
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.09M – – –
MGP
575
Metis Global Partners
California
$4.03M +$1.57M +4,702 +64%
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