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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 %
WIM
626
WealthPlan Investment Management
Nebraska
$3.16M -$220K -594 -7%
FIM
627
Freedom Investment Management
Connecticut
$3.16M +$87.8K +262 +3%
SC
628
Scotia Capital
Ontario, Canada
$3.12M -$66.7K -199 -2%
WP
629
WealthPLAN Partners
Nebraska
$3.12M +$3.12M +8,539 New
S
630
Seeyond
France
$3.12M +$2.1M +6,255 +205%
SF
631
Synovus Financial
Georgia
$3.08M +$1.07M +3,180 +53%
RJT
632
Raymond James Trust
Florida
$3.08M -$28.8K -86 -0.9%
BFS
633
Bradley Foster & Sargent
Connecticut
$3.06M +$337K +1,006 +12%
FCH
634
Freestone Capital Holdings
Washington
$3M -$84.1K -251 -3%
CTA
635
Chesley Taft & Associates
Illinois
$2.99M +$202K +602 +7%
KNW
636
Kesler Norman & Wride
Utah
$2.99M +$89.1K +266 +3%
Impax Asset Management Group
637
Impax Asset Management Group
United Kingdom
$2.97M -$1.03M -3,078 -26%
FCI
638
Financial Counselors Inc
Kansas
$2.97M -$362K -1,080 -11%
FHB
639
First Hawaiian Bank
Hawaii
$2.92M -$23.1K -69 -0.8%
BPA
640
Beacon Pointe Advisors
California
$2.91M +$882K +2,633 +44%
ZB
641
Zions Bancorporation
Utah
$2.86M +$261K +780 +10%
BRCM
642
Bright Rock Capital Management
Massachusetts
$2.85M -$502K -1,500 -15%
BOSSRA
643
B.O.S.S. Retirement Advisors
Utah
$2.84M +$2.84M +8,489 New
CGA
644
Compound Global Advisors
Washington
$2.82M +$2.82M +8,414 New
WSC
645
Wellington Shields & Co
New York
$2.81M – – –
TCM
646
Thames Capital Management
New Jersey
$2.81M +$1.08M +3,232 +63%
TNB
647
Thomasville National Bank
Georgia
$2.81M – – –
SFI
648
Siemens Fonds Invest
Germany
$2.81M -$38.2K -114 -1%
THWM
649
Taylor Hoffman Wealth Management
Virginia
$2.8M -$162K -483 -5%
LJAC
650
L.J. Altfest & Co
New York
$2.78M -$4.35K -13 -0.2%
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