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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 %
WSC
651
Wellington Shields & Co
New York
$2.83M – – –
TNB
652
Thomasville National Bank
Georgia
$2.83M -$47.2K -140 -2%
LFM
653
LGT Fund Management
Liechtenstein
$2.8M +$201K +597 +8%
IUHSA
654
Itau Unibanco Holding S.A.
Brazil
$2.8M -$536K -1,591 -16%
ECM
655
Everence Capital Management
Indiana
$2.8M -$459K -1,361 -14%
CTA
656
Chesley Taft & Associates
Illinois
$2.78M -$21.9K -65 -0.8%
VI
657
Vestcor Inc
New Brunswick, Canada
$2.78M -$3.31M -9,813 -54%
CAC
658
Certified Advisory Corp
Florida
$2.76M -$12.8K -38 -0.5%
PI
659
Pettee Investors
Connecticut
$2.75M – – –
MJB
660
Mark J. Bradley
$2.68M -$70.5K -209 -3%
NA
661
NewEdge Advisors
Louisiana
$2.68M -$894K -2,651 -25%
Boston Partners
662
Boston Partners
Massachusetts
$2.65M +$6.07K +18 +0.2%
FP
663
Factorial Partners
New York
$2.63M -$33.7K -100 -1%
BFS
664
Bradley Foster & Sargent
Connecticut
$2.61M -$15.5K -46 -0.6%
CIAS
665
CFS Investment Advisory Services
New Jersey
$2.61M -$1.07B -3,175,266 -100%
SFA
666
Souders Financial Advisors
Ohio
$2.61M +$1.99M +5,904 +324%
AG
667
Ascent Group
Virginia
$2.57M +$253K +670 +11%
SLI
668
Sumitomo Life Insurance
Japan
$2.56M +$45.5K +135 +2%
BS
669
Bessemer Securities
New York
$2.55M – – –
M
670
Mirova
France
$2.55M +$2.55M +7,556 New
Los Angeles Capital Management
671
Los Angeles Capital Management
California
$2.53M -$59.3M -175,941 -96%
MWA
672
Meridian Wealth Advisors
Texas
$2.52M +$456K +1,354 +22%
ZB
673
Zions Bancorporation
Utah
$2.49M +$754K +2,238 +43%
MFAM
674
Motley Fool Asset Management
Virginia
$2.48M +$2.48M +7,200 New
NEI
675
Northwest & Ethical Investments
Ontario, Canada
$2.47M -$7.46M -22,133 -75%
25 26
27
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