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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 %
OQS
601
Occudo Quantitative Strategies
Florida
$3.55M -$1.39M -4,150 -28%
RWP
602
Ridgecrest Wealth Partners
California
$3.54M – – –
NMIMC
603
Northwestern Mutual Investment Management Company
Wisconsin
$3.5M -$743K -2,218 -18%
BFA
604
Brendel Financial Advisors
New Hampshire
$3.49M +$3.26M +9,725 +1,430%
CCM
605
Carderock Capital Management
Maryland
$3.48M +$829K +2,474 +31%
EA
606
Ellsworth Advisors
Ohio
$3.47M -$300K -825 -8%
LGF
607
LGT Group Foundation
Liechtenstein
$3.46M +$2.32M +6,931 +203%
GIA
608
GHP Investment Advisors
Colorado
$3.42M -$237K -707 -6%
ECM
609
ExodusPoint Capital Management
New York
$3.42M -$4.38M -13,065 -56%
ASN
610
Advisory Services Network
Georgia
$3.4M -$178K -531 -5%
DI
611
Diligent Investors
California
$3.4M -$16.7K -50 -0.5%
CF
612
Centaurus Financial
California
$3.37M -$74.3K -222 -2%
ATPW
613
Ashton Thomas Private Wealth
Arizona
$3.37M -$50.9K -152 -1%
RA
614
Rockingstone Advisors
Massachusetts
$3.35M +$3.35M +10,014 New
HLCM
615
Hickory Lane Capital Management
New York
$3.35M +$670K +2,000 +25%
OCM
616
Olstein Capital Management
New York
$3.35M +$502K +1,500 +18%
PGIM
617
Pacific Global Investment Management
California
$3.33M +$3.35K +10 +0.1%
CAM
618
Cozad Asset Management
Illinois
$3.3M -$1.51M -4,523 -31%
S
619
swisspartners
Liechtenstein
$3.3M +$310K +924 +10%
SSB
620
Sandy Spring Bank
Maryland
$3.29M -$49.9K -149 -1%
PWP
621
Private Wealth Partners
California
$3.26M +$3.26M +9,719 New
NC
622
NovaPoint Capital
Georgia
$3.25M +$161K +482 +5%
MIH
623
Meitav Investment House
Israel
$3.2M -$331K -990 -9%
MME
624
Meag Munich Ergo
Germany
$3.2M +$1.58M +4,724 +98%
CC
625
Cannell & Co
New York
$3.18M +$23.4K +70 +0.7%
23 24
25
26 27